Junior Investment Advisor

il y a 2 semaines


Luxembourg CA Indosuez Wealth (Group) Temps plein

**Type de métier**:
Types de métiers Crédit Agricole S.A. - Financement et Investissement

**Intitulé du poste**:
Junior Investment Advisor (VIE) H/F

**Type de contrat**:
VIE

**Durée (en mois)**:
12

**Date prévue de prise de fonction**:
01/01/2025

**Poste avec management**:
Non

**Cadre / Non Cadre**:
Non cadre

**Missions**:

- Assister les Senior Advisors dans l’analyse de portefeuilles, la génération d’idées d’investissement et la réalisation de propositions d’investissement en accord avec la stratégie maison.
- Se tenir informé de l’actualité des marchés financiers, des développements micro et macro-économiques et participer à la rédaction de publications internes et externes.
- Réaliser différentes présentations commerciales à destination de nos Wealth Managers et / ou nos clients externes afin de mettre en valeur les propositions commerciales d’investissement Cross-Assets.
- Assister le head advisory dans des tâches de business management, de contrôle et de suivi des risques.
- Assurer l’interface entre les spécialistes produits et investissements et les équipes commerciales de la banque en tant que relais de la stratégie d’investissement de la banque notamment dans le cadre de l’offre Advisory One.
- Assister dans la réflexion de conseils en allocation de patrimoine sur demande des clients, des spécialistes produits et des commerciaux.

**Localisation du poste**:
**Zone géographique**:
Europe, Luxembourg

**Ville**:
LUXEMBOURG

**Niveau d'études minimum**:
Bac + 5 / M2 et plus

**Formation / Spécialisation**:
Ecole de Commerce, Master Finance

**Niveau d'expérience minimum**:
0 - 2 ans

**Expérience**:
Expérience dans les secteurs de la banque privée ou de la gestion d’actifs.

**Compétences recherchées**:
Excellente capacité rédactionnelle et de présentation.

Vous êtes organisé(e), autonome et savez faire preuve de rigueur et de réactivité.

Vous avez un sens du service et faites preuve de capacité d’écoute et d’adaptation.

**Outils informatiques**:
Maîtrise des logiciels d’information financière et des outils bureautiques.

**Langues**:
Excellente capacité orale et écrite en français et en anglais.


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