Investment Advisor – Dutch Market H/F

Il y a 2 jours

Luxembourg Ca Indosuez Wealth (Group) Temps plein

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### Type de métier Types de métiers Crédit Agricole S.
A.
- Commercial / Relations Clients ### Intitulé du poste Investment Advisor – Dutch Market H/F ### Type de contrat CDI ### Missions

Key responsibilities
Based in Luxembourg, you will contribute to the proactive follow-up and development of client portfolios entrusted by Wealth Managers, mainly for international clients operating under advisory mandates. Your main responsibilities will include:
- Supporting Wealth Managers and/or Senior Investment Advisors in preparing cross-asset investment proposals for advisory clients.
- Providing personalized and proactive follow-up for clients under advisory agreements, including roadshows, regular investment and asset allocation recommendations.
- Contributing to asset allocation control and risk management across client portfolios.
- Ensuring the operational follow-up of advisory accounts.
- Monitoring financial markets to identify opportunities and generate multi-asset investment ideas.
- Contributing to the promotion and development of the broader Advisory offering with Wealth Managers.
- Helping strengthen the Indosuez value proposition for HNW / UHNW clients. ## Localisation du poste ### Zone géographique Europe, Luxembourg ### Ville LUXEMBOURG ## Critères candidat ### Niveau d'études minimum Bac + 5 / M2 et plus ### Formation / Spécialisation Master’s degree (Bac+5 / Master 2) with a specialization in financial markets, asset management or economics ### Niveau d'expérience minimum 3
- 5 ans ### Expérience
- Minimum 3 years of experience in a similar position
- Good to strong knowledge of financial products, investment services and investment solutions
- Excellent writing and presentation skills
- Strong command of MS Office, especially advanced Excel, as well as financial information tools
- Organized, autonomous, rigorous and proactive in day-to-day work
- Service-oriented, with strong listening and interpersonal skills
- Good understanding of the private banking environment and the specific expectations of HNW / UHNW clients
- Fluency in English and Dutch is essential. Knowledge of another European language would be considered as an asset.

Investment Advisor – Dutch Market H/F

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