Description du posteType de métierTypes de métiers Crédit Agricole S.A. - Commercial / Relations Clients
Intitulé du posteInvestment Advisor - Dutch Market H/F
Type de contratCDI
MissionsKey responsibilitiesBased 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 posteZone géographiqueEurope, Luxembourg
VilleLUXEMBOURG
Critères candidatNiveau d'études minimumBac + 5 / M2 et plus
Formation / SpécialisationMaster's degree
(Bac+5 / Master 2) with a specialization in f
inancial markets, asset management or economics Niveau d'expérience minimum3 - 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.
