Description du poste




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 f
inancial 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.