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.