Apprenticeship

Assistant Conseillé(e) en investissement H/F

Modified on 25/06/2024

  • Paris - France
  • Operations
  • 2024-88745

Job description

VOTRE EQUIPE

Le service advisory qui comprend 12 collaborateurs recherche actuellement un alternant pour venir renforcer l’équipe.

Au sein de la direction expertises, marchés et investissement, l’advisory est le service
accompagnant les clients ayant besoin de conseils sur les marchés financiers. Les
advisors suivent au jour-le-jour une clientèle sophistiquée dont les besoins et les
spécificités sont hétérogènes. L’équipe est constituée de 12 personnes et de plus de
80 personnes à l’international (14 places sur 3 continents). L’advisory est active sur 5
classes d’actives : actions – obligations – OPC – produits structurés – devises.

VOS MISSIONS

◦ Epauler les advisors dans leurs tâches quotidiennes
◦ Conception des propositions à destination des prospects
◦ Réalisation d’études de portefeuilles pour les clients existants
◦ Recherche d’informations sur les valeurs financières
◦ Aide au pilotage d’activité et au suivi du fonds de commerce Advisory via du Data Management : Extraction et Traitement de données.

Tous nos postes sont ouverts aux personnes en situation de handicap.

    • Starting date
    • 09/09/2024
    • Position with management
    • No
    • Executive / Non Executive
    • Non cadre
    • Minimum level of study
    • 1-year Master's (M1)
    • Training / Specialization
    • Finance, Commerce, Gestion…
    • Minimum experience level
    • 0-2 years
    • Compétences recherchées
    • -Rigueur,
      -Intérêt pour la finance,
      -Motivation,
      -Curiosité,
      -Adaptabilité.
    • IT tools
    • Pack office
    • Languages
    • Français
  • Indosuez Wealth Management is the global wealth management brand of the Crédit Agricole group, the world's 10th largest bank by total assets (The Banker - July 2021, based on 2020 year-end results). Shaped by more than 145 years of experience in supporting families and entrepreneurs around the world, Indosuez Wealth Management offers a tailor-made approach that allows each of its clients to protect, and develop their wealth in alignment with their aspirations. With their comprehensive approach, their teams provide expert advice and exceptional service across one of the broadest spectrums of the profession, for both private and professional wealth management. Set apart by their personal yet resolutely international scope, Indosuez Wealth Management employs 2,955 people in 10 territories around the world: in Europe (Belgium, Spain, France, Italy, Luxembourg, Monaco, and Switzerland), the Asia-Pacific region (Hong Kong SAR, New Caledonia, and Singapore), and the Middle East (United Arab Emirates). With 135 billion euros in assets under management (as of 31/12/2021), Indosuez Wealth Management is one of the world's leading wealth management companies. By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities. www.ca-indosuez.com

Crédit Agricole Indosuez Wealth
Crédit Agricole Indosuez Wealth
Crédit Agricole Indosuez Wealth

Crédit Agricole Indosuez Wealth

Assistant Conseillé(e) en investissement H/F

Published the 25/06/2024

Apprenticeship
  • Paris - France
  • Operations
  • 2024-88745

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