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Modified on 17/09/2024
Within the local Advisory Team, you will support Senior Investment Advisors in their daily contact with Wealth Managers on the provision of investment advisory services.
Your main mission will be to support Investment Advisors at the interface between the product and investment specialists and the bank's sales teams by assisting them in the preparation of investment proposals for all asset classes, in the development of risk analysis and in portfolio construction activities.
Your tasks will include, among others:
· Analyze asset allocation proposals
· Monitor financial markets in order to provide market and financial analysis (advanced Excel files, PowerPoint presentations etc.)
· Prepare analysis, comments and reports containing operational guidelines
· Monitor portfolios and positions on a daily basis in order to adjust them according to the Investment Committee's decisions
· Manage the operational aspects of investments and reporting as agreed with clients
· Take care of the operational management of the Product Catalogue
You will be exposed to a challenging and rapidly changing international environment, which requires multi-tasking skills, relating to multiple key people within the organization, and meeting tight deadlines. This experience will provide you with the opportunity to enhance your knowledge of all products and services offered to a High or Ultra High Net Worth Individuals target, with a focus on both traditional and innovative investment instruments, from the perspective of one of the most active international banks in this market.
The Indosuez Wealth Management Group is the global Wealth Management brand of Crédit Agricole's Group, the 10th bank in the world by size of assets (the banker 2022). Following the acquisition of Degroof Petercam, leading Belgian bank, the Indosuez Wealth Management Group joins the Top 10 players in the wealth management sector in Europe, managing more than 200 billion euros in assets. Shaped by over 145 years of experience, the Indosuez Wealth Management Group supports large private clients, families, entrepreneurs and professional investors around the world by proposing them a continuum of services and offers integrating Advice & Financing, Investment Solutions, Fund servicing & Technological and banking solutions. The Indosuez Wealth Management Group owns the majority of Azqore, a company providing a complete and integrated technological solution as well as banking operations services to wealth management players. The Indosuez Wealth Management Group stand out for its dimension both human and international, with 4500 employees working in 16 different territories of the world: Europe, Asia Pacific, Middle East and North America. www.ca-indosuez.com
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