Investment Advisor – Dutch Market H/F

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.

Key responsibilities

• Support Wealth Managers and/or Senior Investment Advisors in preparing cross-asset investment proposals for advisory clients.
• Provide personalized and proactive follow-up for clients under advisory agreements, including roadshows and regular investment and asset allocation recommendations.
• Contribute to asset allocation control and risk management across client portfolios.
• Ensure the operational follow-up of advisory accounts.
• Monitor financial markets to identify opportunities and generate multi-asset investment ideas.
• Contribute to the promotion and development of the broader Advisory offering with Wealth Managers.
• Help strengthen the Indosuez value proposition for HNW/UHNW clients.

Profile

• Postgraduate degree or equivalent, with a Master's degree specializing in financial markets, asset management, or economics.
• 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.
• Service-oriented, with strong listening and interpersonal skills.
• Good understanding of private banking and the expectations of HNW/UHNW clients.
• Fluency in English and Dutch is essential; another European language is an asset.

About Indosuez Wealth Management

The Indosuez Wealth Management Group is Crédit Agricole's global Wealth Management brand. It supports private clients, families, entrepreneurs, and professional investors worldwide through advisory, financing, investment solutions, fund servicing, technology, and banking services. The group has 4,500 employees across 16 territories and manages more than 200 billion euros in assets.