Within the Advisory department of CFM Indosuez Wealth, the Investment Advisor will be responsible for:
- Providing proactive cross-asset advice to HNWI and HNWI clients who have opted for an investment advisory mandate, with a fixed-income bias.
- Supporting Wealth Managers in client relationships by contributing investment expertise, including preparing investment proposals.
- Developing the business in collaboration with Wealth Managers by converting clients to advisory agreements.
- Managing operational follow-up, including entering and processing transactions, monitoring accounts, and preparing reports.
- Identifying and managing risks and compliance related to investment transactions, in accordance with cross-border and suitability rules.
- Monitoring financial markets, recommended positions, and market developments.
Profile
- Very good knowledge of bond markets; knowledge of Latin American countries is a plus.
- Regular monitoring of investment themes and securities.
- Ability to listen to and understand client expectations.
- Ability to develop, prepare, and present investment decision arguments and reports.
- Knowledge of regulatory requirements.
- Postgraduate degree in Economics or Finance.
- 3–5 years of experience.
- Proficiency with financial and standard office tools, including Bloomberg.
- Fluent in English and French; Portuguese or Spanish is a plus.
Company
The Indosuez Wealth Management Group is the global wealth management brand of Crédit Agricole Group. With more than 145 years of experience, it supports private clients, families, entrepreneurs, and professional investors worldwide. The group has 4,500 employees across 16 territories and manages more than €200 billion in assets.