Within the Advisory department of CFM Indosuez Wealth, the Investment Advisor will be responsible for:
- Providing proactive cross-asset advice to HNWI clients and HNWI clients who have opted for an Investment Advisory mandate, with a Fixed Income bias.
- Supporting the Wealth Manager in client relationships by providing investment expertise, including preparing investment proposals.
- Developing the business in collaboration with Wealth Managers by converting clients to advisory agreements.
- Managing operational monitoring, including entering and processing transactions, monitoring accounts and preparing reports.
- Identifying and managing risks and compliance related to investment operations, in accordance with cross-border and suitability rules.
- Monitoring financial markets, recommended positions and market developments.
Requirements
- Very good knowledge of bond markets; knowledge of Latin American markets would be an advantage.
- 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, or equivalent.
- 3–5 years of experience.
- Proficiency with financial and office tools, including Bloomberg.
- Fluent English, French and Portuguese; Spanish would be an advantage.
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.