Job offer

Gérant de Portefeuille Multi-Assets Senior H/F

Groupe Indosuez Wealth Management is looking for an experienced Gérant de Portefeuille Multi-Assets Senior (m/f) to join its team in Luxembourg, who will be responsible for managing client portfolios and developing discretionary investment solutions. The candidate should have 6-10 years of experience in banking and a solid knowledge of financial markets and instruments.

Job description

Overview

  • Type de contrat : CDI
  • Date prévisible de prise de fonction : 01/09/2025
  • Poste avec management : Non
  • Cadre / Non Cadre : Cadre

Tasks

  • Contribute to the construction of discretionary management solutions offered to Indosuez clients, to their implementation and commercialization on behalf of the commercial departments of the bank.
  • Participate in the prospecting and qualification of prospects and clients in order to propose and sell discretionary management services, whether modular or measured.
  • Explain the bank's strategic market views and the allocation of assets that results in performance.
  • Develop and maintain a close relationship with wealth managers. The client is priority no. 1.
  • Constituer et suivre les portefeuilles de clients dans une optique de performance.
  • Participations: meetings with clients, portfolio analyses.
  • Participate in various committees and take part in reporting on activities.
  • Accompagne et transmet ses connaissances aux membres les plus juniors de l'équipe.

Requirements

  • Level d'études minimum : Bac +5 / M2 et plus
  • Formation / Spécialization : Master spécialization Marchés Financiers, gestion ou économie
  • Level of experience minimum : 6 - 10 years
  • Experience : Une expérience de 6 à 10 ans tant que gérant(e) de portefeuille ou conseiller en investissements en banque est requise.

Skills and knowledge

  • Solid understanding of the mechanisms that regulate the financial markets and excellent knowledge of the asset classes and the various instruments available within the c-d range and the risks associated with them.
  • Mastery of MS Office tools and in particular the advanced functions of Excel.
  • Bonnes connaissances en VBA et Bloomberg / Eikon premium Workspace / Morningstar.
  • Langues : Français et anglais courant, la maîtrise de l'espagnol/italien/allemand ou portugais est très appréciée.

Location

  • Zone géographique : Europe, Luxembourg
  • Ville : LUXEMBOURG

Job details

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