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