Multi-Asset Portfolio Manager, Wealth Management (M/F)

missions

At CA Indosuez, the Wealth Management Solutions (WMS) Division is responsible for designing investment solutions—such as discretionary accounts, dedicated funds, and diversified open-end funds—for clients of the France Business Unit. The Wealth Management Manager, or wealth management advisor, is responsible for managing discretionary investment mandates, dedicated funds, and diversified open-end funds for Indosuez Wealth France’s clients, as well as all activities related to wealth management. Their primary responsibilities will center on managing discretionary mandates and diversified open-end funds, as well as coordinating the implementation of this strategy within the team.

• Joint management of portfolios and funds with wealth management specialists
• Coordination of model portfolios (Target Allocation/Profile Allocation) with other international WMS management entities
• Participation in continuing education for employees on various investment vehicles (stocks, bonds, derivatives)
• Participation in investment meetings (monthly committees and weekly meetings)
• Preparing reports on portfolio performance and/or specific opportunities for management actions
• The relationship between private banks and their clients, as reflected in their responses
• The research and selection of financial instruments and investment vehicles to diversify risk

Education / Specialization

You will receive comprehensive training in Indosuez’s Asset Management department (2 months); further training, such as the CFA program, to build on your skills would be a plus.

Experience and Skills

Three to five years of experience in portfolio management is required.

• Portfolio Management
• Financial Analysis: Excel & VBA, Bloomberg
• Languages: English B2

Information complémentaires

Minimum experience: 3–5 years Remote work: hybrid