Indosuez Wealth Management

Investment Advisor – Dutch Market H/F

Indosuez Wealth Management  •  Luxembourg, LU (Onsite)  •  5 hours ago
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Job Description

Informations générales

Entité

Le Groupe Indosuez Wealth Management est la marque mondiale de gestion de fortune du groupe Crédit Agricole, 10ème banque au monde par la taille des actifs (the banker 2022). Suite à l'acquisition de Degroof Petercam, banque belge de premier plan, le Groupe Indosuez Wealth Management intègre le Top 10 des acteurs du secteur de la gestion de fortune en Europe avec plus de 200 milliards d'euros d'actifs sous gestion.

Façonné par plus de 145 ans d'expérience, le Groupe Indosuez Wealth Management accompagne des grands clients privés, des familles, des entrepreneurs et des investisseurs professionnels du monde entier en leur proposant un continuum de services et d'offres intégrant Conseil & Financement, Solutions d'investissement, Fund servicing & Solutions technologiques et bancaires. Le Groupe Indosuez Wealth Management détient la société Azqore, filiale qui apporte une solution technologique complète et intégrée ainsi que des services d'opérations bancaires aux acteurs de la gestion de fortune. Distingué pour sa dimension à la fois humaine et résolument internationale, le Groupe Indosuez Wealth Management rassemble 4 500 collaborateurs dans 16 différents territoires en Europe, en Asie-Pacifique et au Moyen-Orient.

www.ca-indosuez.com

Référence

2026-115439

Date de parution

10/09/2026

Description du poste

Type de métier

Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients

Intitulé du poste

Investment Advisor – Dutch Market H/F

Type de contrat

CDI

Missions

Key responsibilities

Based in Luxembourg, you will contribute to the proactive follow-up and development of client portfolios entrusted by Wealth Managers, mainly for international clients operating under advisory mandates.

Your main responsibilities will include:

  • Supporting Wealth Managers and/or Senior Investment Advisors in preparing cross-asset investment proposals for advisory clients.
  • Providing personalized and proactive follow-up for clients under advisory agreements, including roadshows, regular investment and asset allocation recommendations.
  • Contributing to asset allocation control and risk management across client portfolios.
  • Ensuring the operational follow-up of advisory accounts.
  • Monitoring financial markets to identify opportunities and generate multi-asset investment ideas.
  • Contributing to the promotion and development of the broader Advisory offering with Wealth Managers.
  • Helping strengthen the Indosuez value proposition for HNW / UHNW clients.

Localisation du poste

Zone géographique

Europe, Luxembourg

Ville

LUXEMBOURG

Critères candidat

Niveau d'études minimum

Bac + 5 / M2 et plus

Formation / Spécialisation

Master’s degree (Bac+5 / Master 2) with a specialization in financial markets, asset management or economics

Niveau d'expérience minimum

3 - 5 ans

Expérience

  • Minimum 3 years of experience in a similar position
  • Good to strong knowledge of financial products, investment services and investment solutions
  • Excellent writing and presentation skills
  • Strong command of MS Office, especially advanced Excel, as well as financial information tools
  • Organized, autonomous, rigorous and proactive in day-to-day work
  • Service-oriented, with strong listening and interpersonal skills
  • Good understanding of the private banking environment and the specific expectations of HNW / UHNW clients
  • Fluency in English and Dutch is essential. Knowledge of another European language would be considered as an asset.
Indosuez Wealth Management

About Indosuez Wealth Management

Indosuez Wealth Management is the global wealth management brand of Crédit Agricole Group, ranked 9th largest bank in the world based on balance sheet (The Banker 2024).

With more than 145 years of experience serving families and entrepreneurs around the world, Indosuez Wealth Management offers a tailored approach that enables our clients to protect and develop their wealth according to their aspirations. Its teams take a comprehensive view and provide expert advice and exceptional service, offering a wide range of services for the management of both personal and professional assets.

Recognised for its international dimension and human scale, Indosuez Wealth Management employs nearly 4,500 people in 16 locations around the world, in Europe, Asia-Pacific, America and the Middle East.

With 215 billion euros in assets under management (as of 31/12/2024), Indosuez Wealth Management is one of the world's leading wealth management companies.

The Indosuez Wealth Management network is represented in Monaco by CFM Indosuez Wealth Management, the Principality’s leading bank. Its roots go back to 1922, the year it was founded by major Monegasque families, some of whom still hold nearly 30% of its capital.

In 2022, CFM Indosuez Wealth Management celebrated its 100th anniversary and was voted the best bank in the Principality by the international magazine Global Finance for the sixth consecutive year.

#WeAreIndosuezGroup #Indosuez #WealthManagement #WealthandBeyond #ArchitectsofWealth #CFMIndosuez #CFM #wealth

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Paris, FR
Year Founded
Unknown
Website
ca-indosuez.com
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