Indosuez Wealth Management

Wealth Manager

Indosuez Wealth Management  •  Luxembourg, LU (Onsite)  •  2 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

2026-116172

Date de parution

05/10/2026

Description du poste

Type de métier

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

Intitulé du poste

Wealth Manager - Polish Market H/F

Type de contrat

CDI

Date prévue de prise de fonction

01/11/2026

Poste avec management

Non

Missions

By joining the Polish team, you will be responsible for your own clients portfolio’s development. Moreover, you will ensure the day-to-day follow up on these clients portfolio dedicated to the Polish market.

Your main mission is to maintain and develop relationships with HNWI/UHNWI clients on the Polish market.

  • Build, maintain and develop a professional network for the purpose of developing business with existing and new wealthy clients and thus, contribute actively to grow business and assets under management for the bank.
  • Develop a deep knowledge of the client and his global situation and needs (financial, fiscal, legal) and build a holistic but tailored strategy concerning products and services that suit the needs of the client.
  • Promote the complete services and product offer range of the bank and Group
  • Manage operational aspects of the relationship with the client
  • Identify and manage all risks and compliance issues for the client and the bank, based on latest regulation given by competent national and international Authorities as well as the Group.

Localisation du poste

Zone géographique

Europe, Luxembourg

Ville

LUXEMBOURG/

Critères candidat

Niveau d'études minimum

Bac + 5 / M2 et plus

Formation / Spécialisation

Master degree in economics, finance or law

Niveau d'expérience minimum

3 - 5 ans

Expérience

At least 4 years professional experience in a similar position

Compétences recherchées

Known for your solutions oriented mindset

Strong client relationship and communication skills

Good knowledge of the wealth management products and services provided to U-/HNWI Client

Good knowledge of the Polish market’s specificities such as tax, regulations and compliance environment

International mobility: readiness to live in /move to Luxembourg and readiness for business travels to Poland

Outils informatiques

MS Office tools

Langues

Fluent in Polish and English. French will be considered as an additional 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
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