Indosuez Wealth Management vacancy search engine

Internship Investment Advisory M/F

Vacancy details

General information


Indosuez Wealth Management is the global wealth management brand of the Crédit Agricole group, the world's 10th largest bank by total assets (The Banker - July 2021, based on 2020 year-end results).

Shaped by more than 145 years of experience in supporting families and entrepreneurs around the world, Indosuez Wealth Management offers a tailor-made approach that allows each of its clients to protect, and develop their wealth in alignment with their aspirations. With their comprehensive approach, their teams provide expert advice and exceptional service across one of the broadest spectrums of the profession, for both private and professional wealth management.

Set apart by their personal yet resolutely international scope, Indosuez Wealth Management employs 2,955 people in 10 territories around the world: in Europe (Belgium, Spain, France, Italy, Luxembourg, Monaco, and Switzerland), the Asia-Pacific region (Hong Kong SAR, New Caledonia, and Singapore), and the Middle East (United Arab Emirates).

With 135 billion euros in assets under management (as of 31/12/2021), Indosuez Wealth Management is one of the world's leading wealth management companies.




Publication date


Position description

Business type

Types of Jobs - Economic and Financial Analysis

Job title

Internship Investment Advisory M/F

Contract type


Term (in months)


Expected start date


Management position


Executive / Non executive

Non cadre

Job summary

Il/la candidato/a entrerà a far parte del team Market and Investment Solutions della Branch di Milano di CA Indosuez Wealth (Europe), a supporto degli Investment Advisors.
I suoi compiti ricomprenderanno tra l’altro:
- La costruzione di analisi di mercato e finanziarie attraverso la programmazione di file, costruzione di presentazioni, redazione di commenti e report,
- L’analisi delle proposte di asset allocation, la partecipazione alla costruzione di portafogli,
- La verifica degli ordini eseguiti, nonché l’analisi di dati di mercato.

Il/la candidato/a sarà esposto/a ad un ambiente internazionale sfidante e in rapida evoluzione, che richiede capacità multi-tasking, di relazionarsi a più persone all’interno dell'organizzazione e di rispettare scadenze stringenti. Questa esperienza fornirà al(la) candidato/a un’opportunità unica di migliorare le proprie conoscenze in tema di asset allocation e di costruzione dei portafogli per clienti che dispongono di patrimoni importanti, con un focus sugli strumenti di investimento sia tradizionali che innovativi, dalla prospettiva di una delle banche internazionali più attive in questo mercato.

About Indosuez Wealth Management

The Crédit Agricole group is the leading financier of the French economy; it stands out in Europe as number one in asset management and bancassurance. Thanks to its universal proximity banking model, the CA group assists its clients in the realization of their projects by offering a wide range of services: Insurance, Real Estate, Asset & Wealth Management, Leasing and Factoring, Consumer Credit, Corporate and Investment banking. Indosuez Wealth Management is part of the Group's Major Clients division and represents the Crédit Agricole Group's global wealth management brand dedicated to HNWI and UHNWI (high net worth individuals and ultra-high net worth individuals) clients. Historically present in Europe, Latin America, Asia and the Middle East, it has an advanced know-how on investment markets and ranks among the world leaders with about 3000 employees worldwide and more than EUR 130 billion in AuM. Heir to a long tradition of financial expertise and innovation, Indosuez serves its clients by offering wealth advice of excellence, aimed at optimizing their asset structure and investment choices through solutions tailored to their objectives and risk profile. The skills and experience of our professionals, who have a thorough knowledge of the local context, are complemented by those of our worldwide network of specialists in the various investment sectors. In Italy, CA Indosuez Wealth (Europe), Italy Branch is a subsidiary of CA Indosuez Wealth (Europe) S.A. and operates in Milan, Turin, Padua and Rome.

Position location

Geographical area

Europe, Italy, Lombardy, Milan

Candidate criteria

Minimal education level

Postgraduate degree – MA/MSc/PhD/Doctorate or equivalent

Academic qualification / Speciality

Ottimo percorso accademico preferibilmente con focus su materie come Financial Markets/Intermediaries, Financial Products/Securities, Corporate Finance, Accounting

Level of minimal experience

0-2 years

Required skills

• Attitudine al lavoro e proattività
• Desiderio di imparare
• Capacità di analisi e sintesi
• Senso di responsabilità

Technical skills required

• Capacità analitiche e quantitative
• Buona capacità di creare presentazioni powerpoint
• Ottima conoscenza di Excel, Powerpoint, Word
• La conoscenza della piattaforma Bloomberg sarà considerata un forte plus


Inglese Fluente; italiano madrelingua