Moteur de recherche d'offres d'emploi Indosuez Wealth Management


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


Contract type

VIE Programme

Expected start date


Management position


Executive / Non executive

Non cadre

Job summary

You will join our Markets & Investment Solutions Department, a business area that aims to centralize all the portfolio management and investment advisory services offered to our clients, as well as marketing activities. In particular the Advisory department is in charge of the proactive management of portfolios of those clients who have signed an investment advisory mandate, based on the customer overall investment strategy and risk profile and in line with the investment strategy defined by the bank. In continuous contact with the Wealth Managers, the Investment Advisors promote and provide global support for the products and services offered by the bank (Discretionary Management, Investment Advice, Investment Funds, Private Equity, Structured Products, Wealth Engineering, Life Insurance, Real Estate Financing, Securities). Advisors examine the opportunities offered by the market and identify the best investment solutions to submit to the attention of each client, based on his/her characteristics, risk profile and objectives.

Within the local Advisory Team, you will support Senior Investment Advisors in their daily contact with Wealth Managers on the provision of investment advisory services.

Your main mission will be to support Investment Advisors at the interface between the product and investment specialists and the bank's sales teams by assisting them in the preparation of investment proposals for all asset classes, in the development of risk analysis and in portfolio construction activities.

Your tasks will include, among others:

· Analyze asset allocation proposals

·         Monitor financial markets in order to provide market and financial analysis (advanced Excel files, PowerPoint presentations etc.)

· Prepare analysis, comments and reports containing operational guidelines

· Monitor portfolios and positions on a daily basis in order to adjust them according to the Investment Committee's decisions

· Manage the operational aspects of investments and reporting as agreed with clients

· Take care of the operational management of the Product Catalogue

 You will be exposed to a challenging and rapidly changing international environment, which requires multi-tasking skills, relating to multiple key people within the organization, and meeting tight deadlines. This experience will provide you with the opportunity to enhance your knowledge of all products and services offered to a High or Ultra High Net Worth Individuals target, with a focus on both traditional and innovative investment instruments, from the perspective of one of the most active international banks in this market.

You will have the opportunity to demonstrate the breadth and depth of your financial knowledge by enabling our managers to optimize their daily work.

Position location

Geographical area

Europe, Italy, Lombardy, Milan



Candidate criteria

Minimal education level

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

Academic qualification / Speciality

Master's degree in Finance, Economics or Management Engineering with a specialization in financial markets

Level of minimal experience

0-2 years

Required skills

- excellent analytical, synthesis and writing skills

- initiative and ability to work both independently and in a team

- good interpersonal and communication skills 

- proactivity, accuracy, desire to learn, sense of responsibility

Technical skills required

- good knowledge of the financial markets and/or the fund industry

- knowledge of Bloomberg

- excellent command of IT tools, in particular Power Point and Excel


fluent in Italian; good knowledge of English or French