Type de métier
Types de métiers Crédit Agricole S.A. - Gestion d'Actifs
Types de métier complémentaires
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Types de métiers Crédit Agricole S.A. - Financement et Investissement
Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients
Intitulé du poste
Investment Advisor - Italian Market H/F
Type de contrat
CDI
Date prévue de prise de fonction
01/07/2023
Poste avec management
Non
Cadre / Non Cadre
Cadre
Missions
Key responsibilities :
Pro-actively interact with clients, providing them with advice and trade ideas and execute transactions
Respond to clients’ reverse enquiries and keep a proper audit trail of recommendations made following regulatory requirements
Ensure compliance with Mifid regulation in all aspects of the advisory workflow
Generate investment ideas in line with the house view by leveraging financial markets developments (global macro, equities, credit, rates, FX, alternative strategies)
Contribute to the production of Indosuez federal publications and take part in internal investment solutions forum
Support senior Italian investment advisors servicing the banks’ key clients
Monitor product penetration per asset class and formulate strategies and ideas to increase total penetration of MIS products & solutions
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 in finance, CFA
Niveau d'expérience minimum
3 - 5 ans
Expérience
2/3 years in a similar position
Compétences recherchées
- Strong knowledge of financial products and investment solutions across all asset classes, including derivatives
Good knowledge of portfolio construction techniques and asset allocation concepts
Passion for financial markets and economic matters
Organised, autonomous, rigorous and proactive in the daily business
Excellent writing and presentation skills
Outils informatiques
- IT : Excel, VBA, Powerpoint, Bloomberg, Reuters Eikon
Langues
Italian and English fluent, Spanish and or French are considered as strong asset
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