CA Indosuez Wealth Europe

Asset Management


Asset management fund specialist H/F

29 June District de Luxembourg, LUXEMBOURG Perm

Within the Asset Management business line, the Asset Management Solutions department is in charge of the distribution, marketing and client servicing of the Asset Management products and services.
The Product Specialist will be working in proximity with the Investment Solutions department to serve CA Indosuez Wealth (Europe) clients and wealth managers.

Outline of the Position:

- Focus on developing the Public UCITs, Private Equity and Alternative Funds (Hedge funds, real estate…) by increasing revenues, product penetration and AUM.

- Collaborating with internal and external stakeholders to assist in the development of presentations and tailored investment solutions for UHNWIs.

- Overseeing all marketing and administrative matters pertaining to Funds.

- Work closely with Asset Class Specialists and Fund Managers to promote the asset management Fund’s offering.

Your key responsibilities:

- Promote the Public UCITs Private Equity and Alternative Funds managed by CA Indosuez Asset Management across all entities of CA Indosuez Wealth (Europe).

- Focus in particular on Mutual focus while providing support to Private Market and Alternative initiatives locally.

- Provide regular update on market and portfolio performance as well as portfolio investment strategy.

- Provide the appropriate products and customized content for marketing purposes in an efficient and timely manner to targeted HNWI.
- Conduct relevant presentations and trainings with RMs/IAs to promote and support the distribution of funds.

- Monitor client’s holdings and keep Relationship Managers/Investment Advisors/UHNWIs informed related portfolio developments.

- Manage the life cycle and product development process of fund related products, from product development to sales.

- Contribution to the coverage of the universe of third party UCITs funds & participation to related Fund’s selection committees.

- Overseeing administrative support, including on local product approvals.

-  Functional oversight of one fund specialist in Spain and action of coordination with CAIW Italy and Belgium.

Between 5 to 10 years of experience in mutual and/or alternative funds (private equity, hedge fund, real estate…), preferably in the wealth management sector facing Relationship Managers, Investment Advisors and UHNWIs.

Degree in Banking and Finance or equivalent