Senior Investment Advisor – Luxembourgish speaking
Trouvé dans: beBee S LU - il y a 3 semaines
Our client stands amongst the oldest multi-business banks in the Grand Duchy, actively contributing to the development of the Luxembourg economy. Operating across retail, private, and corporate banking, as well as major capital markets.
Job description
• Gathering and assessing financial data.
• Formulating investment recommendations for private clients, aligning with the investment strategy while considering individual circumstances and risk profiles.
• Monitoring investments closely in collaboration with clients, responding proactively when needed, and handling alerts.
• Engaging actively in market discussions with management and advisory teams.
• Leading market discussions for sales teams, providing support during customer meetings, and presenting investment proposals to clients.
• Managing diversified portfolio activities and overseeing key asset classes such as equities, bonds, and foreign exchange markets.
Profile
As an ideal candidate, you should possess :
• Master’s degree in Finance or Economics.
• Fluent in French, English, German, and Luxembourgish; knowledge of another European language is a plus.
• Knowledge of Banking Processes, Products & Services.
• Familiarity with Microsoft Office, CRM, Core Banking, BI tools, Bloomberg, and Triple A.
• Knowledge of key investment materials, including derivatives, and risk management.
• Capability to build and maintain relationships with private customers.
• Confidence, a passion for financial markets, and being able to explain complex concepts in simple terms.
• Basic understanding of taxation.
Offer
Embark on a fulfilling career with our client, where you can seize exceptional internal training and development opportunities. Apply now
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