Investment Advisor
il y a 2 semaines
Description
Founded in 1856, Banque Internationale à Luxembourg (BIL) is the oldest multi-business bank in the Grand Duchy. It has always played an active role in the main stages of development of the Luxembourg economy. It currently operates in retail, private and corporate banking, as well as on financial markets. Employing more than 2,000 people, BIL is present in the financial centres of Luxembourg, Switzerland, and China.
Your mission:
You are in charge of the advised management of portfolios of private clients to whom you will proactively provide quality financial advice respecting the bank's investment strategy and the specificities of the clients (risk profile, tax residence...).
With a successful experience in a similar function, you are a financial markets' professional able to forge your own convictions, and to appropriate the bank's strategy and its investment universes.
Your independence of mind and your dynamism, combined with your proven taste for the relationship with customers, are your best assets for this mission.
Responsibilities
- Collect and analyze financial information
- Make investment proposals to private clients in accordance with the investment strategy, and respecting their personal situation and risk profile
- Track investments in close contact with customers, react if necessary, and manage alerts
- Actively participate in market meetings of management and advisory teams
- Host market meetings in front of sales teams, and accompany them in customer appointments and investment proposals to clients
- Diversify portfolio management, control of key asset classes (equities, bonds, foreign exchange markets)
Must-have requirements
- Good knowledge of key investment materials (including derivatives)
- Good understanding of risk management
- Ability to handle a relationship with private customers with a minimum of 5 years' experience
- Strength of conviction, passion for financial markets, ability to explain market concepts in simple terms
- Basic knowledge on taxation
- Ability to take initiatives, team spirit essential
- Good verbal and written communication
- German and Luxembourgsîsh as native languages and fluency in English is mandatory, any other language will be considered as an advantage
- Computer knowledge: MS Office, Market Data Tools
We offer
BIL offers a broad range of challenging projects and a huge choice of career paths - we will assist you in finding the one that best meets your skills and expectations.
Your personal development is our priority and we greatly encourage you to dive into different business areas for the broadest possible experience.
BIL is firmly of the opinion that diversity & inclusion contribute towards increasing the collective performance of the bank. We are committed to creating a culture of inclusion that encourages individual development with equal opportunities for all.-
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