![Language Matters Recruitment Consultants Ltd.](https://media.trabajo.org/img/noimg.jpg)
Dutch Speaking Private Client Advisor
il y a 2 semaines
- Dutch, English
- Up to €40000 per annum
- Permanent
- Finance and accountancy
- HH 23807
Do you have experience in investments and financial planning? Do you live in Luxembourg or are interested to relocate there? Our client, globally known investment adviser is on the look-out for a Dutch speaking Private Client Advisor.
Together with a team of Analysts, Agents and Investment Councellors you will provide advice to clients about prospect goals, investment strategies and financial planning.
Your responsibilities will include:
- Evaluating prospect goals, risks, investment strategies and structures in order to plan appropriate asset allocation and recommendations
- Creating proposals based on information from clients and thirdparty vendors, analysis on existing assets and portfolio simulations
- Conducting tax wrapper analysis for bond surrenders, preparing transfer/surrender documentation
- Collaborating with internal teams and managing ad hoc projects
About you:
You are a true team worker and have great time management skills to keep up with target deadlines.
You are keen to develop and learn the ins and outs of investing and financial planning and assist clients to your best knowledge.
You will be part of energetic and multicultural Private Client Advice group and working in collaboration across teams.Profile:
- Fluent in Dutch (C1level or higher) and English, both written and spoken
- Experience with investing and financial planning
- Proactive, accurate and client oriented
- Available to start as soon as possible onsite in Luxembourg
languagematters is acting as an employment agency in relation to this vacancy.
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