Investment Counsellor

il y a 3 semaines


Luxembourg, Luxembourg EFG International Temps plein

Main duties and responsibilities:

  • Manage bespoke portfolios for UHNWI and HNWI
  • Provide update investment opportunities to clients and prospects
  • Implement the bank's investment strategy with appropriate products
  • Provide regular investment advice and solutions to Private Bankers and their clients across all asset classes, collaborating with portfolio managers, product specialists and central advisory team
  • Regularly assess client investment needs, experience, expectation, and risk tolerance
  • Represent Advisory in committees and presentation
  • Coordinate and prepare regular portfolio reviews and investment proposals,
  • Collaborate with Private Bankers to develop investment activities in acquiring new business and identifying investment solutions that match prospect/client's needs
  • Promote advisory offer (presentation, Investment proposal, book review ) to increase mandate penetration
  • Support the growth in Advisory and Discretionary mandates by implementing suitable sales strategies
  • Respect of all internal and external regulations and procedures

Education & Qualifications:

  • University degree in Finance, Economy or Business Administration
  • CFA, MBA degree or other advanced degree is a plus

Experience, skills and competencies required:

  • 5 years of experience minimum in Advisory, Discretionary Portfolio Management or Asset Management in a multiasset context
  • Passionate by financial markets
  • Client focused
  • Very good generalist knowledge of all asset classes and financial instruments
  • Proactive attitude with ability to demonstrate initiative
  • Team player
  • Capable of working under pressure and efficiently prioritizing tasks
  • English and French (excellent written and oral skills) is mandatory, additional languages would be an asset

  • Swedish Investment Counsellor

    il y a 3 semaines


    Luxembourg, Luxembourg Fisher Investments Europe Temps plein

    Overview:Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service?The Opportunity:The...

  • Danish Investment Counsellor

    il y a 3 semaines


    Luxembourg, Luxembourg Fisher Investments Europe Temps plein

    Overview:Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service?The Opportunity:The...

  • Belgian Investment Counsellor

    il y a 3 semaines


    Luxembourg, Luxembourg Fisher Investments Europe Temps plein

    Overview:Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service?The Opportunity:The...


  • Luxembourg, Luxembourg language matters Recruitment Consultants B.V. Temps plein

    Are you interested to start a new challenge supporting a brokerage team? Our client, a globally known investment adviser is on the look-out for a French speaking Wealth Solutions (Assurance Vie) Associate for their team in Luxembourg. You will help the team reach their ambitious goals by coordinating with internal departments, preparing on-boarding...

  • Client Advisor

    il y a 3 semaines


    Luxembourg, Luxembourg Fyte Temps plein

    Our client is a well-established investments firm, serving as an independent asset manager that currently oversees several billion dollars for individuals, families, and institutions globally.To enhance their team in Luxembourg, we are actively seeking three Client Advisor profilesThe first profile requires fluent Dutch proficiency in both spoken and written...


  • Luxembourg, Luxembourg language matters Recruitment Consultants B.V. Temps plein

    Are you interested to start your career in financial services? Our client, a globally known investment adviser is on the look-out for a French speaking Regional Sales Associate for their team in Luxembourg. In this position you will provide support especially to the Private Client Director, who is responsible for meeting and educating prospective clients on...


  • Luxembourg, Luxembourg language matters Recruitment Consultants B.V. Temps plein

    Are you interested to start your career in financial services? Our client, a globally known investment adviser is on the look-out for a French speaking Regional Sales Associate for their team in Luxembourg. In this position you will provide support especially to the Private Client Director, who is responsible for meeting and educating prospective clients on...


  • Luxembourg, Luxembourg Fisher Investments Europe Temps plein

    Overview:The Fisher Investments Luxembourg (FIL) brokerage team is focused on helping prospects and clients in France by providing specialised financial planning advice through a very common investment account type called Assurance Vie. We provide a much higher standard of service to clients than they typically get with existing Assurance Vie options and...

  • Sales Quality Analyst

    il y a 3 semaines


    Luxembourg, Luxembourg HSBC Temps plein

    HSBC Holdings plc, the parent company of the HSBC Group, is headquartered in London.HSBC serves customers worldwide from offices in 64 countries and territories in our geographical regions: Europe, Asia, North America, Latin America, and Middle East and North Africa. _ HSBC provides a comprehensive range of financial services through three global businesses:...

  • Danish Investment Counsellor

    il y a 3 semaines


    Luxembourg Redstone Search Group Temps plein

    **Locations**:Europe**Divisions**:Private Banking & Wealth Management**Roles**:AnalystClient RelationsComplianceCorporate AdvisoryCredit OfficerDevelopment/SalesFinanceFinancial PlanningOtherPrivate Client**Job Ref**:RS1792**Sulayman Khwaja** **Recruitment Consultant** **+44 1727 614 139** Redstone Private Banking Search are leaders in the global...

  • Swedish Investment Counsellor

    il y a 3 semaines


    Luxembourg Redstone Search Group Temps plein

    **Locations**:Europe**Divisions**:Private Banking & Wealth Management**Roles**:AnalystClient RelationsComplianceCorporate AdvisoryCredit OfficerDevelopment/SalesFinancePrivate Client**Job Ref**:RS1790**Sulayman Khwaja** **Recruitment Consultant** **+44 1727 614 139** Redstone Private Banking Search are leaders in the global provision of search solutions...

  • French Investment Counsellor

    il y a 3 semaines


    LUXEMBOURG Fisher Investments Temps plein

    Fisher Investments Luxembourg is the Luxembourg-based subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. Our organisation has grown over the past decade and we're looking for...

  • Belgian Investment Counsellor

    il y a 3 semaines


    LUXEMBOURG Fisher Investments Temps plein

    Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service? Fisher Investments Europe is...


  • LUXEMBOURG Fisher Investments Temps plein

    Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service? Fisher Investments Luxembourg...

  • Danish Investment Counsellor

    il y a 3 semaines


    LUXEMBOURG Fisher Investments Temps plein

    Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service? Fisher Investments Luxembourg...

  • Dutch Investment Counsellor

    il y a 3 semaines


    LUXEMBOURG Fisher Investments Temps plein

    Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service? Fisher Investments Luxembourg...

  • Swedish Investment Counsellor

    il y a 3 semaines


    LUXEMBOURG Fisher Investments Temps plein

    Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service? Fisher Investments Luxembourg...


  • Luxembourg Fisher Investments Europe Temps plein

    Overview: Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service? **The...


  • Luxembourg Fisher Investments Europe Temps plein

    Overview: Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service? **The...


  • Luxembourg Fisher Investments Europe Temps plein

    Overview: Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service? **The...


  • Luxembourg Fisher Investments Europe Temps plein

    Overview: Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service? **The...


  • Luxembourg Fisher Investments Europe Temps plein

    Overview: Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service? **The...

  • Investment Counsellor

    il y a 4 semaines


    Luxembourg EFG International Temps plein

    **Main duties and responsibilities**: - Manage bespoke portfolios for UHNWI and HNWI - Provide update investment opportunities to clients and prospects - Implement the bank’s investment strategy with appropriate products - Provide regular investment advice and solutions to Private Bankers and their clients across all asset classes, collaborating with...

  • Client Advisor

    il y a 1 mois


    Luxembourg Fyte Temps plein

    Our client is a well-established investments firm, serving as an independent asset manager that currently oversees several billion dollars for individuals, families, and institutions globally. To enhance their team in Luxembourg, we are actively seeking three Client Advisor profiles The first profile requires fluent Dutch proficiency in both spoken and...


  • Luxembourg language matters Recruitment Consultants B.V. Temps plein

    Are you interested to start a new challenge supporting a brokerage team? Our client, a globally known investment adviser is on the look-out for a French speaking Wealth Solutions (Assurance Vie) Associate for their team in Luxembourg. You will help the team reach their ambitious goals by coordinating with internal departments, preparing on-boarding...


  • Luxembourg language matters Recruitment Consultants B.V. Temps plein

    Are you interested to start a new challenge supporting a brokerage team? Our client, a globally known investment adviser is on the look-out for a French speaking Wealth Solutions (Assurance Vie) Associate for their team in Luxembourg. You will help the team reach their ambitious goals by coordinating with internal departments, preparing on-boarding...


  • Luxembourg language matters Recruitment Consultants B.V. Temps plein

    Are you interested to start a new challenge supporting a brokerage team? Our client, a globally known investment adviser is on the look-out for a French speaking Wealth Solutions (Assurance Vie) Associate for their team in Luxembourg. You will help the team reach their ambitious goals by coordinating with internal departments, preparing on-boarding...


  • Luxembourg language matters Recruitment Consultants B.V. Temps plein

    Are you interested to start your career in financial services? Our client, a globally known investment adviser is on the look-out for a French speaking Regional Sales Associate for their team in Luxembourg. In this position you will provide support especially to the Private Client Director, who is responsible for meeting and educating prospective clients on...


  • Luxembourg Fisher Investments Europe Temps plein

    Overview: **The Opportunity**: The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations. As a Dutch PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellors in...