Investment Counsellor

il y a 7 jours

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 multi-asset 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

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