(Senior) Investment Advisor

il y a 2 jours


Luxembourg Banque Internationale à Luxembourg (BIL) Temps plein

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 as a native language and fluency in English is mandatory, any other language will be considered as an advantage
- Computer knowledge: MS Office, Market Data Tools



  • Luxembourg European Investment Bank Temps plein

    The **EIB**, the European Union's bank, is seeking to recruit for its Operations Directorate (OPS), Advisory Services Department (AS), Climate & Social Finance Advisory Division (Clim&Social), Climate & Urban Unit (Clim&Urb) at its headquarters in Luxembourg, a **(Senior) Climate Finance Advisor**. **This is a full-time position at grade 5/6 for which the...

  • Junior Investment Advisor

    il y a 4 semaines


    Luxembourg CA Indosuez Wealth (Group) Temps plein

    **Type de métier**: Types de métiers Crédit Agricole S.A. - Financement et Investissement **Intitulé du poste**: Junior Investment Advisor (VIE) H/F **Type de contrat**: VIE **Durée (en mois)**: 12 **Date prévue de prise de fonction**: 01/01/2025 **Poste avec management**: Non **Cadre / Non Cadre**: Non cadre **Missions**: - Assister les Senior...

  • Senior Investment Advisor

    il y a 1 semaine


    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...

  • Senior Legal Advisor

    il y a 13 heures


    Luxembourg Waystone Governance Ltd. Temps plein

    Waystone leads the way in specialist services for the asset management industry. Partnering institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide. With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone is now serving...


  • Luxembourg Austin Bright Temps plein

    Cette société de moyenne taille est à la recherche d'un Senior Tax Compliance Adviso. La structure en pleine croissance vous permettra de miser sur de très belles opportunités d'évolution sur le moyen terme. Vous êtes manager ou avez des ambitions manageriales après plusieurs années d'expérience en tant que senior ? Alors n'hésitez pas à lire...

  • Senior Legal Advisor

    il y a 5 jours


    Luxembourg Waystone Temps plein

    Waystone Management Company (Lux) S.A. is currently looking to reinforce its Legal team with a_**: **Senior Legal Advisor** **Reporting line**: Head of Legal Luxembourg **Job description**: - Provide legal support and advice during the on-boarding process and daily legal administration of UCITS and AIFs structures (SIF, UCI Part II, RAIF, SCS(p)); - Draft...

  • Senior Tax Advisor

    il y a 13 heures


    Luxembourg Austin Bright Temps plein

    **Introduction**: Votre précédente expérience en Big 4 ou en cabinet d'avocats vous a plu et vous souhaitez démarrer un nouveau **challenge** dans cette même énergie ? Nous vous proposons alors de vous intéresser à notre partenaire présent à l'**international **depuis plus de 50 ans. En tant qu'expert en audit, comptabilité et conseil, ils...

  • Senior Tax Advisor

    il y a 2 jours


    Luxembourg Austin Bright Temps plein

    You speak French and English and want to join a stable team where you will learn and develop yourself? Our client provides a **great quality of services** that will bring you a perfect expertise working with prestigious clients. They are looking for **senior profiles to grow their tax advisory department** and join their team. They can offer you a **better...

  • Senior Accountant

    il y a 3 jours


    Luxembourg Le Grand & Associates Temps plein

    We are seeking an experienced and detail-oriented Senior Accountant specializing in statutory investment with a focus on real estate. As a Senior Accountant, you will oversee the investment portfolio, ensure compliance with regulations, and provide financial insights for strategic decision-making. **Responsibilities**: - Manage the company's investment...


  • Luxembourg mileway Temps plein

    Mileway was launched by Blackstone in September 2019 and is currently the largest last mile logistics real estate company in Europe. Mileway owns and manages a portfolio of more than 1,700 assets within close proximity to more than 100 European cities. With a 400+ strong team and over twenty offices in ten countries, Mileway lives it values: Drive, Trust,...

  • Senior Legal Advisor

    il y a 3 jours


    Luxembourg BNP Paribas Temps plein

    SENIOR LEGAL ADVISOR (M/F) (JOB NUMBER: BNPSUC LEGCDD) - BNP Paribas Securities Services - Luxembourg Branch ranks amongst the top providers of Fund Services in Luxembourg._ - The Securities Services business of BNP Paribas is one of Europe's leading providers of custody services for securities._ - The Luxembourg branch plays a major part in its operations,...

  • Junior Investment Advisor

    il y a 4 semaines


    Luxembourg Indosuez Wealth Management Temps plein

    **Description du poste**: - Assister les Senior Advisors dans l’analyse de portefeuilles, la génération d’idées d’investissement et la réalisation de propositions d’investissement en accord avec la stratégie maison. - Se tenir informé de l’actualité des marchés financiers, des développements micro et macro-économiques et participer à la...


  • Luxembourg European Investment Fund Temps plein

    **EIF Posting**: - The _**_European Investment Fund (EIF)_**_ is seeking to recruit for its Investment Office (IO) - Client Services - Equity Services Division at its headquarters in Luxembourg, a (Senior) Portfolio Services Officer (Equity). *. This is a full-time position (travel required) at grade 4/5 for which the EIF offers permanent contract._ -...


  • Luxembourg BIL Temps plein

    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...


  • Luxembourg Funds Talent Temps plein

    **Summary**: A world-renowned asset manager requires a Senior Investment Accountant to join one of their subsidiaries to focus on their real estate credit equity and other financial assets. This is a fantastic opportunity to work closely with a global asset manager, reporting directly to the Investment Controller and working with the wider business. **Key...


  • Luxembourg GAM Investments Temps plein

    AMBITIOUS? - BRIGHT? - RIGHT? - GAM is one of the world’s leading independent asset managers. We provide differentiated active investment solutions and products for institutions, financial intermediaries and private investors. - Our core investment business is complemented by fund management services, which include fund administration and other support...

  • Senior Legal Advisor

    il y a 4 semaines


    Luxembourg Banque Pictet & Cie (Europe) AG, succursale de Luxembourg Temps plein

    **Your team** The **Pictet Group** is one of the world's leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented in 30 offices in financial centres worldwide, currently employing over 5200 people. Pictet has been present in Luxembourg since 1989 where it employs over 700...

  • Senior Tax Advisor

    il y a 3 semaines


    Luxembourg KPMG Luxembourg Temps plein

    KPMG Luxembourg combines our multi-disciplinary approach with deep, practical industry knowledge to help clients meet challenges and respond to opportunities. As a leading consulting firm with more than 1,700 employees and more than 70 nationalities in Luxembourg, we know that our strength and capability come from our people, their experiences, culture and...

  • Legal Advisor

    il y a 4 semaines


    Luxembourg Waystone Governance Ltd. Temps plein

    Waystone leads the way in specialist services for the asset management industry._ - Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide._ - With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone is...

  • Experienced Senior

    il y a 3 semaines


    Luxembourg KPMG Luxembourg Temps plein

    KPMG Luxembourg combines our multi-disciplinary approach with deep, practical industry knowledge to help clients meet challenges and respond to opportunities. As a leading tax firm with more than 1,700 employees and more than 70 nationalities in Luxembourg, we know that our strength and capability come from our people, their experiences, culture and...