Investment Counselor
il y a 4 semaines
**Job type**:
- Permanent**Emp type**:
- Full-time**Industry**:
- Private Banking & Wealth Management**Expertise**:
- Private Banking & Wealth Management**Salary type**:
- Annual**Location**:
- Luxembourg**Job published**:
- 18-01-2023**Job ID**:
- 33117New Position - **Investment Counselor - VP Level**
Our client, International Private Bank with European operations based in Luxembourg are looking to hire the Investment Counsellor to join their Luxembourg Advisory Team.
He/she is responsible for providing advisory services and investment counseling to Private Bankers and their clients across their European markets.
**Why should you choose this position?**
- Career advancement role - VP Level
- Stable bank, pleasant working environment, good team atmosphere
- Client relationship and consulting experience
- City Central location - Luxembourg
- Attractive Package including Bonus and Benefits
- Strong long-term internal career prospects
- Good work-life balance
**Your 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
- We take your privacy as our utmost concern and we manage your data with the highest degree of confidentiality._
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