Investment Advisor
il y a 6 jours
**Organisation and department description**
Our client is an international bank. With more than 2 000 employees, this renowned structure is specialized in retail, private and corporate banking, as well as on major capital markets.
**Job description**
Your tasks will include the following:
- 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).
**Profile**
- 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;
- Luxembourgish as a native language and fluency in English and German is mandatory, any other language will be considered as an advantage;
- Computer knowledge: MS Office, Market Data Tools.
**Offer
-
Investment Advisor, Luxembourg
il y a 20 heures
Luxembourg Deutsche Bank Temps plein**Investment Advisor, Luxembourg**: **Job ID**:R0356721**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-10-21**Location**:Luxemburg**Position Overview**: **Investment Advisor, Luxembourg** For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people - in around 60 countries and across...
-
Senior Investment Advisor
il y a 3 jours
Luxembourg Lombard Odier & Cie Temps pleinA career at the Lombard Odier Group is something to be proud of. Our mission is to protect and grow our clients’ wealth - but not by any means necessary. Sustainability is at the heart of everything we do and we treat our clients’ wealth as if it were our own. We protect our clients’ assets for the long-term using expertise and innovation, all...
-
(Senior) Climate Finance Advisor
il y a 1 semaine
Luxembourg European Investment Bank Temps pleinThe **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...
-
Senior Investment Advisor
il y a 2 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...
-
Investment Management Oversight Manager
il y a 1 semaine
Luxembourg GAM Investments Temps pleinAMBITIOUS? - 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...
-
Investment Advisor
il y a 6 jours
Luxembourg Select Temps plein**Your tasks will include the following**: 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...
-
Client Advisor
il y a 1 semaine
Luxembourg UBS Temps pleinLuxembourg - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 263132BR **City** - Luxembourg **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to give superior investment advice that grows client wealth? - We’re looking for a Client Advisor to: - develop and maintain trustworthy...
-
Senior Financial Advisor
il y a 5 jours
Luxembourg Universis Capital Partner Temps plein**europe / business development and marketing / remote / full time**: **About us**: Universis Capital Partner is an alternative investment fund with a management capacity of up to USD 500 million, carried out in phases of USD 100 million. We manage financial assets with the best resources in analytics and management, adapted to both traditional and digital...
-
Investment Advisor
il y a 2 semaines
Luxembourg Banque Internationale à Luxembourg (BIL) Temps pleinDescription Fondée en 1856, la Banque Internationale à Luxembourg (BIL) est la plus ancienne banque universelle du Grand-Duché. Depuis sa création, elle joue un rôle actif dans les principales phases du développement de l'économie luxembourgeoise. Elle exerce aujourd'hui les métiers de banque de détail, banque privée et banque des entreprises et...
-
German Speaking Investment Controller
il y a 6 jours
Luxembourg Le Grand & Associates Temps pleinOur client places responsible investment at the heart of its operations, and prioritizes sustainable actions. This solid company is committed to making a positive impact, shaping a better future, and fostering growth that benefits everyone involved. As the Investment Controller, you will play a pivotal role in overseeing and managing our client's investments...
-
Lawyer / Legal Advisor (M/F)
il y a 2 jours
Luxembourg Moovijob Week Journée spéciale Banque Assurance Services financiers Temps plein**Lawyer/Legal Advisor (M/F)**: We are currently looking for Law / Legal professionals to join law firms, Big4, consulting companies, industries, banks,... **Profile**: - Knowledge in European legislation, UCITS, intellectual property, European legislation, banking law, financial law, company law is an advantage - Experience as a Legal Advisor, Paralegal,...
-
Senior Investment Advisor
il y a 20 heures
Luxembourg Select Luxembourg Temps plein**Organisation and department description** Our client stands amongst the oldest multi-business banks in the Grand Duchy, actively contributing to the development of the Luxembourg economy. Operating across retail, private, and corporate banking, as well as major capital markets. **Job description** - Gathering and assessing financial data. - Formulating...
-
(Senior) Investment Advisor
il y a 4 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,...
-
Investment Advisor Luxembourg Market
il y a 20 heures
Luxembourg Banque Internationale à Luxembourg Temps pleinBanque Internationale à Luxembourg LuxembourgPosted 23 minutes ago Hybrid Permanent Negotiable Founded in 1856, Banque Internationale à Luxembourg is the oldest multi-business bank in the Grand Duchy. From its foundation, the BIL has always played an active role in the development of the Luxembourg economy. It currently operates in retail, private and...
-
Auditor / Accountant / Legal Advisor / Lawyer (M/F)
il y a 2 jours
Luxembourg Moovijob.com Temps plein**Auditor / Accountant / Legal advisor / Lawyer (M/F)**: We are currently looking for Finance, Audit, Accounting, Law / Legal professionals with a strong interest in investment banking, investment funds, compliance and tax... **Profile**: - A first professional experience as an Accountant, Fund Accountant, Credit Control Analyst, Treasurer, Credit Analyst,...
-
(Senior) Investment Advisor
il y a 1 semaine
Luxembourg Banque Internationale à Luxembourg (BIL) Temps pleinDescription 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...
-
Senior Legal Advisor
il y a 7 jours
Luxembourg Waystone Governance Ltd. Temps pleinWaystone 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...
-
Portfolio Control Manager
il y a 4 jours
Luxembourg Banque Internationale à Luxembourg (BIL) Temps pleinDescription Fondée en 1856, la Banque Internationale à Luxembourg (BIL) est la plus ancienne banque universelle du Grand-Duché. Depuis sa création, elle joue un rôle actif dans les principales phases du développement de l'économie luxembourgeoise. Elle exerce aujourd'hui les métiers de banque de détail, banque privée et banque des entreprises et...
-
(Senior) Investment Advisor
il y a 1 semaine
Luxembourg BIL Temps pleinDescription 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...
-
Spontaneous- Investment Advisor
il y a 4 jours
Luxembourg INOWAI GROUP Temps pleinDescription Founded in 1999, **INOWA**I is a leading independent Real Estate Advisory company in Luxembourg. Our multidisciplinary and multicultural team comprises of more than 65 staff members. **INOWAI** specializes in various business lines: Brokerage (Offices, Retail, Industrial, Residential, Capital Markets), Valuation services, Property Management &...