Investment Advisor
Il y a 6 mois
**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).
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.
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.
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Investment Advisor
Il y a 2 mois
Luxembourg Findel Airport Quintet Private Bank Temps plein**Purpose of the Job**: **Quintet Private Bank **is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. We are a bank headquartered in Luxembourg, with branches in Germany, Netherlands and...
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Investment Advisor
Il y a 5 mois
Luxembourg Human Innovation Partners Temps pleinHI Partners is currently seeking a talented and dynamic Investment Advisor who is fluent in both French and Dutch to join a reputable firm in Luxembourg. As an Investment Advisor, you will play a key role in providing expert investment advice and guidance to our clients in the Belgium market. This is a fantastic opportunity to work with a diverse range of...
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Investment Advisor, Luxembourg
il y a 3 semaines
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...
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Client Advisor
Il y a 6 mois
Luxembourg Fyte Temps pleinOur 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...
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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...
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Senior Investment Advisor
il y a 2 semaines
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Senior Investment Advisor
il y a 4 semaines
Luxembourg City Banque Internationale à Luxembourg BIL Temps pleinBanque Internationale à Luxembourg (BIL) is a leading financial institution in the Grand Duchy, with a rich history dating back to 1856. As a major player in Luxembourg's finance industry, BIL is committed to responsible and sustainable banking practices.The successful candidate will be responsible for collecting and analyzing financial information, making...
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Legal Advisor
il y a 2 semaines
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Investment Advisor
Il y a 6 mois
Luxembourg Select Luxembourg Temps plein**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...
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Tax Associate Director
il y a 2 semaines
Luxembourg, Luxembourg Axis Temps pleinJob DescriptionAxis is seeking an experienced Associate Director of Tax to join our team in Luxembourg. As a key member of our tax department, you will be responsible for managing a portfolio of investment projects, coordinating with external tax advisors, and providing tax intelligence to drive relevant restructuring.Key ResponsibilitiesHandle a portfolio...
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Client Advisor
il y a 1 mois
Luxembourg UBS Temps pleinLuxembourg - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 301033BR **City** - Luxembourg **Job Type** - Full Time **Your role** - Are you a dynamic person who loves to talk to clients and prospects? Do you have a strong track record in client advisory and sales? Can you close a deal? We’re looking for a...
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Client Advisor
il y a 3 semaines
Luxembourg UBS Luxembourg Temps plein**Job Reference **:301033BR **Your role** Are you a dynamic person who loves to talk to clients and prospects? Do you have a strong track record in client advisory and sales? Can you close a deal? We’re looking for a client advisor for our WM Nordics team (DK/SWE/FI/NO) to: - Build, establish and grow client relationships - Provide trusted advice to...
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Investment Professional
il y a 1 mois
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Client Advisor
Il y a 2 mois
Luxembourg Findel Airport Quintet Private Bank Temps plein**Purpose of the Job**: **Quintet Private Bank **is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. We are a bank headquartered in Luxembourg, with branches in Germany, Netherlands and...
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Finance Manager Investment Accounting Luxembourg
Il y a 2 mois
Luxembourg Mileway Temps pleinWe offer an opportunity you simply won’t find anywhere else. In less than four years, Mileway has grown into Europe’s leader in last mile logistics real estate, with a 500-plus team across more than twenty offices in ten countries._ Mileway, a Blackstone company, is the largest owner of last mile logistics real estate assets in Europe. We have a...
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Lawyer / Legal Advisor (M/F)
il y a 3 semaines
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,...
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Compliance Advisor
il y a 2 semaines
Luxembourg City Lemanik Asset Management Temps pleinJob DescriptionSenior Compliance AdvisorLemanik Asset Management SA, a Luxembourg-based Management Company and authorized AIFM, part of Lemanik Group based in Switzerland, is seeking an experienced Senior Compliance Advisor to reinforce its compliance team.Your RoleResearch and analyze operational and compliance data, including shareholders' register...
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Fundraising for Hospitality Investment Fund
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Luxembourg Helpstar Ltd Temps plein**Join Our Premier Investment Initiative: Transforming and Enhancing Large Hotels Around the Mediterranean** **Introduction to the Opportunity**: We are pleased to introduce our latest investment fund, strategically focused on the acquisition, revitalization, and repositioning of large hotel properties in the thriving Mediterranean region. This venture aims...
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Investment Controller
Il y a 5 mois
Luxembourg PATRIZIA AG Temps plein**PATRIZIA** ist ein führendes Unternehmen für weltweite Investments in Real Assets. Die Expertise und das Engagement unserer globalen Teams bilden die Basis unseres Erfolgs. Eine nachhaltige Zukunft zu gestalten und einen positiven Beitrag für die Gesellschaft zu leisten, treiben uns an. As** Investment Controller (M/F/d)** you will play a key role...
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Financial Portfolio Manager
il y a 6 jours
Luxembourg, Luxembourg Fisher Investments Temps pleinClient Relationship ExpertiseFisher Investments Europe, a leading global investment firm, seeks an experienced Investment Counsellor to join our team in Luxembourg. As a Financial Portfolio Manager - Client Advisor, you will play a crucial role in managing relationships with high-net-worth clients in Belgium.Key Responsibilities:Build and maintain...