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Investment Advisor
il y a 1 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.
