Investment Advisor
il y a 2 semaines
Description
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 participe aux marchés de capitaux. Avec plus de 2.000 collaborateurs, la Banque est présente au Luxembourg, en Suisse, et en Chine.
Acteur majeur de la place financière luxembourgeoise et signataire des « Principles for Responsible Banking » de l’UNEP FI (United Nations Environment Programme Finance Initiative), la BIL s’engage pour la construction d'une économie durable.
Responsabilités
**Votre mission**:
Au sein de l'équipe Investment Advisory, vous prendrez en charge la gestion conseillée de portefeuilles de clients privés à qui vous prodiguerez de façon proactive un conseil financier de qualité respectant la stratégie d'investissement de la banque et les spécificités des clients (profil de risque, résidence fiscale...).
Fort d’une expérience réussie dans une fonction similaire, vous êtes un professionnel des marchés financiers en mesure de vous forger vos propres convictions, et de vous approprier la stratégie de la banque et ses univers d’investissement. Votre indépendance d’esprit et votre dynamisme, alliés à votre gout avérépour la relation avec des clients HNWI, sont vos meilleurs atouts pour cette mission.
**Vos activités**:
- Collecter et analyser les informations financières
- Faire des propositions d’investissement aux clients prives en accord avec la stratégie d’investissement, et respectant leur situation personnelle et leur profil de risque
- Faire le suivi des investissements en contact étroit avec les clients, réagir si nécessaire et gérer les alertes
- Participer activement aux réunions de marche des équipes de gestion et de conseil
- Animer des réunions de marche face aux équipes commerciales, et les accompagner dans les rendez-vous clients et les propositions d’investissement aux clients
Exigences obligatoires
**Votre profil**:
- Formation de base : de préférence, formation universitaire avec une spécialisation en Finance, Economie ou dans une discipline scientifique
- Connaissances spécifiques:
- Gestion de portefeuilles diversifies, maitrise des principales classes d’actifs (actions, obligations, marches des changes)
- Bonne connaissance des principaux supports d’investissement (y compris les dérivés)
- Bonne compréhension de la gestion des risques
- Connaissances informatiques : Excel, Powerpoint, Bloomberg, Triple A
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