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Investment Advisor Opportunity

We are seeking a highly skilled Investment Advisor to manage relationships with high-net-worth clients in Norway. Your ability to understand their needs and educate them on portfolio changes is crucial to your success in this role.

  • Build long-standing relationships with clients, ensuring they receive exceptional service.
  • Manage a book of high-net-worth relationships with approximately €100-150 million in assets.
  • Act as the conduit between clients, our Investment Policy Committee, research and trading departments, and several service teams.
  • Proactively update clients on portfolio changes, financial markets, current market strategy, and investment philosophy.
  • Gain advanced finance and capital markets education through our training program.
Responsibilities and Requirements
  • 2+ years exposure to private clients within the banking/wealth management industry.
  • A sound knowledge of financial concepts, markets, current events, and market analysis.
  • Native Norwegian and native or fluent English language skills; proficiency in other European languages is beneficial.
  • Connect with and educate a variety of audiences.
  • Maintain a positive personality and empathise with clients in good times and bad.
  • MiFID certification, training, or equivalent.
  • CFA or similar education is beneficial.
About This Opportunity

The Investment Counsellor (IC) role is focused on managing relationships with high-net-worth clients in Norway from our office in Luxembourg. You will report to your Team Manager who will aid in your professional development.

This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.