Investment Advisor

il y a 1 semaine


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 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


  • Senior Investment Advisor

    il y a 6 jours


    Luxembourg Lombard Odier & Cie Temps plein

    A 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...


  • Luxembourg European Investment Bank Temps plein

    The **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...

  • Investment Advisor

    il y a 1 semaine


    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...


  • Luxembourg Amundi Temps plein

    **Description du poste**: In this role, you will be responsible for providing legal advice and in charge of file on the set-up, structuring and any operations of regulated funds (mainly UCITS), working closely with internal teams and clients. You will be involved in a broad range of fund-related legal and regulatory matters, including regulatory compliance,...

  • Client Advisor

    il y a 2 semaines


    Luxembourg UBS Temps plein

    Luxembourg - 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...


  • Luxembourg Le Grand & Associates Temps plein

    Our 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...


  • Luxembourg, Luxembourg Apex Group Ltd Temps plein 60.000 € - 90.000 € par an

    FundRock is a Pan-European leading independent UCITS management company and AIFM (Alternative Investment Fund Manager). Our clients are established blue-chip companies and leaders in their domestic market.We invest in our people, enabling you to develop your skills and build on your experience.If you like the idea of working for an ambitious and growing...

  • (Senior) Investment Advisor

    il y a 1 semaine


    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 Oversight Analyst

    il y a 2 semaines


    Luxembourg Aviva Temps plein

    Investment Oversight Analyst - Luxembourg This is a great job for someone who has broad knowledge and understanding of the Investment industry. A bit about the job: The Purpose of the role is to play a key part in the building of Aviva Investors Luxembourg IM Oversight Framework in line with local regulatory requirements. Within the role, you will perform...

  • Portfolio Control Manager

    il y a 1 semaine


    Luxembourg Banque Internationale à Luxembourg (BIL) Temps plein

    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...