Emplois actuels liés à Danish Private Client Advice Associate - Luxembourg - Integrity Resource Solutions Ltd


  • Luxembourg language matters Recruitment Consultants B.V. Temps plein

    Are you interested to start a new challenge in an analytical role in the financial industry? Our client, globally known investment adviser is on the look-out for a Danish speaking Client Advice Associate to their team in Luxembourg. You will be the right hand of Analysts and together as a team you will provide advice to clients about prospect goals,...


  • Luxembourg language matters Recruitment Consultants B.V. Temps plein

    Are you interested to start a new challenge in an analytical role in the financial industry? Our client, globally known investment adviser is on the look-out for a Danish speaking Client Advice Associate to their team in Luxembourg. You will be the right hand of Analysts and together as a team you will provide advice to clients about prospect goals,...


  • Luxembourg Language Matters Recruitment Consultants Ltd. Temps plein

    Luxembourg - Danish, English - €34500 - €45000 per annum - Permanent - Sales and account management - HH 23924 Are you looking to start your career in sales? Our client, a globally known investment adviser is on the look-out for a Danish speaking Account Executive to start in their team in Luxembourg. As an Account Executive you are the first point of...

  • Danish Investment Counsellor

    il y a 2 semaines


    Luxembourg Redstone Search Group Temps plein

    **Locations**:Europe**Divisions**:Private Banking & Wealth Management**Roles**:AnalystClient RelationsComplianceCorporate AdvisoryCredit OfficerDevelopment/SalesFinanceFinancial PlanningOtherPrivate Client**Job Ref**:RS1792**Sulayman Khwaja** **Recruitment Consultant** **+44 1727 614 139** Redstone Private Banking Search are leaders in the global...


  • Luxembourg language matters Recruitment Consultants B.V. Temps plein

    Are you interested to start your career in an analytical role in the financial industry? Our client, globally known investment firm is on the look-out for a Norwegian speaking Client Advice Associate to their team in Luxembourg. You will be the right hand of Analysts and together as a team you will provide advice to clients about prospect goals, investment...


  • Luxembourg language matters Recruitment Consultants B.V. Temps plein

    Are you interested to start your career in an analytical role in the financial industry? Our client, globally known investment firm is on the look-out for a Norwegian speaking Client Advice Associate to their team in Luxembourg. You will be the right hand of Analysts and together as a team you will provide advice to clients about prospect goals, investment...


  • Luxembourg language matters Recruitment Consultants B.V. Temps plein

    Are you interested to start your career in an analytical role in the financial industry? Our client, globally known investment firm is on the look-out for a Swedish speaking Client Advice Associate to their team in Luxembourg. You will be the right hand of Analysts and together as a team you will provide advice to clients about prospect goals, investment...


  • Luxembourg language matters Recruitment Consultants B.V. Temps plein

    Are you interested to start your career in an analytical role in the financial industry? Our client, globally known investment firm is on the look-out for a Dutch speaking Client Advice Associate to their team in Luxembourg. You will be the right hand of Analysts and together as a team you will provide advice to clients about prospect goals, investment...

  • Danish Account Executive

    il y a 1 semaine


    Luxembourg Integrity Resource Solutions Ltd Temps plein

    Are you looking for a sales role in wealth management? My client is a preeminent global Private Investment Adviser and Money Management firm. They are looking for a Danish Account Executive. The Account Executive position provides the opportunity to join a sales environment surrounded by driven, intelligent, and passionate individuals determined to impact...

  • Danish Translator

    il y a 2 semaines


    Luxembourg Fisher Investments Europe Temps plein

    Overview: **The Opportunity**: As part of the firm's in-house translation team, you will provide translation services to internal clients across Sales, Service, Research, Content, Marketing, Legal and Compliance, and others. This is an exciting opportunity to join a growing company and support Fisher Investments in our globalisation efforts and...

Danish Private Client Advice Associate

il y a 2 semaines


Luxembourg Integrity Resource Solutions Ltd Temps plein

As a Danish PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellor's in providing regulated and suitable advice to prospective and existing clients. You will learn to use data and insights to guide your recommendations. You will report to your Team Leader who will aid in your professional development and job training.

**The Day-to-Day**:

- Prepare and format written proposals by collecting client information, using information from third-party vendors, and conducting analysis based on the existing assets, and running portfolio simulations
- Partner with other internal groups to ensure smooth transition of cases
- Work on ad hoc group projects to help increase efficiency
- Use MS Access, Word, Excel (perform complex functions) and Adobe to customise proposals and produce detailed reports

**Your Qualifications**:

- A University degree or equivalent combination of education/experience
- Fluent language proficiency in: Danish (Written and Verbal)
- Experience with financial planning and investment principles or industry exams preferable
- Produce quality work within a target timeline
- Eager to work in an energetic, collaborative environment to support high-volume output

Consultant: Daniel Guerra