Investment Advisor

il y a 6 jours


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



  • Luxembourg Deutsche Bank Temps plein

    **Investment Advisor, Luxembourg**: **Job ID**:R0356721**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-10-21**Location**:Luxemburg**Position Overview**: **Investment Advisor, Luxembourg** For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people - in around 60 countries and across...


  • 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...

  • Tax Advisor

    il y a 4 jours


    Luxembourg, Luxembourg Austin Bright Temps plein

    Looking for a peaceful, stress-free work environment where you can grow as a tax professional? Our client, a friendly and growing firm specializing in tax structuring for investment funds across Europe, is looking for a Tax Advisor to join their Luxembourg office.Located just across the German border, the office offers easy commuting, a calm setting, and a...


  • Luxembourg, Luxembourg Amundi Temps plein

    General information Entity Amundi, the leading European asset manager, ranking among the top 10 global players (1), offers its 100 million clients - retail, institutional and corporate - a complete range of savings and investment solutions in active and passive management, in traditional or real assets. This offering is enhanced with IT tools and services...

  • Investment Advisor

    il y a 6 jours


    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...

  • Tax Advisor

    il y a 1 semaine


    Luxembourg, Luxembourg Abiomis Temps plein

    Tax Advisor – German Border, Close Knit TeamIt is a pleasure to introduce you to a new opportunity within a tax firm located near the German border.First of all, the location is ideal for professionals living in Germany or in the East or North of Luxembourg, allowing you to save a considerable amount of time on your daily commute.Furthermore, our client is...


  • 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,...

  • Investment Controller

    il y a 2 semaines


    Luxembourg PATRIZIA AG Temps plein

    **PATRIZIA** ist ein führendes Unternehmen für weltweite Investments in Real Assets. Die Expertise und das Engagement unserer globalen Teams bilden die Basis unseres Erfolgs. Eine nachhaltige Zukunft zu gestalten und einen positiven Beitrag für die Gesellschaft zu leisten, treiben uns an. As **Investment Controller (M/F/d)** you will play a key role...

  • Tax Advisor

    il y a 7 jours


    Luxembourg, Luxembourg Abiomis Temps plein

    Tax Advisor - German Boarder, Boutique FirmLocated near the German border, this tax firm is perfectly suited for professionals living in Germany or the northern/eastern regions of Luxembourg, significantly reducing daily commute times.Our client is a highly respected firm known for its expertise in tax compliance, advisory, structuring, as well as legal...

  • Corporate Tax Advisor

    il y a 2 semaines


    Luxembourg Austin Bright Temps plein

    Our client, a dynamic and expanding **firm specializing in tax for investment** structuring mainly in Europe, is looking to strengthen their Luxembourg team. Located near the German border, the firm offers an excellent work-life balance with mínimal commuting. This role is perfect for a motivated tax professional with **2-4 years of experience**, eager to...