(Senior) Investment Advisor
il y a 2 semaines
**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, BIL is present in the financial centres of Luxembourg, Switzerland, and China.
**Your mission**:
You are in charge of the advised management of portfolios of private clients to whom you will proactively provide quality financial advice respecting the bank's investment strategy and the specificities of the clients (risk profile, tax residence...).
With a successful experience in a similar function, you are a financial markets’ professional able to forge your own convictions, and to appropriate the bank's strategy and its investment universes. Your independence of mind and your dynamism, combined with your proven taste for the relationship with customers, are your best assets for this mission.
**Responsibilities**
- 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)
**Must-have requirements**
- 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
- German and Luxembourgsîsh as native languages and fluency in English is mandatory, any other language will be considered as an advantage
- Computer knowledge: MS Office, Market Data Tools
**We offer**
BIL offers a broad range of challenging projects and a huge choice of career paths - we will assist you in finding the one that best meets your skills and expectations. Your personal development is our priority and we greatly encourage you to dive into different business areas for the broadest possible experience.
BIL is firmly of the opinion that diversity & inclusion contribute towards increasing the collective performance of the bank. We are committed to creating a culture of inclusion that encourages individual development with equal opportunities for all.
-
Senior Investment Advisor
il y a 1 semaine
Luxembourg Lombard Odier & Cie Temps pleinA 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...
-
Investment Advisor, Luxembourg
il y a 1 semaine
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...
-
Senior Legal Advisor Investment Funds M/F
il y a 6 jours
Luxembourg, Luxembourg Amundi Temps pleinGeneral 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...
-
(Junior) Investment Controller
il y a 16 heures
Luxembourg PATRIZIA Real Estate Investment Management Temps pleinPATRIZIA: A leading partner for global real assets As **(Junior) Investment Controller (M/F/d)** you will play a key role within the investment steering & management team in Luxembourg. **Your responsibilities**: As an Investment Controller you are responsible for the management of our investments in real estate companies local and abroad. Your area of...
-
Senior Tax Advisor
il y a 3 jours
Luxembourg, Luxembourg Austin Bright Temps pleinVous souhaitez rejoindre une société internationale qui combine ambition, expertise et respect de l'humain ? Cette entreprise, acteur mondial reconnu dans les services financiers et la gestion de fonds, vous offre l'opportunité de développer vos compétences au sein d'une équipe à taille humaine, dynamique et bienveillante.Avec plusieurs centaines de...
-
Senior Legal Advisor
il y a 1 semaine
Luxembourg ING Temps plein**Senior Legal Advisor (M/F)** **Description of the position** **As a Senior Legal Advisor (M/F), your main tasks will be**: - Review, negotiate and draft all types of legal documentation in relation to the various segments of the bank (Retail banking, private banking, wholesale banking and business banking); - Negotiate and review contracts with the Bank's...
-
Senior Tax Advisor
il y a 2 semaines
Luxembourg Austin Bright Temps pleinDo you live close to the **German border**and speak** fluent German**? Are you specialised in tax advisor? Then this is the opportunity for you ! Our client, a **small tax consultancy**, is looking for a Senior Tax Advisor Officer for their team and who will be responsible for a portfolio of clients mainly consisting of soparfi, regulated and non-regulated...
-
Senior Tax Advisor
il y a 16 heures
Luxembourg Austin Bright Temps pleinOur client is a **globally recognized industry leader**, committed to delivering unparalleled financial services to our esteemed international clientele. As part of our continuous growth strategy, we are expanding our **tax department **to better serve our high-profile **Private Equity (PE) and Real Estate (RE) clients.** Specializing in M&A and...
-
Senior Investment Advisor
il y a 1 semaine
Luxembourg Select Luxembourg Temps plein**Organisation and department description** Our client stands amongst the oldest multi-business banks in the Grand Duchy, actively contributing to the development of the Luxembourg economy. Operating across retail, private, and corporate banking, as well as major capital markets. **Job description** - Gathering and assessing financial data. - Formulating...
-
Senior Tax Advisor Direct
il y a 4 jours
Luxembourg Austin Bright Temps plein**Introduction**: Votre précédente expérience en Big 4 ou en cabinet d'avocats vous a plu et vous souhaitez démarrer un nouveau **challenge** dans cette même énergie ? Nous vous proposons alors de vous intéresser à notre partenaire présent à l'**international **depuis plus de 50 ans. En tant qu'expert en audit, comptabilité et conseil, ils...