German Speaking Avp
il y a 7 jours
On behalf of our client, a prestigious bank, we are looking for an “German Speaking AVP - Private Banking (M/F/d)” for their department in Luxembourg.
**Your Responsibilities**:
- Managing multi-asset class portfolios for clients across alternative and traditional assets
- Responsible for the communication with portfolio managers, internal partners, clients and product specialists to deliver solutions and investment thinking
- Assessing clients ́ risk appetite and own client suitability
- Creating (quarterly and annually) business and investment reviews
- Ensuring all trades are fully applicable and compliant for the regulatory and internal policies
- Proactively identify needs and reporting opportunities to originate solutions across capital markets, alternative investments, discretionary mandates, etc.
- Working with banking product needs including deposits, wealth planning and lending to identify opportunities and connect clients with specialists
**Your Profile**:
- MBA, CFA degree or other advanced degree a plus
- Several years of expertise in the investment management as well as comfortability in leading investment discussions
- Fluency in German and English, French would be an asset
- Good experience in asset allocation and portfolio construction with understanding of private clients/HNWI peculiarities
- Local qualifications or licenses are an advantage
- Strong knowledge of the regulatory framework (MiFID II, RDR, etc.)
If you are interested in this position and meet the job requirements of our client, please for
We look forward hearing from you Your Dexter Team
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