Senior Investment Advisor
il y a 7 jours
**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 investment recommendations for private clients, aligning with the investment strategy while considering individual circumstances and risk profiles.
- Monitoring investments closely in collaboration with clients, responding proactively when needed, and handling alerts.
- Engaging actively in market discussions with management and advisory teams.
- Leading market discussions for sales teams, providing support during customer meetings, and presenting investment proposals to clients.
- Managing diversified portfolio activities and overseeing key asset classes such as equities, bonds, and foreign exchange markets.
**Profile**
- Master’s degree in Finance or Economics.
- Fluent in French, English, German, and Luxembourgish; knowledge of another European language is a plus.
- Knowledge of Banking Processes, Products & Services.
- Familiarity with Microsoft Office, CRM, Core Banking, BI tools, Bloomberg, and Triple A.
- Knowledge of key investment materials, including derivatives, and risk management.
- Capability to build and maintain relationships with private customers.
- Confidence, a passion for financial markets, and being able to explain complex concepts in simple terms.
- Basic understanding of taxation.
**Offer
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