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Investment Advisor
- Posted: 20/11/2023
- Salary: 90,000-120,000€
- Location: Luxembourg, , Luxembourg
- Job Type: Permanent/Fixed Term
Are you an experienced and dynamic Investment Advisor seeking a challenging opportunity with a leading European Private Bank? We are currently looking for a talented professional to join our team and take on the role of Investment Advisor for the BENELUX desk. This position offers a unique opportunity to work with a portfolio of High Net Worth (HNW) and Ultra High Net Worth (UHNW) individual clients and family offices, managing assets totaling 100 million euros and above.
Key Responsibilities:
- Manage and nurture relationships with HNW/UHNW clients and family offices on the BENLUX desk.
- Provide personalized investment advice and strategies tailored to the unique financial goals and risk profiles of clients.
- Conduct thorough financial analyses and assess clients' needs to develop comprehensive asset allocation plans.
- Stay abreast of market trends, economic indicators, and geopolitical developments to inform investment decisions.
- Execute trades across various asset classes, including equities, forex, derivatives, and alternative investments.
- Collaborate with internal teams to ensure seamless client service and address specific client requests.
Qualifications:
- Proven experience in a similar role within the financial services industry, preferably with a focus on HNW/UHNW clients.
- In-depth knowledge of asset allocation, investment strategy, and a wide range of asset classes, including equities, forex, derivatives, and alternative investments.
- Strong understanding of market trends and the ability to make informed, data-driven investment decisions.
- Excellent communication and relationship management skills.
- Fluency in both French and Dutch is a must.
Requirements:
- Bachelor's degree in Finance, Economics, or a related field; advanced degree or relevant certifications (e.g., CFA) is a plus.
- 5+ years' suitable experience. Track record of successfully managing portfolios for clients with assets totaling 50 million euros and above - UHNW/HNW clients and family offices
- Proficient in financial modeling and analysis.
- Ability to thrive in a fast-paced, dynamic environment.
- Strong communication skills and relationship management experience
Alex Jenkins
Partner