Senior Investment Advisor | JCW Resourcing

Senior Investment Advisor

  • Posted: 20/11/2023
  • Salary: 90000-130000€
  • Location: Luxembourg, , Luxembourg
  • Job Type: Permanent/Fixed Term

Overview: Join a leading European Bank in Luxembourg as a Senior Investment Advisor specializing in Private Banking clients, specifically Ultra High Net Worth Individuals (UHNWI) and High Net Worth Individuals (HNWI). This role offers the opportunity for more senior candidates to take on a 'Deputy' position, overseeing a part of the team. The ideal candidate will possess extensive experience in investment advisory or sales, demonstrate cross-asset expertise, including structured products and derivatives, and must be fluent in Luxembourgish.

Key Responsibilities:

  1. Client Relationship Management: Cultivate and maintain relationships with UHNWI and HNWI clients, understanding their financial goals, risk tolerance, and investment preferences.

  2. Investment Advisory Services: Provide tailored investment advice and wealth management solutions, considering a diverse range of financial instruments, including structured products and derivatives.

  3. Portfolio Analysis and Optimization: Conduct thorough analysis of client portfolios, identify opportunities for optimization, and make strategic recommendations to enhance overall portfolio performance.

  4. Market Research and Trends: Stay abreast of market trends, economic indicators, and global events to provide timely and informed investment advice to clients.

  5. Team Leadership (Deputy Role): For more senior candidates, take on a Deputy role, leading a part of the team. Provide mentorship, guidance, and contribute to the overall success of the Private Banking team.

Experience Required:

  1. Investment Advisory/Sales: Proven track record in investment advisory or sales within the financial services sector, preferably with a focus on UHNWI and HNWI clientele.

  2. Cross Asset Expertise: Comprehensive understanding and experience with a diverse range of financial instruments, including structured products and derivatives.

  3. Management Experience (Deputy Role): For senior candidates, a demonstrated ability to lead and manage a team effectively, contributing to the team's success and fostering a collaborative work environment.

  4. Language Skills: Fluent in Luxembourgish, with strong communication skills in English; additional languages are a plus.

  5. Regulatory Knowledge: Familiarity with relevant financial regulations and compliance requirements in Luxembourg's financial landscape.

Alex Jenkins Partner

Apply for this role