Luxembourg Investment Counsellor
il y a 4 semaines
Redstone Private Banking Search is a global leader in search solutions for the international private banking and wealth management markets. With a wide range of clients, they offer tailored search solutions in a changing industry.
A prestigious Global Investment Advisory Firm is seeking an experienced Danish Investment Counsellor to join their Luxembourg team. With an AUM of over USD 230 Billion, servicing over 140,000 clients worldwide, they are expanding their teams.
Key Responsibilities- Manage relationships with high-net-worth clients in Denmark from the Luxembourg office.
- Establish enduring client relationships based on exceptional service delivery.
- Manage high-net-worth portfolios ranging from € million in assets.
- Bridge communication between clients, the Investment Policy Committee, research/trading departments, and service teams.
- Keep clients updated on portfolio changes, financial markets, market strategy, and investment philosophy.
- Participate in advanced finance and capital markets training program to enhance expertise.
- At least 2 years of experience within Wealth Management / Private Banking.
- Acquired understanding of firm's policies, markets, and financial concepts.
- Good problem-solving skills, multitasking, and attention to detail.
- Strong teamwork and organizational skills, ability to work under strict deadlines.
- Client-centric and excellent communication skills.
- Positive attitude, solution-oriented, and dynamic working approach.
- Native Danish and native or fluent English language skills; proficiency in other European languages is beneficial.
- MiFID certification or equivalent training.
- CFA or similar qualifications are advantageous.
Please submit your application through the Vacancy Form.
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