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Dutch Investment Advisor
Il y a 2 mois
Redstone Private Banking Search is a leading provider of search solutions for the international private banking and wealth management markets. With a global presence and a wide range of clients, we are thrilled to be collaborating with a prestigious Global Investment Advisory Firm to find an experienced Dutch Investment Counsellor to join their Luxembourg team.
Job SummaryThe successful candidate will be responsible for managing relationships with high-net-worth clients in the Netherlands from the Luxembourg office. This will involve establishing enduring client relationships, managing high-net-worth portfolios, and bridging communication between clients, the Investment Policy Committee, research/trading departments, and service teams.
Key Responsibilities- Manage relationships with high-net-worth clients in the Netherlands from the Luxembourg office.
- Establish enduring client relationships founded 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 Dutch 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.
If you match the job description and are keen on applying for this role, please send us a copy of your resume/cover letter to or submit your application through the Vacancy Form.
