Swedish Investment Counsellor
il y a 19 heures
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 seeking an experienced Swedish Investment Counsellor to join our team in Luxembourg.
Key Responsibilities:- Manage relationships with high-net-worth clients in the Netherlands from our Luxembourg office.
- Establish and maintain enduring client relationships through exceptional service delivery.
- Oversee the management of high-net-worth portfolios ranging from €100-150 million in assets.
- Facilitate communication between clients, the Investment Policy Committee, research/trading departments, and service teams.
- Keep clients informed about portfolio changes, financial markets, market strategy, and investment philosophy.
- Participate in advanced finance and capital markets training programs to enhance expertise.
- At least 2 years of experience in Wealth Management or Private Banking.
- Strong understanding of firm's policies, markets, and financial concepts.
- Good problem-solving skills, multitasking, and attention to detail.
- Strong teamwork and organizational skills, with the ability to work under strict deadlines.
- Client-centric and excellent communication skills.
- Positive attitude, solution-oriented, and dynamic working approach.
- Native Swedish and native or fluent English language skills; proficiency in other European languages is beneficial.
- MI-FID certification or equivalent training.
- CFA or similar qualifications are advantageous.
If you match the job description and are interested in applying for this role, please submit your application through the Vacancy Form or email your resume/cover letter to sulayman@redstonesearch.com.
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