Dutch 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 offer tailored search solutions in a rapidly changing industry.
We are excited to be collaborating with a prestigious Global Investment Advisory Firm, renowned for its exceptional financial services catering to UHNW families and entrepreneurs worldwide. With an AUM of over USD 230 Billion, servicing over 140,000 clients across 14 global offices, they are actively seeking to expand their teams. The Luxembourg team is looking for an experienced Dutch Investment Counsellor to join them in driving growth and expansion in Europe.
Key Responsibilities- The Investment Counsellor will be responsible for managing relationships with high-net-worth clients in the Netherlands from the Luxembourg office.
- Establish and maintain enduring client relationships founded on exceptional service delivery.
- Manage high-net-worth portfolios with assets ranging from € million.
- Bridge communication between clients, the Investment Policy Committee, research/trading departments, and service teams.
- Keep clients informed on 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.
- Understanding of firm's policies, markets, and financial concepts.
- Strong problem-solving skills, multitasking, and attention to detail.
- Excellent 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 Dutch 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, please submit your resume and cover letter to or use the Vacancy Form.
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