Swedish Investment Counsellor

il y a 6 jours

Paris, Île-de-France Redstone Search Temps plein

Redstone Private Banking Search is a leading provider of search solutions for the international private banking and wealth management markets. With a global presence, they offer tailored search solutions to a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers, and Investment Houses.

The firm is 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 within 14 global offices worldwide, they are actively looking to expand their teams.

Key Responsibilities / Tasks
  • The Investment Counsellor role is focused on managing relationships with high-net-worth clients in the Netherlands from the office in Luxembourg.
  • Establish enduring client relationships founded on exceptional service delivery.
  • Take charge of managing high-net-worth portfolios ranging from €100-150 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 your expertise.
Key Qualifications / Experience
  • 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 Swedish 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.
  • Located in Luxembourg.

If you match the job description and are keen on applying for this role, please submit your application through the Vacancy Form.


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