Investment Counsellor
il y a 4 semaines
Redstone Private Banking Search is a leading provider of search solutions for the international private banking and wealth management markets. We are thrilled to collaborate 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 seeking to expand their teams. The Luxembourg office is looking for an experienced Dutch Investment Counsellor to join them in pioneering a new era of growth and expansion in Europe.
Key Responsibilities:- Establish and maintain enduring relationships with high-net-worth clients in the Netherlands from the Luxembourg office.
- Manage high-net-worth portfolios ranging from € million in assets, providing exceptional service delivery and ensuring client satisfaction.
- 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.
Native Dutch and native or fluent English language skills; MiFID certification or equivalent training are required for this role.
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