Investment Counsellor

il y a 3 semaines

Paris, Île-de-France Redstone Search Temps plein
Unlock New Opportunities in Private Banking

Redstone Private Banking Search is a leading provider of search solutions for the international private banking and wealth management markets. We are proud 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 across 14 global offices, they are actively seeking to expand their teams. The Luxembourg office is looking for an experienced Dutch Investment Counsellor to join them in driving growth and expansion in Europe.

The Investment Counsellor role focuses on managing relationships with high-net-worth clients in the Netherlands from the Luxembourg office. Key responsibilities include:

  • Establishing enduring client relationships built on exceptional service delivery
  • Managing high-net-worth portfolios ranging from € million in assets
  • Bridging communication between clients, the Investment Policy Committee, research/trading departments, and service teams
  • Keeping clients updated on portfolio changes, financial markets, market strategy, and investment philosophy
  • Participating in advanced finance and capital markets training programs to enhance expertise

Requirements include native Dutch and native or fluent English language skills, as well as MiFID certification or equivalent training. If you are a motivated and experienced professional looking to take your career to the next level, we encourage you to explore this exciting opportunity.

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