Investment Portfolio Manager

il y a 4 semaines


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

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 looking to expand their teams.

About the Role

The Luxembourg team is seeking an experienced Danish Investment Counsellor to join them in pioneering a new era of growth and expansion in Europe. As a key member of the team, you will be responsible for managing relationships with high-net-worth clients in Denmark from the office in Luxembourg.

Key Responsibilities
  • Establish enduring client relationships founded on exceptional service delivery.
  • Take charge of managing high-net-worth portfolios ranging from € 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.
Requirements

Native Danish and native or fluent English language skills; MiFID certification or equivalent training.



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