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Danish Investment Counsellor
Il y a 2 mois
Redstone Private Banking Search is a leading provider of search solutions for the international private banking and wealth management markets. With a wide range of coverage for Private Banks, Wealth Managers, Fund Managers, and Investment Houses, Redstone Private Banking offers tailored search solutions in a 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 within 14 global offices, they are actively seeking to expand their teams. The Luxembourg team is looking for an experienced Danish Investment Counsellor to join them in pioneering a new era of growth and expansion in Europe.
Key Responsibilities- The Investment Counsellor role is focused on managing relationships with high-net-worth clients in Denmark 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.
- 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 Danish 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.
