Investment Counsellor
il y a 15 heures
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.
About the RoleThe Luxembourg team is seeking an experienced Danish Investment Counsellor to join them in pioneering a new era of growth and expansion in Europe. As an Investment Counsellor, 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.
- Manage 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.
- Native Danish and native or fluent English language skills.
- MI-FID certification or equivalent training.
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