Senior Investment Advisor (Director/ Executive Director level) UHNW Northern European Clients- German Speaking- Luxembourg based
- Luxembourg
- CDI
- Temps-plein
This is a great opportunity to join a bank that is relatively new to Luxembourg and has one of the strongest platforms within private banking globally and provides a huge amount of progression.
Key Responsibilities
- The ideal candidate will expertly manage UHNW client relationships (with a minimum net worth of 25M+), providing investment, market and product advice working towards agreed revenue targets.
- The portfolio managed will be in the range of 30-50+ Clients.
- Work in partnership with senior private bankers to provide a unique and customised service to every client, monitoring existing portfolios and assessing the level of risk.
- The German language is a priority for the role, and any other languages within Northern Europe considered an advantage ( you will also be working with Dutch, French, Luxembourgish and Scandinavian clients etc.).
- Demonstrate that you have managed an investment portfolio of over 200M USD from UHNW, Semi-Institutional and Family Office clients (25M+ in net worth) in partnership with a private banker.
- Extensive investment and banking product knowledge with a high level of communication and selling ability.
- Strong interpersonal skills with a passion for assisting clients' with their unique and complex needs.
- A Post Graduate Degree such as a Masters/ MSc or equivalent would be preferred.
- CFA preferred
Pelham Select