Investment Counsellor

Redstone Private Banking Search
Luxembourg, Luxembourg
Aug 30, 2019
Sep 21, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Redstone Private Banking Search are currently working with a Global Investment Manager who are looking to on-board a number of Investment Counsellor's to their new office in Luxembourg. This is part of a wider Group effort to increase their presence across the European markets.

Key Responsibilities / Tasks

Responsible for sustaining long term relationships with an existing client portfolio whilst delivering the highest level of client service at all times.

To manage and maintain a client portfolio ranging between EUR 100-150 MM.

To be the main point of contact for all clients whilst liaising with the analytics team and trading/investment departments across the business both in Luxembourg and globally.

Constantly updating all clients on their current portfolio, market changes, current market strategies and the investment philosophy

The role reports into the Team Head.

Key Qualifications / Experience

At least 3 years' experience in a similar role, focused on client retention and management of High Net Worth Individuals (HNWI) or Institutional clients.

Native in Dutch and fluent in English.

CFA regulated / CISI lvl 4 qualified / IMC or equivalent.

Have the ability to listen, communicate and educate clients effectively with the ability to advise during both successful and testing times whilst maintaining a positive and professional approach.

Located in Luxembourg or happy to relocate.