Monitor the relationship of a portfolio of clients to provide personalized investment advice tailored to the strategic views of BNPP WM.
Actively lead the Asset Advisory management agreement and ensure the quality of the services offered : investment proposals and regular portfolio reviews, suggestions for investment ideas and personalized arbitrations, information on market events and information recommendation changes, regular contact according to the frequency agreed with the clients.
Ensure compliance with the investment procedures of BNP Paribas Wealth Management.
Execute instructions related to investment decisions.
Ensure the monitoring of the risks and, if necessary, the implementation of the necessary corrective actions.
Interact with BGL BNP Paribas Wealth Management Advisory teams : Advisory Business Management and Product Specialists.
Actively participate in team meetings : sharing of expertise and best practices.
Promote the Asset Advisory offer to customers and prospects of the bank.
Ensuring the quality of the service on a regular basis with the relationship managers in charge of the relationship with the customers.
Give them a feedback on customer relations and inform them of the steps in terms of investment.
Advantages of the position :
Developing yourtechnical skills (stocks, bonds, structured products, investment funds, forex, Private Equity, hedge funds) and your commercial approach.
Working environment :
Within the Wealth Management Luxembourg Products and Services offering teams, the Asset Advisory is in charge of advisory management for private clients.
The team is made up of 7 advisors covering all European markets.
Your profile : Training : BAC +5
Training : BAC +5
Experience : Min 3 years in Finance - Markets - Asset Management
An existing client book is considered as an asset.
Technical skills :
Confirmed knowledge of financial markets and related products.
Good business approach
Operational knowledge of the main office tools (Office suite, Excel)
Written and oral communication
Behavioral Skills : Learning ability
Language Skills :
Excellent level required in French, Dutch and English.
Knowledge of Portuguese and / or German is an asset
During the finalization of the recruitment process, the preselected candidate will be asked to provide us an extract from his / her criminal record dated less than 3 months (record N 3 for Luxembourg), according to the dispositions of the law from July 23rd 2016 regarding the criminal record.