Senior Investment Advisor UHNW Northern European Clients German Speaking based
Pelham Select
il y a 5j

A Tier 1 US Private Bank in Luxembourg is looking to hire an experienced Senior Investment Advisor to provide investment advice and support to UHNW & Semi-Institutional German and Northern European clients.

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.
  • Requirements

  • 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
  • Please send your CV and additional details to jamie.wardle

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