Investment Advisor French, English & Spanish (M/F)
BNP Paribas
Helmsange, LU
il y a 4j
source : Monster

BGL BNP Paribas is one of the largest banks in Luxembourg and part of the BNP Paribas Group. It offers an especially wide range of financial products and bancassurance solutions to individuals, professionals, businesses, and private banking clients.

In 2020, BGL BNP Paribas was named Best Bank in Luxembourg by Euromoney for the fifth year in a row.As part of its development, we are looking for a : Investment Advisor (M / F ) CDI Your mission Within International Europe Markets, the Investment Manager will have to provide active advice and follow-up of customers' financial investments in the framework of the Asset Advisory agreement.

The Investment Advisor will provide clients with financial expertise by offering investment solutions tailored to their specific needs and their risk tolerance as part of the bank's investment policy.

Your missions will be the following :

  • Monitor the relationship of each client to provide personalized investment advice tailored to the strategic views of BNPP WM French speaking clients.
  • Actively lead the A² 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, Investment Advisors and Product Specialists.
  • Actively participate in team meetings : sharing of expertise and best practices.
  • Promote the A² 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 feedback on customer relations and inform them of the steps in terms of investment.

    Advantages of the position : This position will offer to the potential employee the opportunity to better know the private banking sector within BGL BNP Paribas, and mainly the wide variety of products offered to our clients in a well-known banking group. Environment :

  • Team spirit
  • In-house training programme is to be scheduled with the manager with a regular follow up. This will enable the potential employee to better understand the way this department works.
  • Your profile : Studies : BAC +5. Experience : Min 3 years in Finance - Markets - Asset Management. Behavioral skills :

  • Learning ability
  • Autonomy
  • Client orientation
  • Power of persuasion
  • Transversal skills :

  • Ability to understand, explain and support change
  • Analytical Ability
  • Ability to manage a project
  • Ability to develop and adapt a process
  • 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
  • Language skills :

  • Excellent level required in French & English.
  • Knowledge of Spanish, Portuguese and / or German is real 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 concerning the criminal record.

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