Introduction
Would you like to work for one of the largest private banks located in more than 30 countries all over the world and use the opportunity to develop within all its areas?
If yes, we are looking for an Investment Counsellor to service the bank’s clients by the provision of investment advice in their office in Luxembourg and/or London as part of Investment Advisory team.
Preferred applicant would have knowledge in private banking as well as investments capital markets and would be adaptable, persuasive, and analytically skilled.
Reporting line: will report to the IC Team Leader.
Function information
Your Responsibilities
• You will deal with directly counselled clients as well as directly serviced investment AUMs
• You will provide superior advice of markets, products, and asset allocation
• You will promote new products and managers and comprehensively monitor existing ones
• You will effectively ensure that client profiles (IOS) are in line with current clients’ positions
• You will work towards agreed revenue targets
• You will take responsibility and ownership for client relationships
• To provide client advice, leveraging existing relationships etc. you will work in partnership with the Team leader of Investment Counsellor
• Ensuring regional team is "on top" at all time
• Your experience will allow you to fully recognize, regardless of size or complexity, the changes in client’s environment which may present opportunities or potential threats
• You will display broad base of execution skills, having successfully completed a range of complex transactions with bankers
• You will demonstrate strong creative and interpersonal skills coupled with an entrepreneurial spirit and selling skills
Requirements
Your Profile
• You are based in Luxembourg or neighbouring countries as well as Switzerland and UK
• You have extensive experience of the financial industry, investment and banking product knowledge
• You have solid knowledge in asset allocation process, trading and the different asset classes
• Postgraduate Degree educated or equivalent is preferred, however exceptional candidates with relevant experience will be considered
• CFA or equivalent registration is preferred
• You are FSA registered (advisory of UK booked accounts)
• You are fluent in English and French
• You are proficient in Bloomberg, Microsoft Word, Excel and PowerPoint
• You have the ability to communicate effectively with co-workers and clients
• You are a successful team worker with ability to work individually
• In possibly volatile market conditions you have got the ability to work under stress
• You possess high level of professionalism and strong personal integrity
• Moreover, you are a risk aware Decision-Maker with drive and determination showing initiative and innovation and are good in building relationships
To apply, or find out more information about this role, or discuss other career opportunities, please contact me - Michael Mandic at your earliest convenience- CONFIDENTIALITY ASSURED - Please note that by applying your CV is sent directly, and only, to the consultant in charge of this opportunity and handled with utmost discretion. #LI-MM1
Experience more. Value the difference. www.badenochandclark.lu
Information
Michael Mandic
+352 26 19 28 1035