Client Advisor Wealth Management (French and German)
- Salary
- €75K–€100K
- Hiring from
- Luxembourg
- Work type
- Hybrid
- Posted
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Job Description
A privately owned financial services company that provides investment consulting, advice, and wealth management services to high-value clients is opening a Wealth Management Client Advisor.
The company distinguishes by a holistic, goal and client-oriented advisory approach, as well as a high level of advisory and investment expertise based on an independent and value-driven business model.
You are joining a company with a forward-looking vision and a long-term, successful and predictable business strategy where you will have the opportunity to advise your clients in a more independent, comprehensive, goal-oriented and personalized manner than you did before.
MISSIONS
You will join a team of 4 including the team head and Dutch/Lux/French speaking colleagues.
The employer is looking for an Advisor who already has a client network in Luxembourg or the border region, and who speaks German and French (Mandatory) as well as English.
Your main responsibilities :
- Active market development and strengthening the company’s local presence
- Acquiring new clients by building trust and confidence in yourself and the company
- Advising clients using a goal-oriented advisory approach with personalised investment strategies
- Implementing the investment strategy and managing the portfolio on an ongoing basis
- Managing 35 to 45 client relationships and handling administrative tasks to a high standard
- Acquiring new clients by building trust and confidence in yourself and the company
- Advising clients using a goal-oriented advisory approach with personalised investment strategies
- Implementing the investment strategy and managing the portfolio on an ongoing basis
- Managing 35 to 45 client relationships and handling administrative tasks to a high standard
Requirements
- Proven track record in wealth management with an existing, transferable client network in Luxembourg and the border region.
- Demonstrated expertise in active market development and portfolio management.
- Strong ability to build and maintain long-term, trust-based client relationships.
- High level of autonomy and motivation to drive business growth within an independent advisory framework.
- A desire to advise clients more independently and comprehensively.
- The desire to break away from a traditional banking structure and explore new avenues.
- An existing business/client network in Luxembourg and the border region, as well as the ability to utilise this profitably.
- The ability to build and maintain further trusting client relationships.
- The motivation to play an active role in shaping the company’s ambitious growth strategy.
- The conviction that you will find what you are looking for as a client advisor at the Company.
- Languages : French, English and German are used daily
Benefits
Interview process :
3 interviews
First HR Screening
Team interview
Onsite Interview
Conditions
Permanent role
Salary : up to 400k CHF including attractive incentive compensation package based on sharing revenue generated
Work Pattern : Hybrid remote
