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Senior investment advisor senior investment advisor

Roth
VP Bank (Luxembourg) SA & VP Fund Solutions (Luxembourg) SA
Advisor
Inserat online seit: 19 Juni
Aufgaben der Stelle
Senior Investment Advisor
Then let's exceed our customers' expectations together and continue the success story of VP Bank. Act as a trusted and proactive partner to Relationship Managers, providing high-quality investment expertise
Serve as the link between the bank's strategists and analysts and their respective investment solutions on the one hand, and client advisors and clients on the other
Be an ambassador of the group's tools, actively supporting advisory activities and ensuring that client advisors can use those tools effectively
Proactively develop differentiated and well-founded investment ideas tailored to sophisticated private clients
Support Relationship Managers in strengthening existing client relationships and acquiring new business through compelling, value-adding investment expertise
You have several years of experience in investment advisory, portfolio management, or a comparable role within private banking or wealth management
You demonstrate a highly client-centric mindset, with a strong affinity for working with high-net-worth and ultra-high-net-worth clients, combined with a clear understanding of their expectations
Fluency in English and Swedish or Danish are a must, additional language skills in German are considered as a strong asset.
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