Job Opportunity
We are seeking experienced professionals to join our team as Investment Counsellors, responsible for building and managing long-term relationships with high-net-worth clients in France.
The Role
This role is focused on delivering exceptional service and proactively offering portfolio updates and financial education to clients. You will manage client relationships from our office in Luxembourg, providing personalized support and guidance.
Responsibilities
* Develop and maintain strong relationships with clients, ensuring they receive tailored advice and support
* Manage client portfolios worth approximately €100-150 million
* Provide regular portfolio updates and educate clients on financial markets, investment strategy, and risk management
* Participate in ongoing training and mentoring programs to enhance finance, capital markets, and insurance knowledge
Qualifications
* 5+ years' experience in assurance vie or similar products
* Proven track record of managing private client relationships in the banking/wealth/insurance industry
* Master's Degree in Finance or a related field
* Strong understanding of financial concepts, markets, insurance principles, and current events in the French market
* Fluent French and English language skills, with proficiency in other European languages beneficial
* Excellent communication and interpersonal skills, with ability to connect with diverse audiences
* Ability to work effectively in a team environment and maintain a positive, empathetic attitude
* Commitment to delivering high-quality work while meeting deadlines
About the Company
We prioritize client satisfaction, providing personalized support and taking a collaborative approach to investing. Our organization is committed to transparency and uses a simple fee structure. We offer an array of benefits, including paid healthcare premiums, annual leave, holidays, retirement pension plan, and more.
Why Join Us?
This is an in-office role with opportunities to participate in our hybrid work-from-home program. Our working environment practices ongoing training, educational support, and employee appreciation events.