Investment Counsellor Role
We are seeking a seasoned Investment Counsellor to join our Luxembourg office, where you will provide exceptional service to high-net-worth clients in France.
The Opportunity:
As an Investment Counsellor, you will build long-standing relationships with clients who are invested through insurance products. Your primary focus will be on managing client relationships and providing tailored portfolio updates, ensuring seamless communication and a deep understanding of their financial goals.
The Day-To-Day:
* Develop and maintain strong client relationships, fostering trust and confidence
* Manage complex client portfolios, delivering bespoke investment strategies to meet their evolving needs
* Provide regular portfolio reviews, insights into market trends, and expert guidance on wealth management best practices
* Participate in ongoing professional development, staying up-to-date on industry trends, regulatory changes, and market developments
Requirements and Qualifications:
* 5+ years' experience in assurance vie product management or a related field
* Proven track record of successfully managing high-net-worth client relationships within the banking/wealth/insurance industry
* Master's Degree (ideally in Finance or Wealth Management) or equivalent experience
* Exceptional fluency in French and English, with excellent written and verbal communication skills
* Demonstrated ability to work effectively in a fast-paced environment, balancing multiple priorities and deadlines