Financial Advisor Job Opportunity
A motivated professional is sought to manage high-net-worth relationships and provide exceptional service to clients invested in insurance products.
The Position
This role focuses on delivering outstanding service for affluent clients, overseeing their financial relationships from our Luxembourg office. The primary contact will be responsible for portfolio updates, educating clients on financial markets, investment philosophy, and market strategy.
Key Responsibilities:
* Build long-standing relationships with affluent clients, ensuring top-notch service
* Manage high-net-worth client relationships with approximately €100-150 million in assets in aggregate
* Proactively provide portfolio updates and educate clients on financial markets, investment philosophy, and market strategy
* Pursue advanced finance education through our training and mentoring program
Required Skills and Qualifications:
* 5+ years' experience offering Assurance Vie products to clients
* Experience managing relationships of private clients within the banking/wealth/insurance management industry
* Master's Degree (ideally in Finance or Wealth Management)
* Solid understanding of financial concepts, markets, insurance principles, current events, and the French market
* Fluent French and English language skills. Proficiency in other European languages beneficial
* Excellent communication and interpersonal skills
* Maintain a positive personality and empathize with clients in good times and bad
* Commitment to maintaining quality of work while meeting deadlines
Benefits:
Our organization offers a range of benefits, including paid premiums for our top-tier supplemental healthcare plan, annual leave, holidays, and more.
About Our Organization
We prioritize aligning with our clients' priorities using a simple and transparent fee structure and recognized European custodians.