• Private Banking / Wealth Management experience in Luxembourg
• Strong expertise in financial markets, investment advisory

¿Dónde vas a trabajar?

Our client is part of an established European banking group with a growing Private Banking and Wealth Management activity in Luxembourg.

The private bank serves international High-Net-Worth and Ultra-High-Net-Worth (HNW/UHNW) clients through investment advisory and discretionary portfolio management solutions, combining the expertise of its Luxembourg-based investment teams with a strong network of Private Bankers in Spain.

Descripción

As Wealth Advisor, you will act as the main investment contact in Luxembourg for a portfolio of existing UHNW private banking clients :

• Act as the main investment and relationship contact in Luxembourg for a portfolio of Spanish UHNW clients.
• Build strong working relationships with the Private Bankers in Spain who originate and own the wider client relationship.
• Understand each client's objectives, risk profile and existing portfolio to identify relevant investment opportunities.
• Prepare and present tailored investment proposals, primarily within an advisory model.
• Advise clients on a broad range of investment solutions, including investment funds and multi-asset portfolio strategies.
• Review and optimize existing portfolios, participate in periodic reviews of discretionary mandates.
• Develop existing client relationships by identifying additional investment, financing or wealth management needs.
• Communicate proactively with clients and ensure regular, high-quality coverage.
• Support Private Bankers during client meetings and explain investment recommendations in a clear and technically credible way.
• Contribute to the ongoing development of the Wealth Advisor model, internal processes and collaboration between Luxembourg and Spain.

¿A quién buscamos (H/M/D)?

The successful Wealth Advisor / Investment Advisor will have :

• Solid experience in private banking, wealth management, investment advisory or asset management.
• Strong knowledge of financial markets, asset allocation and portfolio construction.
• Experience advising private clients on investment funds and broader multi-asset solutions.
• Comfortable discussing investment strategy and presenting technically robust proposals to sophisticated clients.
• Able to translate market analysis into clear and practical recommendations.
• Strong communication and relationship-management skills, commercially minded, with an interest in developing existing relationships.
• Collaborative and team-oriented, with the ability to build trust quickly across different offices and cultures.
• Humble and adaptable, with a willingness to contribute in an organization that is still evolving.
• Comfortable working with managers and colleagues of different levels of seniority.
• Spanish at native or fluent level and professional English are required. French is an advantage.
• Based in Luxembourg and some travels to Spain.

¿Cuáles son tus beneficios?

Our client offers :

• A client-facing Private Banking / Investment Advisory role managing an existing portfolio of UHNW clients.
  
• Exposure to sophisticated investment needs and tailor-made wealth management solutions.
• The opportunity to help shape a new front-office model within a growing Luxembourg office.
• An international working environment that values collaboration, openness and team spirit.
• A fixed annual salary expected between €80k and €95k, depending on experience and seniority.
• A contractual target bonus, linked to individual, managerial and group objectives.
• A permanent employment contract in Luxembourg, with the benefits of the Luxembourg Banking Collective Agreement.