Job Description

A privately owned financial services company that provides investment consulting, advice, and wealth management services to high-value clients is opening a Wealth Management Client Advisor. The company distinguishes by a holistic, goal and client-oriented advisory approach, as well as a high level of advisory and investment expertise based on an independent and value-driven business model. You are joining a company with a forward-looking vision and a long-term, successful and predictable business strategy where you will have the opportunity to advise your clients in a more independent, comprehensive, goal-oriented and personalized manner than you did before. MISSIONS You will join a team of 4 including the team head and Dutch/Lux/French speaking colleagues. The employer is looking for an Advisor who already has a client network in Luxembourg or the border region, and who speaks German and French (Mandatory) as well as English. Your main responsibilities : - Active market development and strengthening the company’s local presence - Acquiring new clients by building trust and confidence in yourself and the company - Advising clients using a goal-oriented advisory approach with personalised investment strategies - Implementing the investment strategy and managing the portfolio on an ongoing basis - Managing 35 to 45 client relationships and handling administrative tasks to a high standard Requirements Proven track record in wealth management with an existing, transferable client network in Luxembourg and the border region. Demonstrated expertise in active market development and portfolio management. Strong ability to build and maintain long-term, trust-based client relationships. High level of autonomy and motivation to drive business growth within an independent advisory framework. A desire to advise clients more independently and comprehensively. The desire to break away from a traditional banking structure and explore new avenues. An existing business/client network in Luxembourg and the border region, as well as the ability to utilise this profitably. The ability to build and maintain further trusting client relationships. The motivation to play an active role in shaping the company’s ambitious growth strategy. The conviction that you will find what you are looking for as a client advisor at the Company. Languages : French, English and German are used daily Benefits Interview process : 3 interviews First HR Screening Team interview Onsite Interview Conditions Permanent role Salary : up to 400k CHF including attractive incentive compensation package based on sharing revenue generated Work Pattern : Hybrid remote