job
Luxemburg, LuxembourgLuxemburg, Luxembourg

Human Innovation Partners

Publicatie datum 25.04.2024

Investment Advisor - Dutch Market

HI Partners, we are currently looking for a highly skilled and motivated Investment Advisor who is fluent in Dutch in order to join a well-known firm in Luxembourg. As an Investment Advisor, you will be responsible for providing comprehensive investment advice and guidance to our clients, and assisting them in achieving their financial goals. This is an exciting opportunity to join a dynamic team in the financial services industry and work with a diverse range of clients.

Responsibilities
  • Build and maintain relationships with clients by offering personalized investment advice and guidance
  • Conduct thorough financial analyses to assess client risk tolerance, investment objectives, and recommend appropriate investment strategies
  • Stay up-to-date with market trends, economic conditions, and investment products to provide informed recommendations to clients
  • Develop and present comprehensive investment proposals and reports to clients
  • Monitor portfolio performance and make necessary adjustments to meet client objectives
  • Provide exceptional customer service by addressing client inquiries and concerns in a timely and professional manner
  • Collaborate with internal teams to ensure smooth onboarding and ongoing servicing of clients
  • Adhere to regulatory requirements and internal policies

Requirements
  • Bachelor's degree in finance, economics, business or related field
  • Proven experience as an Investment Advisor or similar client-facing role
  • Fluency in Dutch and English, both written and spoken
  • Strong knowledge of investment products, financial markets, and industry regulations
  • Excellent communication and interpersonal skills
  • Ability to build and maintain strong client relationships
  • Analytical and problem-solving skills
  • Proficient in Microsoft Office Suite
  • Professional certifications such as CFA or CFP are a plus


If you are interested, please send your CV to [email protected]

Or send your application through the website: www.hipartners.lu

Benefits

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