- Private Banking / Wealth Management experience in Luxembourg
- Strong expertise in financial markets, investment advisory
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.
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.
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 .
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📌 Wealth Advisor (International) (España)
🏢 Michael Page
📍 España
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