- 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

📌 Wealth Advisor (La Mancha)
🏢 Michael Page
📍 La Mancha