* 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 : o Act as the main investment and relationship contact in Luxembourg for a portfolio of Spanish UHNW clients. o Build strong working relationships with the Private Bankers in Spain who originate and own the wider client relationship. o Understand each client's objectives, risk profile and existing portfolio to identify relevant investment opportunities. o Prepare and present tailored investment proposals,



primarily within an advisory model. o Advise clients on a broad range of investment solutions, including investment funds and multi-asset portfolio strategies. o Review and optimize existing portfolios, participate in periodic reviews of discretionary mandates. o Develop existing client relationships by identifying additional investment, financing or wealth management needs. o Communicate proactively with clients and ensure regular, high-quality coverage. o Support Private Bankers during client meetings and explain investment recommendations in a clear and technically credible way. o Contribute to the ongoing development of the Wealth Advisor model, internal processes and collaboration between Luxembourg and Spain. Our client offers : o A client-facing Private Banking / Investment Advisory role managing an existing portfolio of UHNW clients. o Exposure to sophisticated investment needs and t

📌 Wealth Advisor (España)
🏢 Michael Page
📍 España