Wealth Advisor (Ceuta)

Wealth Advisor (Ceuta)

24 oct
|
Michael Page
|
Ceuta

24 oct

Michael Page

Ceuta

* 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 .

📌 Wealth Advisor (Ceuta)
🏢 Michael Page
📍 Ceuta

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