Client Investment Specialist (m/f). Luxemburgo

We are looking for a high talented Client Investment Specialist to manage a large book of advisory and discretionary mandates.

The successful candidate acts as a direct partner at the ‘kitchen table' of our clients and supports Client Advisors in delivering both discretionary and advisory solutions that meet the client needs. They help develop, pitch and manage customised DPM solutions, tailored to the needs of ‘Bespoke' clients, manage advisory portfolios for our largest clients, and communicate our house view to Client Advisors and clients.

Key Accountabilities

Client partner: Act as the “Investment Specialist” at the kitchen table for our wealthy clients and their families, delivering and implementing the full Discretionary and Advisory offering, partnering with the Client Advisors, and being innovative and tenacious in meeting client needs.

    Lead for investment proposals & portfolio reviews for “bespoke” clients in discretionary & advisory.

    Lead for delivering recommendation & executing client requests for “bespoke” advisory portfolios

    Understand the clients' needs and preferences for bespoke discretionary portfolio management.

ICS partner: the voice of our Research and Portfolio Construction investment views, including product recommendations to clients & Client Advisors for Quintet:

    Provide an active feedback loop to colleagues in ICS on offering development, investment views, and product recommendations

    Communicate our house view to Client Advisors and clients, ensuring high quality ‘after sales' content for discretionary mandates and advisory solutions, when needed and requested by clients.

    Ensure that CAs are ‘enabled' to provide best ideas to meet client needs

    Implementation of investment views: ensure the different investment views, bespoke building blocks are delivered and reflected in Bespoke advisory and discretionary mandates, while implementing the Portfolio Construction team model portfolios and recommendations in Core and Personal discretionary solutions.

    Act as the ambassador of the entire Investment capabilities of our Group (i.e. Asset Allocation, Structured Solutions, Alternatives, Fund Solutions, Equities, Fixed Income, and Direct Investments)

Client Advisors partner: ensure we drive a holistic approach to client relationships

    Support our Client Advisors, and partner with Lending and Wealth Planning, in driving growth.

    Help develop, pitch and oversee customised DPM solutions tailored to the needs of ‘Bespoke' clients

Change partner: be an agent of change for strategic transformation

    Favour book transition according to Group objectives

    Support solutions' harmonisation to a more efficient value chain for investments

Knowledge and Experience

5-10 years of experience in a similar role, or Portfolio Manager, Investment Advisor, Analyst, Client Advisor with a strong background on portfolio construction.

Attributes and Qualities

    Flexible

    Team spirit

    High level communication skills throughout all levels

    Ability to manage different subjects and requests at the same time

    Capability to choose right aproach and communication style considering the clients and their knowledge

Technical Skills

Financial Market techniques / Portfolio construction

Languages Skills

    Fluent in English and French

    Dutch would be a great asset

    Any other language will be considered an advantage