Danish Investment Counsellor

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry. We are thrilled to be collaborating with a prestigious Global Investment Advisory Firm renowned for its exceptional financial services catering to UHNW families and entrepreneurs worldwide. With an AUM of over USD 230 Billion, servicing over 140,000 clients within 14 global offices worldwide, they are actively looking to expand their teams. The Luxembourg team are seeking an experienced Danish Investment Counsellor to join them in pioneering a new era of growth and expansion in Europe. Key Responsibilities / Tasks The Investment Counsellor role is focused on managing relationships with high-net-worth clients in Denmark from the office in Luxembourg. Establish enduring client relationships founded on exceptional service delivery. Take charge of managing high-net-worth portfolios ranging from €100-150 million in assets. Bridge communication between clients, the Investment Policy Committee, research/trading departments, and service teams. Keep clients updated on portfolio changes, financial markets, market strategy, and investment philosophy. Participate in advanced finance and capital markets training program to enhance your expertise. Key Qualifications / Experience At least 2 years of experience within Wealth Management / Private Banking Acquired understanding of firm’s policies, markets and financial concepts Good problem-solving skills, multitasking and attention to detail. Strong teamwork and organizational skills, ability to work under strict deadlines Client-centric and excellent communication skills Positive attitude, solution oriented and dynamic working approach Native Danish and native or fluent English language skills; Proficiency in other European languages is beneficial. MiFID certification or equivalent training. CFA or similar qualifications are advantageous. Located in Luxembourg If you match the job description and are keen on applying for this role; please send us a copy of your resume/cover letter to [email protected] submit your application through the Vacancy Form. #J-18808-Ljbffr