Senior Investment Advisor

LUPosted Jun 25, 2026

Job description

Your next challenge: Collect and analyze financial information Make investment proposals to private clients in accordance with the investment strategy, and respecting their personal situation and risk profile Track investments in close contact with customers, react if necessary, and manage alerts Actively participate in market meetings of management and advisory teams Host market meetings in front of sales teams, and accompany them in customer appointments and investment proposals to clients Diversify portfolio management, control of key asset classes (equities, bonds, foreign exchange markets)

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