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Advisory Portfolio Manager (m / f)

Job Description

As part of the Gestion Conseil team, your mission is to advise 80 to 120 clients proactively on the financial aspects of their portfolio. You assume the following responsibilities:


- Monitor the client portfolio and propose investments in accordance with the client profile and the asset allocation strategy of the bank;

- Proactively contact clients on a regular basis to promote investment offers and advise them (asset allocation, stock selection) while ensuring compliance with the client's risk profile;

- Upon request from Private Bankers, attend client visits to maintain the relationship with existing clients and acquire new clients;

- Analyze the financial markets and prepare investment actions;

- Help Private Bankers acquire new clients by analyzing the existing portfolio of prospects


Specialist Experience


  • University education Bac + 5 economic or financial orientation
  • Financial Analyst Diploma (CFA, CIIA, MBA)


Experience :

  • Minimum 5 years in a similar function with a customer contact is essential.
  • Experience with standard management tools, Reuters, Bloomberg and Triple A is essential.



Function requires a high degree of autonomy, analytical skills, judgment and synthesis as well as an excellent commercial sense.


Languages :

  • Mastery of French and English essential.
  • The mastery of any other language (Dutch, German or Luxembourgish) is considered an asset


    Please note that all information in this job description is accurate at the time of posting. Please be aware that companies may change details and/or closing dates without notice.



Job Summary

  • Luxembourg
  • Finance
Job Type
  • Full-time
  • Negotiable
03 April 2019
Applications Deadline
18 May 2019

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