Job Preview

Advisory Portfolio Manager (m / f)

Job Description

In order to strengthen its Portfolio Management team, the ING Luxembourg Private Banking Department is looking for:

 

Advisory Portfolio Manager (m / f)

 

 

Your missions:

Within the Gestion Conseil team, your mission is to proactively advise 80 to 120 clients 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

 

Your profile:

 

Training :

  • 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.

 

Skills:

Function requires a high degree of autonomy, analytical, judgmental and analytical skills as well as excellent business 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

Company
ING
City
Luxembourg
Country
  • Luxembourg
Industries
  • Finance
Job Type
  • Full-time
Salary
  • Negotiable
Reference
GWP273917
Posted
01 May 2019
Applications Deadline
22 June 2019

Follow our link

Latest Tweets