Vista previa generada por IA
Senior Investment Advisor needed at BGL BNP Paribas in Luxembourg City – focus on asset advisory, portfolio management, and client relations.
Join a leading bank recognized for excellence and top employer status, offering flexible hybrid work and career growth.
BGL BNP Paribas is one of the largest banks in Luxembourg and part of the BNP Paribas Group.
It offers an especially wide range of financial products and bancassurance solutions to individuals, professionals, businesses and private banking clients.
In 2024, BGL BNP Paribas was named "Best Bank in Luxembourg" by Euromoney and in 2025, for the 10th consecutive year, was awarded the "Top Employer Luxembourg" certification, in recognition of the excellent working conditions offered to its employees.
Senior Investment Advisor (H/F)
CONTEXT
Within International Europe Markets, the Investment Manager will have to provide active advice and follow‑up of customers' financial investments in the framework of the Asset Advisory agreement.
The Investment Advisor will provide clients with financial expertise by offering investment solutions tailored to their specific needs and their risk tolerance as part of the bank's investment policy.
WHAT WILL YOU DO ON A DAILY BASIS?
Monitor the relationship of each client to provide personalized investment advice tailored to the strategic views of BNPP WM clients.
Actively lead the Asset Advisory management agreement and ensure the quality of the services offered: investment proposals and regular portfolio reviews, suggestions for investment ideas and personalized arbitrations, information on market events and information recommendation changes, regular contact according to the frequency agreed with the clients.
Promotion of the Wealth Management Offer: Promote the full offering to our clients in line with the recommended diversification and risk rules. Daily monitoring of advice given and adapting it to market developments and the Bank’s investment recommendations.
Ensure compliance with the investment procedures of BNP Paribas Wealth Management.
Execute instructions related to investment decisions.
Ensure the monitoring of the risks and, if necessary, the implementation of the necessary corrective actions.
Interact with BGL BNP Paribas Wealth Management Advisory teams: Advisory Business Management, Investment Advisors and Product Specialists.
Actively participate in team meetings: sharing of expertise and best practices.
Promote the Asset Advisory offer to customers and prospects of the bank.
Ensuring the quality of the service on a regular basis with the relationship managers in charge of the relationship with the customers. Give them feedback on customer relations and inform them of the steps in terms of investment.
WORKING WITHIN BNP PARIBAS MEANS:
Being part of a solid and committed financial group, where everyone has a role to play in making our society more sustainable and can give meaning to their daily professional lives:
Our commitments and actions for clients and society BNP Paribas
Taking advantage of a wide range of training opportunities to continually develop your skills and prepare you for the professions of tomorrow, in a constantly changing world
Broadening your horizons and exploring different jobs throughout your professional life, thanks to the diversity of our activities and our dynamic career management
Preserving your work‑life balance thanks to our flexible working hours, two satellite offices near the Belgian and French borders, and remote work options
Thriving daily in an environment where it’s great to live and work. Listening to the voices of our employees, we are committed to providing a high‑quality work environment based on respect, diversity, inclusion, and a spirit of camaraderie.
Professional experience and/or qualifications
Education : Minimum Bac +5 (Master’s degree) in Finance, Economics, Business, or a related field.
Experience : At least 5 years in advisory / portfolio management within Finance, Markets, or Asset Management.
Behavioural competencies
- Ability to collaborate
- Organizational ability
- Adaptability
- Result‑oriented
- Ability to communicate – both orally and in writing
- Customer‑oriented
- Creativity & innovation / problem‑solving ability
- Proactivity
- Autonomy
Transversal competencies
- Analytical ability
- Ability to inspire others and generate engagement
- Ability to engage/lead customers (client‑facing facilitation)
Technical competencies
- Confirmed knowledge of financial markets and related products
- Good business approach
- Operational knowledge of the main office tools (Office suite, Excel, Bloomberg).
- Written and oral communication
Language requirements
- French: Excellent (spoken and written, used internally and with clients)
- English: Excellent (spoken and written, used internally and with clients)
- Dutch: Excellent (spoken and written, used internally and with clients)
- Any additional language is a plus.
During the finalization of the recruitment process, the preselected candidate will be asked to provide us an extract from his/her criminal record dated less than 3 months (record N°3 for Luxembourg), according to the dispositions of the law from July 23 2016 concerning the criminal record.