German Speaking VP – Private Banking (m/f/d)

On behalf of our client, a prestigious bank, we are looking for an “German Speaking AVP – Private Banking (m/f/d)” for their department in Luxembourg.

Your Responsibilities:

  • Managing multi-asset class portfolios for clients across alternative and traditional assets
  • Responsible for the communication with portfolio managers, internal partners, clients and product specialists to deliver solutions and investment thinking
  • Assessing clients ́ risk appetite and own client suitability
  • Creating (quarterly and annually) business and investment reviews
  • Ensuring all trades are fully applicable and compliant for the regulatory and internal policies
  • Proactively identify needs and reporting opportunities to originate solutions across capital markets, alternative investments, discretionary mandates, etc.
  • Working with banking product needs including deposits, wealth planning and lending to identify opportunities and connect clients with specialists

Your Profile:

  • MBA, CFA degree or other advanced degree a plus
  • Several years of expertise in the investment management as well as comfortability in leading investment discussions
  • Fluency in German and English, French would be an asset
  • Good experience in asset allocation and portfolio construction with understanding of private clients/HNWI peculiarities
  • Local qualifications or licenses are an advantage
  • Strong knowledge of the regulatory framework (MiFID II, RDR, etc.)

If you are interested in this position and meet the job requirements of our client, please forward your CV + salary expectations to careers@dexter-international.com.

We look forward hearing from you!

Your Dexter Team

Job-Typen: Vollzeit
Arbeitsorte: Luxemburg

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