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Strategic Financial Advisor
2 weeks ago
We are seeking an experienced Investment Strategist to join our team. In this role, you will be responsible for providing tailored investment strategies to our clients, leveraging your knowledge of financial markets and capital markets education.
Key Responsibilities:- Build long-standing relationships with high-net-worth individuals, ensuring they receive exceptional service
- Manage a book of approximately €100-150 million in assets
- Act as the conduit between clients, research and trading departments, and several service teams
- Proactively update clients on portfolio changes, financial markets, and the company's current market strategy and investment philosophy
- Maintain a positive personality and empathise with clients
- Must be fluent in English and Dutch, both written and spoken
- Minimum 2 years of experience in private banking or wealth management
- MiFID certification or equivalent
- CFA or similar education is beneficial
- Knowledge of financial concepts, markets, and current events
- Excellent communication skills to connect with various audiences
This role offers a unique opportunity to gain advanced finance and capital markets education through our company training program. You will also have access to a comprehensive benefits package, including health insurance and retirement planning support.
About Us:We are a leading independent investment firm with a global presence, managing assets for institutional and private investors. With over half a century of industry experience, we specialise in providing tailored investment strategies, guided by a research-driven approach and a commitment to client success.
