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DESCRIPTION
Are you a Danish-speaking finance professional ready to take the next step in your career? This is a unique opportunity to join a world-class investment management firm in Luxembourg and manage high-net-worth client relationships with long-term impact.
Our client is a privately held global investment firm with over €90 billion in assets under management. Serving high-net-worth individuals and leading institutions, they specialize in discretionary portfolio management and continue to grow rapidly across Europe.
What will you do?
- Build and maintain long-term relationships with high-net-worth Danish clients.
- Manage a client portfolio of approximately €100–150 million in assets.
- Act as the key liaison between the client and internal departments including research, trading, and investment policy.
- Communicate proactively with clients regarding market conditions, portfolio updates, and investment strategy.
- Educate clients on financial markets and guide them through portfolio changes.
- Participate in advanced training and mentoring programs to deepen market expertise.
REQUIREMENTS
Requirements
- 2 to 4 years of experience in private client services within banking or wealth management.
- Bachelor's or Master’s degree strongly preferred.
- CFA (or working toward CFA) preferred.
- IMC or CISI Level 4 qualification is a plus.
- Deep understanding of financial markets, economic trends, and client needs in the Nordic region.
- Native Danish speaker with fluent English skills.
- Strong communication skills with the ability to explain complex financial concepts clearly.
- High levels of empathy, professionalism, and relationship-building skills.
- Excellent organizational and time management capabilities.