Investment Advisor - French Market

at  Human Innovation Partners

HI Partners, we are currently seeking a highly motivated and experienced Investment Advisor who is fluent in French to join a prestigious company in Luxembourg. As an Investment Advisor, you will be responsible for providing expert investment advice and guidance to our clients in the French market, helping them achieve their financial goals. This is an exciting opportunity to work with a diverse portfolio of clients and contribute to our success in the financial services industry.

REQUIREMENTS:

• Bachelor’s degree in finance, economics, business or related field
• Proven experience as an Investment Advisor or similar role
• Fluency in French and English, both written and spoken
• Strong knowledge of investment products, financial markets, and industry regulations
• Excellent communication and interpersonal skills
• Ability to build and maintain client relationships
• Analytical and problem-solving mindset
• Proficiency in Microsoft Office Suite
• Professional certifications such as CFA or CFP are a plus
  If you are interested in joining our team, please send your CV to info@hipartners.lu
  Or submit your application through our website: www.hipartners.lu

• Develop and maintain strong relationships with clients by providing personalized investment advice and solutions
• Evaluate clients’ financial objectives, risk tolerance, and investment preferences
• Analyze market trends, economic conditions, and investment products to offer informed recommendations to clients
• Create customized investment plans and portfolios based on client needs and goals
• Monitor and evaluate portfolio performance, making adjustments as needed to ensure client objectives are met
• Provide exceptional customer service by addressing client inquiries and concerns in a timely and professional manner
• Collaborate with internal teams to facilitate client onboarding and ongoing account management
• Ensure compliance with industry regulations and internal policies