Job Summary Table of Investment Specialist

Job Description Summary

We are seeking an experienced Client Investment Specialist to join our team in Luxembourg. This role offers an exciting opportunity to manage a substantial portfolio of advisory and discretionary mandates while working directly with high-net-worth clients and their families.

Investment Specialist Responsibilities

• Client Partnership Management
  • Act as the primary investment specialist for wealthy clients and their families
  • Deliver and implement comprehensive discretionary and advisory offerings
  • Partner with Client Advisors to develop innovative solutions meeting specific client needs
  • Lead investment proposals and portfolio reviews for “bespoke” clients
• Investment Strategy Implementation
  • Manage and execute client requests for bespoke advisory portfolios
  • Understand and interpret client preferences for customized portfolio management
  • Implement investment views and portfolio construction team recommendations
  • Ensure alignment with house views and investment strategies
• Advisory Leadership
  • Provide feedback to ICS colleagues on offering development and investment views
  • Communicate house views effectively to Client Advisors and clients
  • Support Client Advisors in delivering best-in-class investment solutions
  • Act as an ambassador for the Group’s investment capabilities

Required Qualifications and Skills

Professional Experience

• 5-10 years of experience in investment management
• Strong background in portfolio construction
• Experience as Portfolio Manager, Investment Advisor, or Analyst

Technical Competencies

• Advanced knowledge of financial market techniques
• Expertise in portfolio construction methodologies
• Strong analytical and problem-solving abilities

Language Requirements

• Fluent in English and French (required)
• Dutch language skills (highly advantageous)
• Additional languages considered beneficial

Company Culture and Growth Opportunities

Our organization values innovation, collaboration, and client-centric approaches. We offer: – Opportunity to work with high-net-worth clients – Collaborative team environment – Professional development opportunities – International exposure

Application Process

1. Submit your application through our online portal
2. Complete initial screening process
3. Participate in technical and cultural fit interviews
4. Final round with senior management

Equal Opportunity Statement

We are an equal opportunity employer committed to building a diverse and inclusive workplace. All qualified applicants will receive consideration without regard to race, color, religion, gender, sexual orientation, national origin, age, or disability status.

Remote Work Policy

This position is based in Luxembourg and requires regular on-site presence to maintain close relationships with clients and team members.

How to Apply

Interested candidates should submit their applications through our official job portal. Please include your CV and a cover letter highlighting your relevant experience in investment management and client advisory roles.

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