Opslaan Terug naar zoeken Functie Samenvatting Soortgelijke banen Toegevoegd 08/06/2026Manage a loyal, high-net-worth portfolio with zero cold-calling pressureAdmin-free advisory role: focus purely on people, not paperworkOver onze klantOur client is an independent, CSSF-regulated investment management firm that has been guiding investors toward their financial goals for over a decade. Backed by a Swiss parent company and operating across several European locations, the firm specializes in corporate high-yield bonds and pursues progressive, value-oriented investment strategies rather than conventional approaches. The company runs discretionary portfolio management mandates-including dedicated high-yield bond, balanced, and convertible bond funds-and serves a predominantly European clientele from its centrally located Luxembourg headquarters near the main station.The culture is open, collegial, and international, built on a foundation of trust, transparency, expertise, and shared success.FunctieAct as the primary point of contact for an existing portfolio of private and corporate clients, ensuring satisfaction and long-term retentionBuild and maintain trusted, lasting relationships with investors, the majority of whom are based across EuropeClearly explain the firm's investment decisions-what is bought or sold and why-translating portfolio strategy into accessible client communicationParticipate in weekly and monthly investment meetings to stay fully informed on portfolio positioningRepresent the firm's value-investing philosophy centred on diversification and long-term conviction rather than speculationWhere relevant, welcome opportunities to grow client relationships, though new-client acquisition is not the core mandateProfielNative-level Italian speaker with strong professional English; additional European languages are a plusProven experience as a client advisor, relationship manager, or private banker, with a demonstrated talent for client retentionA genuine "farmer" mindset : patient, dependable, and focused on nurturing existing relationships over hunting new onesSolid understanding of financial instruments (bonds, high-yield bonds, equities) and the ability to explain them clearly; deep credit expertise is welcome but not mandatoryMature, credible, and trustworthy profile able to reassure and retain a discerning client baseAanbodA competitive monthly salary, depending on experience and qualificationsPerformance-based bonuses rewarding excellent service and client growthMeal vouchers (€15 per day, 18 days per month)An administration-light environment, with documentation handled by dedicated middle and back-office teamsA prime office location in central Luxembourg, steps from the station and tram networkA stable, people-focused firm offering genuine long-term career prospectsContactThomas de LoozReferentienummerJN-062026-7035092Vacature samenvattingSectorBanking & Financial ServicesSub SectorPrivate banker / Relatiemanager / Wealth ManagerIndustrieFinancial ServicesLocatieLuxemburg CountryContract TypeVast dienstverbandConsultant naamThomas de LoozVacature referentieJN-062026-7035092
