- 経験
- 2年以上
- 給料
- —
- 求人情報
- 1
- 投稿済み
- 4週間前
- 作業モード
- 在任中
- 資格
- Finance professionals with experience serving private clients in banking or wealth management, and strong language and client-facing skills.
- 再開する
- 応募必須
勤務地
仕事内容
Role overview
This opportunity is with a prominent international investment organisation that is expanding its European presence. It is suited to finance professionals who want to deepen their knowledge of markets, investing, and advisory work for high-net-worth clients.
The position calls for someone who is confident in client-facing conversations, able to explain investment ideas in a clear and reassuring way, and committed to delivering a polished service experience. You will collaborate with experienced teams across investments, research, trading, and client service.
Requirements
- You should bring at least 2 years of experience supporting private clients in banking or wealth management.
- A solid grasp of market behavior, investment principles, and current financial trends is expected.
- European language ability at native level is required, and strong English fluency is considered a major advantage.
- A CFA credential would be a plus.
- The role requires excellent communication skills, strong relationship management ability, and a client-first mindset.
Key responsibilities
- Oversee a portfolio of high-net-worth clients and nurture durable client relationships.
- Serve as the main point of coordination between clients and the internal investment, research, trading, and service functions.
- Keep clients informed with timely updates on portfolio movement, market activity, and investment positioning.
- Maintain a consistently high level of client support and relationship handling.
- Build deeper expertise in financial and capital markets through a structured training path.