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In collaboration with our danish partner; Copenhagen-based Mindweiss AS, we are seeking a senior financial partner on behalf of Core Capital, Luxembourg. As their Senior Financial Advisor, you will be responsible for managing and nurturing the overall client relationship with Core Capital’s discretionary and advisory clients. Your role will include presenting and proposing Core Capital’s asset management offerings to new potential clients, as well as maintaining strong, ongoing relationships with existing clients.
The position may initially be based in a Scandinavian location, with a planned future transition to the Luxembourg office.
Ambitious and Highly Skilled Senior Financial Advisor
This position demands a proactive and strategic approach to client management, requiring you to be fully involved in the day-to-day operations of wealth management while also contributing to the company’s broader strategic goals. To thrive in this role, you should possess a master’s degree in Finance, Economics, or a related field, with substantial experience in Wealth Management or a similar financial advisory position. Your experience in structuring sales processes and leading client relationships will be highly valued. You must be adept at analysing financial data, setting and meeting ambitious targets, and adapting to the dynamic environment of asset management. Your ability to simplify complex financial matters and deliver clear, strategic advice will be key to your success.
As a Senior Financial Advisor, you are expected to exhibit exceptional communication skills, both in managing client relationships and in collaborating with internal teams.
At Core Capital, you will have the opportunity to work with a highly skilled team in a fast-paced, client-focused environment. Your commitment to integrity, transparency, and excellence will be instrumental in driving the success of both your clients and the firm.
This role offers a career opportunity for a driven professional eager to make a meaningful impact in the financial sector!
For inquiries, please contact:
Nøkkelord | Finans, Wealth Management, Portfolio Management, Investment Advisory, Private asset management |
Bransjekategori | Bank / Finans / Forsikring |
Bransje | Bank / finansielle tjenester |
Alternativ bransjekategori | Bank / Finans / Forsikring |
Alternativ bransje | Rådgiver |
Bedriftsnavn | Core Capital, Luxembourg |
46 Pl. Guillaume II | |
1648 Ville-Haute Luxembourg | |
Nettside | corecapital.eu/ |
Tiltredelse | Etter avtale |
Lønn | ETter avtale |
Søknadsfrist | 31.10.2024 |
Arbeidsplass | Luxembourg / Norway |
Tittel | Senior Financial Advisor |
Sektor | Privat |
Stilling | Fulltid |
Omfang | Fast |
Antall stillinger | 2 |
Audun Lyche Nordli Managing Partner audun@raadgiverhuset.no +4793859788 |
Henrik Berg Klemmetsen Rådgiver henrik@raadgiverhuset.no +4793003763 |