Swedish-speaking Investment Counsellor to Luxembourg

Job Description

Are you a Swedish-speaking finance professional ready to take the next step in your career This is a unique opportunity to join a world-class investment management firm in Luxembourg and manage high-net-worth client relationships with long-term impact.

Our client is a privately held global investment firm with over 90 billion in assets under management. Serving high-net-worth individuals and leading institutions they specialize in discretionary portfolio management and continue to grow rapidly across Europe.

What will you do

• Build and maintain long-term relationships with high-net-worth Danish clients.
• Manage a client portfolio of approximately 100150 million in assets.
• Act as the key liaison between the client and internal departments including research trading and investment policy.
• Communicate proactively with clients regarding market conditions portfolio updates and investment strategy.
• Educate clients on financial markets and guide them through portfolio changes.
• Participate in advanced training and mentoring programs to deepen market expertise.

Requirements

• 2 to 4 years of experience in private client services within banking or wealth management.
• Bachelors or Masters degree strongly preferred.
• CFA (or working toward CFA) preferred.
• IMC or CISI Level 4 qualification is a plus.
• Deep understanding of financial markets economic trends and client needs in the Nordic region.
• Native Swedish speaker with fluent English skills.
• Strong communication skills with the ability to explain complex financial concepts clearly.
• High levels of empathy professionalism and relationship-building skills.
• Excellent organizational and time management capabilities.

What youre offered

• 100% coverage of supplemental medical and dental premiums for employees and qualified dependents.
• 28 days annual leave increasing to 30 days after 5 years plus the option to purchase additional days.
• Annual health screening for you and your dependents.
• 9% company pension contribution with up to 5% additional matching.
• Two pension contribution schemes available.
• Monthly gym subsidy and interest-free season ticket loan after 6 months.
• Cycle scheme and voluntary travel insurance.
• Collaborative and supportive work culture.
• Ongoing training and career development programs.
• Enhanced maternity pay with qualifying service.
• Regular employee appreciation events.

Step into a role where you can make a meaningful difference in your clients financial futures while advancing your own career in a high-performance environment.

Worldwiders Global Recruitment

Worldwiders is a global B2B recruitment company specializing in executive search and specialist recruitment connecting top talent with prestigious opportunities worldwide. With over 5000 successful placements and 400 partners across 40 countries we provide tailor-made recruitment solutions that drive both career growth and organizational success.