About this role
Head of Investment Counselling Permanent contract At xxxx, we're a trusted international organisation with a global customer base of around 39 million customers worldwide through a network that covers 62 countries and territories. In Europe, our ambition is to become the leading international wholesale bank and we need talent like you to help us meet our ambition. Whether you want a career that could take you to the top or in an exciting new direction—we offer opportunities, support and rewards that will take you further. The xxxx Group in Luxembourg is a significant employer and operates several businesses including asset management, securities services, private banking and corporate banking. By joining us, you'll help evolve and grow our Private Banking business. What you will do: Reporting functionally to the Head of Investment Counselling, EMEA (based in Switzerland) and locally to the PBLU Head of Front Office Supervisory, you will play a key role in positioning and delivering investment solutions for clients and prospects of xxxxx Luxembourg. You will provide strategic and tactical advice to Clients and Relationship Managers, in strict compliance with Group strategy. In this role, you will (but not limited to): • Assess client needs, shape a holistic investment strategy, coordinate implementation, and ensure portfolios remain suitable over time. • Use an open-architecture approach to product selection to provide access to best-in-class solutions. • Support business growth by contributing to new initiatives and enhancements to products and client propositions. • Develop comprehensive investment strategy and asset allocation proposals appropriate to each client. • Educate and guide Clients, Prospects and Relationship Managers with clear, actionable investment insights. • Monitor client portfolios for performance, asset allocation and appropriateness. • Manage a team of Investment Counsellors and Analysts, fostering high performance and collaboration. You should apply if you have: • Master's degree in economics or equivalent. • Strong experience in investment management. • Solid understanding of private wealth management, macroeconomics, financial markets, and a broad range of traditional and alternative investment products. • Proven expertise in capital markets theory, the investment process, and product selection. • Excellent written and verbal communication skills, with the ability to explain market conditions and complex investments solutions to Clients and Relationship Managers. • Strong analytical skills. • Trading experience in executing client orders. • CFA exam or equivalent qualification is an advantage. • Fluent English is essential; German or French is an advantage. Even if you feel you do not meet 100% of our qualifications, we encourage you to apply, if you believe this role is right for you. What you'll get in return: • We'll help you progress your career, including access to development programmes, mentoring and coaching, as well as world-class training through xxxx University • We'll provide you with flexible working arrangements • We'll give you a huge range of resources that support your mental, physical and social well-being. • Our benefits will give you financial security • You'll have opportunities to work internationally - this can be your place to start and branch out to anywhere we have offices • We work with our global employee networks to create an environment where everyone feels included and supported. xxxx has been certified “Top Employer 2026” in Europe. This recognition from the Top Employers Institute rewards our HR practices and recognises xxxx as an HR Leader in France, Germany, Ireland, Italy, Luxembourg, The Netherlands, Poland and Spain. If you're looking for a career where you will be respected as an individual and valued for the contributions you make, please send your application letter and curriculum vitae (in English) via e-mail, and discover how diversity drives our success. Please note that due to the volume of applications received, we will acknowledge your application only if we wish to proceed to interview. If you have not received a response within 4 weeks your application has not been successful. Please also note that every selected candidate will have to provide us with a valid criminal record check in due time. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. For any GDPR request, please send it via e-mail. For further information on building your career at xxxx please visit our website. Being open to different points of view is important for our business and the communities we serve. At xxxx, we're dedicated to creating diverse and inclusive workplaces. We are committed to removing barriers and ensuring careers at xxxx are inclusive and accessible for everyone to be at their best. If you have a need that requires accommodations or changes during the recruitment process, please let us know. Discover how ‘We Value Difference'.