Wealth Advisor (International)

Michael Page; España; On-site; EUR 80,000 - 95,000; Full time

Job summary

Michael Page seeks a Wealth Advisor based in Luxembourg to lead investment advisory for a portfolio of UHNW clients, coordinating with Spain and Luxembourg teams and serving as the main investment contact.

You will tailor proposals, explain solutions clearly, and review discretionary mandates while contributing to a growing front-office model in Luxembourg. A clear salary range and bonus are offered as part of a permanent contract.

Qualifications

• Experience with UHNW clients is preferred.
• Strong understanding of investment products and risk.

Responsibilities

• Act as the main investment and relationship contact for Luxembourg UHNW clients.
• Prepare and present tailored investment proposals.
• Advise clients on a broad range of investment solutions, including funds and multi-asset strategies.
• Review and optimize portfolios and discretionary mandates.
• Develop client relationships by identifying additional wealth needs.
• Communicate proactively with clients and ensure high-quality coverage.

Skills

Wealth management

Investment advisory

Portfolio management

Client relationship management

Job description

• Private Banking / Wealth Management experience in Luxembourg
• Strong expertise in financial markets, investment advisory

Our client is part of an established European banking group with a growing Private Banking and Wealth Management activity in Luxembourg.

The private bank serves international High-Net-Worth and Ultra-High-Net-Worth (HNW/UHNW) clients through investment advisory and discretionary portfolio management solutions, combining the expertise of its Luxembourg-based investment teams with a strong network of Private Bankers in Spain.

As Wealth Advisor, you will act as the main investment contact in Luxembourg for a portfolio of existing UHNW private banking clients :

• Act as the main investment and relationship contact in Luxembourg for a portfolio of Spanish UHNW clients.
• Build strong working relationships with the Private Bankers in Spain who originate and own the wider client relationship.
• Understand each client's objectives, risk profile and existing portfolio to identify relevant investment opportunities.
• Prepare and present tailored investment proposals, primarily within an advisory model.
• Advise clients on a broad range of investment solutions, including investment funds and multi-asset portfolio strategies.
• Review and optimize existing portfolios, participate in periodic reviews of discretionary mandates.
• Develop existing client relationships by identifying additional investment, financing or wealth management needs.
• Communicate proactively with clients and ensure regular, high-quality coverage.
• Support Private Bankers during client meetings and explain investment recommendations in a clear and technically credible way.
• Contribute to the ongoing development of the Wealth Advisor model, internal processes and collaboration between Luxembourg and Spain.

Our client offers :

• A client-facing Private Banking / Investment Advisory role managing an existing portfolio of UHNW clients.
• Exposure to sophisticated investment needs and tailor‑made wealth management solutions.
• The opportunity to help shape a new front‑office model within a growing Luxembourg office.
• An international working environment that values collaboration, openness and team spirit.
• A fixed annual salary expected between €80k and €95k, depending on experience and seniority.
• A contractual target bonus, linked to individual, managerial and group objectives.
• A permanent employment contract in Luxembourg, with the benefits of the Luxembourg Banking Collective Agreement.