Senior Investment Advisor (H/F) (m|f|x) Luxembourg

BGL BNP Paribas is one of the largest banks in Luxembourg and part of the BNP Paribas Group.
It offers an exceptionally wide range of financial products and bancassurance solutions to individuals, professionals, businesses, and private banking clients.
In 2024, BGL BNP Paribas was named “Best Bank in Luxembourg” by Euromoney, and in 2025, for the 10th consecutive year, it was awarded the “Top Employer Luxembourg” certification in recognition of the excellent working conditions it provides to its employees.

CONTEXT
Within International Europe Markets, the Investment Manager will be responsible for providing active advice and monitoring clients’ financial investments under the Asset Advisory agreement.
The Investment Advisor will provide clients with financial expertise by offering investment solutions tailored to their specific needs and risk tolerance, in accordance with the bank’s investment policy.

Tasks

• Monitor each client’s relationship to provide personalized investment advice tailored to the strategic views of BNPP WM clients.
• Actively manage the Asset Advisory management agreement and ensure the quality of the services provided: investment proposals and regular portfolio reviews, suggestions for investment ideas and personalized recommendations, information on market events and changes to investment recommendations, and regular contact according to the frequency agreed upon with clients.
• Promotion of the Wealth Management Offering: Promote the full range of services to our clients in accordance with recommended diversification and risk guidelines. Monitor the advice provided on a daily basis and adapt it to market developments and the Bank’s investment recommendations.
• Ensure compliance with BNP Paribas Wealth Management’s investment procedures.
• Execute instructions related to investment decisions.
• Ensure the monitoring of risks and, if necessary, the implementation of the necessary corrective actions.
• Interact with BGL BNP Paribas Wealth Management advisory teams: Advisory Business Management, Investment Advisors, and Product Specialists.
• Actively participate in team meetings to share expertise and best practices.
• Promote the Asset Advisory offering to the bank’s clients and prospects.
• Regularly ensure the quality of service in collaboration with the relationship managers responsible for client relationships. Provide them with feedback on client interactions and keep them informed of the next steps regarding investments.

Profile / Your qualification / Your personality

Professional Experience and/or Qualifications

• Education: Minimum Bac+5 (Master’s degree) in Finance, Economics, Business, or a related field.
• Experience: At least 5 years in advisory or portfolio management within finance, markets, or asset management.

Behavioral Competencies

• Ability to collaborate
• Organizational skills
• Adaptability
• Results-oriented
• Ability to communicate—both orally and in writing
• Customer-oriented
• Creativity & innovation / problem-solving skills
• Proactivity
• Autonomy

Cross-functional competencies

• Analytical skills
• Ability to inspire others and foster engagement
• Ability to engage and lead customers (client-facing facilitation)

Technical competencies

• Proven knowledge of financial markets and related products
• Strong business acumen
• Operational knowledge of the main office tools (Office suite, Excel, Bloomberg).
• Written and oral communication

Language Requirements

• French: Excellent (spoken and written, used internally and with clients)
• English: Excellent (spoken and written, used internally and with clients)
• Dutch: Excellent (spoken and written, used internally and with clients)
• Any additional language is a plus.

That awaits you

• Being part of a solid and committed financial group, where everyone has a role to play in making our society more sustainable and can find meaning in their daily professional lives:
  
• Taking advantage of a wide range of training opportunities to continually develop your skills and prepare you for the professions of tomorrow, in a constantly changing world
• Broadening your horizons and exploring different roles throughout your career, thanks to the diversity of our activities and our dynamic career management
• Maintaining a healthy work-life balance thanks to our flexible work hours, two satellite offices near the Belgian and French borders, and remote work options
• Thriving every day in an environment where it’s great to live and work. By listening to our employees, we are committed to providing a high-quality work environment based on respect, diversity, inclusion, and a spirit of camaraderie.

In a changing world, diversity, equity, and inclusion are key values for the well-being and performance of teams. At BNP Paribas, we want to welcome and retain all talents without distinction: this is how, together, we will build the innovative, responsible, and sustainable finance of tomorrow.

Application

During the final stages of the recruitment process, the shortlisted candidate will be asked to provide us with a criminal record extract dated within the last 3 months (Record No. 3 for Luxembourg), in accordance with the provisions of the law of July 23, 2016, concerning criminal records.

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Location

50 / 60 Avenue John F. Kennedy, L-1855 Luxembourg