Client Advisor
On-siteLuxembourg, Luxembourg, Luxembourg
Job Summary
Client Advisor at Quintet Private Bank in Luxembourg responsible for building optimal client service experiences and managing wealth for client families. Leverages Quintet’s value proposition across investments, financial planning, estate planning and lending to protect and grow client wealth, acquire new clients, and increase share of wallet. Manages relationships through regular client visits, cross-pitching the Quintet proposition, and coordinating with investment, planning, and risk specialists. Requires extensive knowledge of investment products and markets, risk management, regulatory and compliance procedures, and the ability to tailor advice to each client’s objectives and risk profile. Must be fluent in Luxembourgish and German, with English also required, and proficient in MS Office and AI tools to identify opportunities within the client advisory process.
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