Financial Planning: Develop comprehensive financial plans that align with clients objectives and financial situation. Help clients prioritize financial goals such as saving for retirement, education, and major life events.
Investment Strategies: Advise clients on appropriate investment options, asset allocation, and diversification strategies to maximize returns while managing risk.
Portfolio Management: Continuously monitor clients' portfolios, making adjustments based on market conditions, changing goals, or risk profiles.
Employement Category:
Employement Type: Full timeIndustry: BankingRole Category: Investment Banking / M&AFunctional Area: Not SpecifiedRole/Responsibilies: Financial Advisor In Luxembourg