Advisor Analyst | Private Bank | €60K | PT & EN

Are you looking for more than just another Investment Analyst role?

Many financial institutions offer junior positions where professionals spend years preparing reports, updating databases, or performing repetitive operational tasks before gaining real exposure to investment advisory.

Our client offers a different path.

This well-established international private bank, present in Luxembourg for over 40 years, combines the stability of a renowned financial institution with the agility of a human-sized organisation. With around 70 employees, you will enjoy direct exposure to senior decision-makers, rapid learning opportunities, and genuine career progression based on your performance.

Working alongside the Head of Investment Solutions, Investment Advisors and Portfolio Managers, you will progressively develop into an investment professional involved in advisory, market analysis and strategic investment decisions.

Your Responsibilities

As part of the Investment Solutions team, you will:

• Prepare and improve investment proposals for private banking clients.
• Analyse financial markets, investment products and market opportunities.
• Conduct research across UCITS, funds and other investment solutions.
• Maintain investment documentation, factsheets and internal databases.
• Prepare presentations, reports and materials supporting the bank's investment strategy.
• Collaborate closely with Investment Advisors, Portfolio Managers and Product Specialists.
• Participate in Investment Committee meetings and governance activities.
• Contribute to improving internal processes and automation initiatives.
• Ensure compliance with internal procedures and regulatory requirements.

Your Profile

• Bachelor's or Master's degree in Finance, Economics, Business, Engineering or a related field.
• Around 1 to 3 years of experience within a bank, asset manager, investment company or private bank in Luxembourg.
• Initial exposure to investment products, wealth management or investment advisory.
• Strong analytical mindset with excellent Excel skills.
• Curious, proactive and eager to continuously develop your investment expertise.
• Comfortable working within an international and collaborative environment.
• Fluent Portuguese and English are mandatory.
• French is considered a strong asset.

Why Join This Bank?

Unlike larger institutions, this bank offers real visibility and faster career progression. Rather than spending years in a purely operational role, you will gradually become involved in investment advisory while benefiting from close mentoring by experienced professionals.

You will enjoy:

• Direct mentoring from senior Investment Advisors and Portfolio Managers.
• Exposure to investment strategy and portfolio management from day one.
• Continuous technical and professional training.
• A collaborative environment where your contribution is recognised.
• Hybrid working policy.
• Modern offices and flexible working arrangements.
• 34 days of annual leave.
• Excellent training budget and support for professional certifications.
• Meal vouchers, fitness contribution, SIMPASS card and additional benefits.
• A competitive salary of up to €60,000 gross per year, depending on your experience.

If you are looking for a role where you can genuinely accelerate your career within private banking and investment advisory, this opportunity could be the ideal next step.