New position - Senior Investment Specialist – Private Bank (Luxembourg)

Languages: English & French (mandatory); Dutch/Flemish are an asset

Experience: 5-10+ years in investment advisory / private banking

About the Role

We are seeking an experienced Senior Investment Specialist (Advisor) to join a world-leading private bank in Luxembourg. In this position, you will collaborate closely with Relationship Managers to understand the needs of clients and prospects, design customised investment proposals, and oversee the implementation and monitoring of advisory portfolios.

Key Responsibilities:

• Partner closely with Relationship Managers to identify client needs and present relevant investment solutions.
• Design, implement, monitor and rebalance clients’ advisory portfolios tailored to individual profiles.
• Provide performance reporting and investment updates on discretionary and advisory mandates.
• Keep bankers, clients and prospects informed of strategies, research, and product range developed by the bank’s investment platform.
• Stay informed about financial market developments and the bank’s house views to provide timely advice.
• Contribute to marketing initiatives aimed at prospective clients.
• Maintain a strong compliance culture by adhering to all relevant local laws, regulatory requirements, and internal procedures.

Your Profile & Requirements:

• University degree in Finance, Economics or a related field.
• 5-10 years of proven experience in investment advisory, portfolio management or private banking.
• Solid understanding of investments, banking and trust concepts, including asset allocation on managed and advisory portfolios.
• Knowledgeable across asset classes and investment vehicles; experience implementing tailor-made investment solutions and monitoring risk.
• Fluency in English and French; Dutch/Flemish would be an asset.
• Excellent negotiating, communication and presentation skills, with the ability to explain complex investment concepts to sophisticated clients.
• Solutions-oriented and proactive mindset with high standards of integrity, service, and professionalism.

What We Offer:

• The opportunity to work for a leading international private bank known for its excellent reputation and highly respected workplace culture.
• A senior role that comes with significant responsibilities and visibility, allowing you to influence investment offerings across different countries.
• Close collaboration with Relationship Managers and direct interaction with sophisticated clients and complex investment mandates.
• A competitive remuneration package that includes bonuses, benefits, and opportunities for training and development.
• An international work environment that combines the stability of Luxembourg with access to the bank’s global investment expertise.

Office Manager / PA

Our client is seeking a highly organised and proactive Office Manager / PA to support the Head of Luxembourg and wider team. This hybrid role combines administrative, organisational, and facilities responsibilities. If you are resourceful, adaptable, and enjoy managing a wide range of tasks in a dynamic corporate environment, this could be the perfect next step in your career.

The office is based in Kirchberg

Your Responsibilities

• Provide comprehensive administrative support to the Head of Luxembourg and team.
• Manage diaries, schedule meetings, and coordinate complex travel arrangements.
• Prepare and edit correspondence, presentations, and board-related documentation.
• Assist with organising and coordinating events, meetings, and office functions.
• Oversee office management and facilities, including space planning, office moves, and supplies.
• Liaise with external vendors and building management, handling deliveries and facilities issues.
• Support and execute facilities-related projects.
• Provide reception services for visitors and guests when required.

Your Profile

• From 6 years’ experience as a Personal Assistant, Executive Assistant, Office Manager, or Team Assistant
• Proven experience in operations and back-office support.
• Previous exposure to a corporate environment.
• Fluent in English language. A good understanding of French language could be an asset.
• Advanced Microsoft Office skills.
• Strong organisational skills with exceptional attention to detail.
• Excellent diary management and ability to prioritise effectively.
• Proactive, resourceful, and solutions-focused with a flexible mindset.
• Discreet, professional, and able to exercise sound judgement in sensitive matters.

If this opportunity feels right for you, we’d love to hear from you.

Kindly note that a valid Luxembourg work permit is required for consideration. All applications are handled with the utmost confidentiality—feel free to review our privacy policy on our website.

We are proud to be an equal opportunity employer and welcome candidates from all backgrounds.

Anderson Wise is pleased to represent a global corporate service provider dedicated to delivering exceptional support to its partners and portfolio companies across various industries.

Our client values diversity as a core strength, creating an inclusive and adaptable workplace that thrives on collaboration and innovation.

Join their multicultural team of dedicated professionals. As their new Depositary Associate, you will be involved in depositary reporting for real estate portfolios, ensuring regulatory compliance, and supporting internal initiatives to optimize reporting processes.

Your responsibilities:

• Manage day-to-day operational depositary reporting preparatory work for real estate portfolios, ensuring compliance with AIFM Directives and other regulations.
• Act as the main point of contact with the Custodian Bank and liaise regularly with the Group on depositary reporting.
• Reconcile data and documents related to asset ownership.
• Perform analysis and controls to mitigate risks linked to depositary reporting.
• Support the Legal & Compliance team in optimizing data processes related to reporting requirements.

Your profile:

• At least 3 years of experience in a Depositary Control department, fiduciary, or similar.
• Familiarity with AIFM Directives.
• Fluent in English; any other language (especially German, French, or Spanish) is a plus.
• Proficient in Excel and MS Office applications.
• Experience in conducting due diligence is a plus.
• Excellent communication skills with the ability to interact with various stakeholders.
• Strong organizational skills, capable of managing tasks and meeting strict deadlines.
• Resourceful, flexible, and able to adapt to changing priorities.
• Analytical mindset with the ability to solve complex problems and innovate.

Could this be the right opportunity for you? Please do not hesitate to send your CV to Aude Francois at aude.francois@andersonwise.com to be considered for this recruitment process.

Your application will be treated with the utmost discretion.

When using our services, our clients require that we introduce candidates already in possession of a valid Luxembourg work permit. If this is not your case, we regret to inform you we will not be able to consider your application.

We take your privacy as our utmost concern, and we manage your data with the highest degree of confidentiality. Before applying to any of our opportunities, we invite you to read our privacy policy, available on our website.

We are an equal opportunity employer and welcome candidates from all backgrounds to apply

New Position - Tax Partner in a Law Firm

Our client is an international law firm with a branch in Luxembourg. They are top-tier in their home country and are seeking a Tax Partner to join their growing team and expand their operations in Luxembourg.

Position Overview

An experienced and entrepreneurial Tax Partner will join our client's Luxembourg branch. Their role is integral to expanding the firm’s presence in the Luxembourg market and developing its tax advisory services. The ideal candidate will be a dynamic leader with a strong track record in Luxembourg tax law and a focus on business development, collaboration, and innovation.

Key Responsibilities:

Tax Advisory and Client Services

• Provide expert tax advice across a range of areas, including corporate taxation, investment fund structuring, and cross-border transactions.
• Deliver tailored solutions to meet complex client needs and ensure compliance with Luxembourg tax regulations.
• Build and maintain strong client relationships, acting as a trusted advisor.

Business Development

• Drive the growth of the tax practice by actively engaging in business development activities and building a new client base in the Luxembourg market.
• Identify opportunities for collaboration with the firm’s Investment Funds and Corporate Law teams, leveraging existing expertise to cross-sell services.
• Represent the firm at industry events, seminars, and networking opportunities to enhance its reputation and visibility.

Team Leadership and Collaboration

• Work closely with the firm’s local and international teams to align strategic goals and promote cross-disciplinary synergies.
• Provide mentorship and leadership to junior team members, fostering professional growth and development.
• Contribute to the firm's strategic initiatives and positioning in the Luxembourg legal market.

Practice Management

• Take a leading role in managing and growing the firm’s tax practice in Luxembourg.
• Ensure the delivery of high-quality services that align with the firm’s standards and client expectations.
• Monitor and address changes in tax legislation and regulatory developments that impact clients and the firm’s operations.

Required Qualifications and Skills:

• Extensive Experience: Significant experience in Luxembourg tax law, with a strong focus on advisory work for corporate clients and investment funds.
• Full Qualifications: Admission to the Luxembourg Bar and other relevant legal or tax certifications.
• Entrepreneurial Drive: A proven ability to develop and grow a client base and generate new business opportunities.
• Collaboration Skills: A team-oriented professional who thrives in a cross-disciplinary environment and excels at fostering collaboration.
• Leadership Abilities: Demonstrated experience in leading teams and managing complex client portfolios.
• Communication Excellence: Exceptional verbal and written communication skills in English (other languages, particularly French and German, are a strong advantage).

What We Offer

• Competitive compensation package - based on revenue created
• A strategic leadership role with significant autonomy and responsibility.
• A collaborative and supportive work environment with opportunities to shape the future direction of the tax practice.
  
  

TO APPLY: Please send your CV to michael.mandic@andersonwise.com to be considered for this recruitment process. Your application will be treated with the utmost discretion.

When using our services, our clients require that we introduce candidates already in possession of a valid Luxembourg work permit. If not, we regret to inform you we will not be able to consider your application.

We take your privacy as our utmost concern, and we manage your data with the highest degree of confidentiality. Before applying to any of our opportunities, we invite you to read our privacy policy, available on our website.

We are an equal opportunity employer and welcome candidates from all backgrounds to apply.

NEW POSITION - Private Banker / Relationship Manager - Dutch Speaking 

Exciting Opportunity in Private Banking - Relationship Manager / Private Banker - Dutch Speaking

Join our client, highly successful international private bank as they expand their coverage in the Dutch-speaking markets. We are currently seeking a skilled Relationship Manager or Private Banker to join our dynamic team in the Netherlands.

Why should you consider:

• Highly reputable Private Banking brand with over 30 years of presence in Luxembourg as the European Headquarters.
• Onshore presence in the Dutch-speaking market.
• Results-based bonus and a highly competitive fixed package (ask for more details).
• Comprehensive benefits package.

Your Role:
We are looking for a master of the market with a sophisticated approach, a sense of style, and impeccable communication skills.
As a Relationship Manager or Private Banker, you will:

• Attract new clients and work with them in partnership.
• Listen to clients, understand their life and financial goals.
• Present a portfolio of investment solutions tailored to client needs.
• Act as a true financial advisor, ensuring clients achieve their financial goals.
• Partner with clients to protect, grow, and control their wealth for future generations.
• Collaborate with internal stakeholders to provide a unique, client-centric approach.

Your Profile:

• University educational background, preferably in MBA, BBA, Finance, Legal, Tax, or Economics.
• Minimum 7 years of experience in the Private Banking industry as a Private Banker, Client Advisor, or Relationship Manager with a focus on hunting/business development.
• In-depth knowledge of the Dutch wealth management key client market.
• Familiarity with tax and cross-border regulations in the Netherlands.
• Established network of contacts with Ultra and High Net Worth Individuals and Families.
• Significant self-acquired portfolio with a proven track record.
• If you are a seasoned professional looking to make a significant impact in the Private Banking sector and meet the above criteria, we invite you to explore this exciting opportunity with us.
• Connect with us to discuss more details and take the next step in your career.

Please apply by sending your CV, or contacting michael.mandic@andersonwise.com to be considered in this process. Your application will be treated with the utmost discretion.

We take your privacy as our utmost concern and we manage your data with the highest degree of confidentiality. Before applying to any of our opportunities, we invite you to read our privacy policy, available on our website.
We are an equal opportunity recruitment firm and welcome candidates from all backgrounds to apply.