Investment Advisor Grow in Private Banking PT & EN

Breaking into Investment Advisory is one thing. Building a real career is another.

In many international banks, junior Investment Analysts spend years focused on reporting, administration or highly specialised tasks before gaining exposure to investment decisions or client advisory.

This is where our client stands apart.

Our client is an established international private bank with more than 40 years of presence in Luxembourg. With around 70 employees, the bank combines the stability of a well-recognised financial institution with the agility of a human-sized organisation. Here, talented professionals are noticed quickly, responsibilities grow naturally, and career progression is based on performance rather than hierarchy.

As an Investment Analyst, you will work directly with the Head of Investment Solutions, Investment Advisors, Portfolio Managers and Product Specialists. From day one, you will actively contribute to investment recommendations, market research and strategic initiatives while continuously expanding your technical and advisory expertise.

Your Responsibilities

As part of the Investment Solutions team, you will:

• Prepare and enhance investment proposals for private banking clients
• Perform financial market analysis and investment research across multiple asset classes
• Analyse investment products, funds and market opportunities to support advisory decisions
• Collaborate closely with Investment Advisors, Portfolio Managers and Product Specialists
• Prepare investment presentations, reports and materials supporting the bank's investment strategy
• Participate in investment committees and governance meetings
• Maintain product documentation, factsheets and internal investment databases
• Contribute to workflow improvements and automation initiatives
• Ensure compliance with internal procedures and regulatory requirements

Your Profile

• Bachelor's or Master's degree in Finance, Economics, Business or a related discipline
• Around 1 to 3 years of experience as an Investment Analyst, Investment Advisor, Portfolio Analyst or within Wealth Management
• Strong understanding of financial markets and investment products
• Excellent analytical skills with advanced Excel proficiency
• Curious, proactive and eager to deepen your investment expertise
• Comfortable working with multiple stakeholders in an international environment
• Fluent Portuguese and English are mandatory
• French is considered a strong advantage

Why Join This Bank?

Accelerated Career Development

Unlike larger international banks where career progression can take several years, this human-sized institution offers significantly greater visibility and faster development opportunities.

Your work will have a direct impact on the Investment Solutions team, allowing you to progressively take on more responsibilities, gain exposure to investment advisory and build a genuine long-term career within private banking.

You will benefit from:

• Close mentoring from senior investment professionals
• Direct exposure to investment strategy and portfolio management
• Increasing involvement in client advisory projects
• Continuous learning and regular opportunities to expand your responsibilities
• Clear career progression based on your performance rather than organisational complexity

A Human-Sized Bank Where Your Contribution Matters

With approximately 70 employees, decisions are made quickly, management remains accessible, and individual achievements are recognised.

You will join an international, collaborative environment where teamwork, knowledge sharing and professional development are part of the company's culture.

Excellent Work-Life Balance

• Hybrid working policy
• Stable working hours with only occasional peak periods
• Modern offices
• Long-term career opportunities within a stable and growing private bank

If you already have your first experience in Investment Advisory or Investment Analysis and are looking for a position where you can genuinely accelerate your career rather than wait years for your next step, we would be delighted to discuss this opportunity with you.