French speaking Financial Planning Analyst

If you have experience in Financial Planning and you are looking for a new challenge in an international environment, keep reading! Our client, globally known investment firm is on the look-out for a French speaking Financial Planning Analyst to join their team in Luxembourg. You will join the Wealth Solutions team who offers tailored advice on financial planning on Assurance Vie and Contrat de Capitalisation insurance policies.

Your responsibilities will include:

• Conducting analysis on clients‘ financial situation and cash flow
• Optimising investments; reviewing suitability of investment wrappers
• Writing proposals on insurance policies for clients
• Providing advice to clients over the phone, in writing and in person

About you:

You have strong analytical and organisational skills and a good sense of time management to keep up with deadlines. You have detailed understanding in the Assurance Vie and Contrat de Capitalisation policies and know how to analyse and propose suitable solutions for clients. You will be part of energetic and multicultural team and have great opportunities to progress in your career within the company, for instance towards Investment Counsellor. In case you live outside Luxembourg, no worries – the company provides relocation package!

Profile:

• Fluent in French (C2-level) and English, both written and spoken.
• Master’s degree in Financial Planning and multiple years of experience in the principles of financial planning.
• Good knowledge of Assurance Vie and Contrat de Capitalisation. Great communication skills and quality focused.
• Available on-site in Luxembourg or open for relocation (relocation package offered).

To apply, please send your CV in English and in Word format to Henna.
languagematters is acting as an employment agency in relation to this vacancy.

Apply

• Danish speaking Client Advice Associate

  • London
  • Danish, English
  • Permanent
  • Up to £35000 per annum + + bonus up to 8k

  Are you interested to start your career in an analytical role in the finan...

  Diesen Job ansehen

• Norwegian speaking Client Advice Associate

  • London
  • English, Norwegian
  • Permanent
  • Up to £35000 per annum + + bonus up to 8k

  Are you interested to start your career in an analytical role in the finan...

  Diesen Job ansehen