Investment Manager M/F

Audit / Accountancy / Tax
Leudelange
Permanent contract
Full-time

Based in the Grand Duchy of Luxembourg, WEALINS designs innovative life insurance and capitalisation solutions. With its 130 collaborators renowned for their international know-how, WEALINS has developed a trusted and collaborative mindset and a commitment to operational excellence.


Backed by the leader of local insurance in Luxembourg, Foyer Group, WEALINS acts as a modern thought leader, aiming to transform the vision of wealth insurance beyond protecting and transmitting wealth to future generations, the focus deserves to be on tomorrow but also today


WEALINS is currently looking for Investment Manager. Reporting to the Finance Department, you will be responsible for managing the activities of the Investments department within WEALINS and its team of around a dozen people.


In collaboration with the Chief Financial Officer, you will prepare and monitor the budgets and action plan of his business line to implement WEALINS' strategy.


Your tasks:


Production management:


  • Supervise Fund Services, Investment Compliance, Acceptance and Monitoring activities for unlisted or illiquid assets.
  • Review documentation of assets underlying insurance contracts.
  • Verify and validate Net Asset Values of Internal Dedicated Funds / Specialized Insurance Funds.
  • Organize the Investment Committee, participate in the Sustainability Committee.
  • Update policies relating to the Investments activity.
  • Ensure compliance with policies, procedures and work instructions.
  • Manage internal and external audits.
  • Support sales teams on investment issues.


Team management: 


  • Define employees' annual objectives and support them in achieving them.
  • Encourage employees' professional development.
  • Ensure fair distribution of work.


Change Management:


  • Suggest improvements to the working environment.
  • Encourage initiative.
  • Contribute to business and technology development initiatives.


Risk Management: 


  • Identify, analyse and manage operational and financial risks.
  • Implement internal controls to minimise risk.
  • Monitor errors and implement corrective actions.


Your profile:


  • You will have a master’s degree in finance, economics, management or a related field.
  • You will have at least 6 years' experience in a similar position with coordination experience.
  • You will have in-depth knowledge of financial markets and instruments, as well as a thorough understanding of investment flows.
  • You are proficient in asset management and financial analysis tools and software such as Bloomberg, Reuters, Excel, etc.
  • You are autonomous, rigorous and organised, with a perfect command of numbers.
  • You have a perfect command of French and English.


We offer:


By joining our Group, you will benefit from the following advantages, among others:


  • A multicultural, learning and innovative work environment,
  • Flexible working hours,
  • The benefits of a large group with the flexibility of an SME.
  • The possibility of homeworking
  • A company restaurant at preferential rates,
  • A gym with a trainer,
  • An extensive training plan to develop your knowledge and skills
  • Hospitalization and group insurance
  • Concierge service



Découvrez la société Wealins

Acteur incontournable dans le secteur de l’assurance vie patrimoniale et spécialisé dans l’élaboration de solutions sur mesure d’assurance vie et de capitalisation depuis presque 30 ans.
Actif dans 9  marchés européens, WEALINS accompagne une clientèle internationale aisée, afin de structurer, préserver et transmettre son patrimoine en toute sécurité, dans un environnement fiscal privilégié.