Within our Belgian Wealth Management Desk, we are looking for a talented & enthusiastic Senior Wealth Manager that is collaborative, confident and motivated to provide first class client experience service.
If you have an entrepreneurial mindset and are looking for a new challenge CA Indosuez Wealth Management Europe is the place for you. You will be responsible for managing & developing your own portfolio of clients, while actively contributing to the collective achievements of the team.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Senior Wealth Manager in CA Indosuez you would embrace our entire value proposition of services and products to deliver complete wealth management solutions to HNWI/UHNWI clients.
Your mission:
- Build and nurture long-lasting relationships build on trust & outstanding service with HNWI/UHNWI clients in the Belgian market.
- Identify and understand each client’s unique needs, positioning the bank and showcasing our comprehensive value proposition of wealth management products and services.
- Ensure that proposed products and services maximize the client’s needs, goals and objectives.
- Leverage and proactively coordinate interactions between clients/prospects and our internal specialists (wealth planner, financial advisory, credit advisor, …), ensuring seamless collaboration and optimal outcomes.
- Maintain complete and compliant client files, adhering to local regulations and the highest standards of compliance while adhering to CAI’s risk management policies.
- Expand your network through active prospecting and collaboration with business contributors