Permanent Contract

Wealth Manager - International Desk H/F

Modified on 13/03/2024

  • LUXEMBOURG - Luxembourg
  • Sales / Customer Service
  • 2024-87237

Job description

Within our International Client Desk, you will be in charge of your own client portfolio development and will be expected to contribute in the overall team results.

 

Your mission :

Your main mission is to maintain and develop relationships with HNWI/UHNWI clients on the European market.

 Your mission:

  • Your role is to identify the clients’ specific needs by positioning the bank and highlighting our range of products and services,  especially the discretionary mandate, investment advisory and management as well as wealth planning.
  • You will continuously develop and promote your business contributors in order to
  • Your clients will appreciate your accurate and in depth understanding of their wealth’s, investments and project’s needs.
  • You coordinate proactively the interactions between your clients/prospects and our markets/investments specialists. Those colleagues will contribute to the success of your mission.
  • You will be alert to maintain your clients’ files complete and in accordance with the local regulations and the compliance environment. 
  • Develop actively your network through prospection and business contributors

 

    • Starting date
    • 03/06/2024
    • Position with management
    • No
    • Executive / Non Executive
    • Cadre
    • Minimum level of study
    • Postgraduate degree – MA/MSc/PhD/Doctorate or equivalent
    • Training / Specialization
      • A Master degree in economics, finance or law

      • At least 5 years professional experience in a similar position as Wealth Manager with UHNWI
      • Known for your solutions oriented mindset
      • With a serious acknowledgment of your client oriented vision, you’re known as an entrepreneur in your dedicated market
      • Eager to exceed client expectations
      • Passionate to excel in client service
      • Fluent in French & English. A third language is a plus.
       
    • Minimum experience level
    • 6-10 years
    • Compétences recherchées
      • Knowledge of financial services (credit, investments, financial instruments,..)
      • Commercial skills
    • Languages
    • Dutch native speaker, you speak English. French will be considered as an asset
  • Indosuez Wealth Management is the global wealth management brand of the Crédit Agricole group, the world's 10th largest bank by total assets (The Banker - July 2021, based on 2020 year-end results). Shaped by more than 145 years of experience in supporting families and entrepreneurs around the world, Indosuez Wealth Management offers a tailor-made approach that allows each of its clients to protect, and develop their wealth in alignment with their aspirations. With their comprehensive approach, their teams provide expert advice and exceptional service across one of the broadest spectrums of the profession, for both private and professional wealth management. Set apart by their personal yet resolutely international scope, Indosuez Wealth Management employs 2,955 people in 10 territories around the world: in Europe (Belgium, Spain, France, Italy, Luxembourg, Monaco, and Switzerland), the Asia-Pacific region (Hong Kong SAR, New Caledonia, and Singapore), and the Middle East (United Arab Emirates). With 135 billion euros in assets under management (as of 31/12/2021), Indosuez Wealth Management is one of the world's leading wealth management companies. By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities. www.ca-indosuez.com

Crédit Agricole Indosuez Wealth
Crédit Agricole Indosuez Wealth
Crédit Agricole Indosuez Wealth

Crédit Agricole Indosuez Wealth

Wealth Manager - International Desk H/F

Published the 12/03/2024

Permanent Contract
  • LUXEMBOURG - Luxembourg
  • Sales / Customer Service
  • 2024-87237

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