Type de contrat :
CDI

Head of Wealth Management International Desk H/F

Modifiée le 21/07/2025

  • Lieu : LUXEMBOURG - Luxembourg
  • Secteur : Commercial / Relations Clients
  • Numéro de l'offre : 2025-97800

Description du poste

 

Purpose of the function: 
 

Manage, develop, and steer the International desk in all its aspects


Define and own a coherent business plan (for desk & different markets) inline with risk appetite of the bank


Offer & promote the bank's full range of services & products to prospects and existing clients with important/significant assets to meet the needs of clients while drawing on all internal experts


Establish long-term relationship of trust with clients


Achieve predefined objectives and KPI’s (RoA, NNM, AUM, Credits, Private Equity, ...)


Contribute actively and positively to the growth of the Bank’s franchise both locally and internationally
 

Responsibilities & Tasks:
 

Develop a business plan for the market(s) for which you are responsible


Achieve RoA/NNM/AUM objectives & optimize the profitability of the business


Promote the bank’s range of services & products to prospects and existing clients


Prospect for new clients by referencing the existing business/clients


Prospect independently for new contacts, by participating in internal events or via internal vectors


Systematic presentation to prospects of offers (PE, Credit/Financing/DPM/ADV/ESG Solutions/Insurance/…)


Develop and retain an existing portfolio of customers (HNWI and UHNWI), protect, monitor and retain existing customers


Identify customer/client needs


Coach, lead, manage and supervise your team


Optimize administrative monitoring within the regulatory framework - carry out remediation campaigns for customers' administrative files (PKR, MiFID, MiFID Sustainable, ...)


Ensure that team members are up to date with mandatory trainings (Compliance, AML, ESG, cross border...)


Measure and monitor evolution of existing clientele managed by teams under responsibility


Monitor teams' schedules and travel


Monitor of major movements and verification of their justifications


Monitor account closures and provide support for Wealth managers in the analysis of relevant actions to try to retain customers


Manage, steer and coordinate credit files and credit/operational risk  


Manage & follow up problematic credits, assure timely renewals & revisions of credit files


Regular & pertinent information to the Head of Head of Wealth Management Europe Central & Nord as well as DGA Commercial


Organization of back-ups so that customers are always taken care of in the absence of their usual correspondent

 

Complément

Coach and exemplary conduct for teams in terms of regulatory compliance
Control of file compliance with MIFID (100% compliant)

Compliance without exception with all regulations in force (AML, KYC, etc.)

Recording of all customer contacts and control of the completeness of the information required in the CRM

Interact with all types of internal (CA Group, CAI Groupo at all levels) and external (clients, lawyers, business leaders, notaries, auditors, … ) stakeholders.

Interact with a large number of departments on complex subjects

  • Date de prise de fonction
    01/05/2025
    Poste avec management
    Oui
    Cadre / Non Cadre
    Cadre
    Niveau d'étude minimum
    Bac + 5 / M2 et plus
    Formation / Spécialisation
    Master in Economics, Applied Economics, International Business Affairs or any other relevant field, CFA chart holder, CAIA chart holder, …
    Proven commercial experience of at least 10-15 years in the financial sector (wealth management, wealth advice, Family Office, private banking, wealth structuring, ...)
    Niveau d'expérience minimum
    11 ans et plus
    Compétences recherchées
    Strong knowledge of financial markets, products & market practices Excellent skills in wealth & asset management and financial products
    Good knowledge of legal and tax matters (asset structures, B23, ...)
    Very good knowledge of the regulatory framework (AML, KYC, TF, cross border, …)
    This position is subject to the provisions of CSSF circular 17/665 which aims to implement the ESMA Guidelines published on 22 March 2016 relating to the assessment of the knowledge and skills of staff providing investment advice
    The knowledge and skills required by this position are subject to mandatory annual assessment, verification and updating
    MiFID Advisory certification is mandatory  Excellent communication, commercial (natural sales talent) & analytical skills
    Pragmatic, proactive & result oriented mindset
    Ability to integrate into a team & work collaboratively
    Ability to work with quantitative and qualitative objectives
    Workload management: effectively managing tasks by prioritizing work based on risk/reward & urgency
    Strong interpersonal skills to effectively interact & communicate with internal (risk, legal, compliance)
    Outils informatiques
    MS Office
    Langues
    Fluent in English & French, any other language constitutes an advantage
  • Le Groupe Indosuez Wealth Management est la marque mondiale de gestion de fortune du groupe Crédit Agricole, 10ème banque au monde par la taille des actifs (the banker 2022). Suite à l'acquisition de Degroof Petercam, banque belge de premier plan, le Groupe Indosuez Wealth Management intègre le Top 10 des acteurs du secteur de la gestion de fortune en Europe avec plus de 200 milliards d'euros d'actifs sous gestion. Façonné par plus de 145 ans d'expérience, le Groupe Indosuez Wealth Management accompagne des grands clients privés, des familles, des entrepreneurs et des investisseurs professionnels du monde entier en leur proposant un continuum de services et d'offres intégrant Conseil & Financement, Solutions d'investissement, Fund servicing & Solutions technologiques et bancaires. Le Groupe Indosuez Wealth Management détient majoritairement la société Azqore, filiale qui apporte une solution technologique complète et intégrée ainsi que des services d'opérations bancaires aux acteurs de la gestion de fortune. Distingué pour sa dimension à la fois humaine et résolument internationale, le Groupe Indosuez Wealth Management rassemble 4 500 collaborateurs dans 16 différents territoires en Europe, Asie-Pacifique, Moyen-Orient et Amérique du nord. www.ca-indosuez.com

Indosuez Wealth Management

Indosuez Wealth Management

Head of Wealth Management International Desk H/F

Publiée le 14/03/2025

Type de contrat :
CDI
  • LUXEMBOURG - Luxembourg
  • Commercial / Relations Clients
  • 2025-97800

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