Job title: Relationship Manager - Private Banker
Job type: Permanent
Emp type: Full-time
Industry: Private Banking & Wealth Management
Expertise: Private Banking & Wealth Management
Skills: Private Banking Wealth Management Relationship Building Relationship Management
Salary type: Annual
Location: Luxembourg
Job published: 2021-11-25
Job ID: 32659

Job Description

Relationship Manager - Client Advisor - Private Banker - for French-speaking UHNWIs and Families

 

Our client is a world-leading private bank, one of the leading Swiss Private Banks, with a plan to expand the current team in Luxembourg.

Looking exclusively for a French-speaking RM with existing experience and a strong track record focused solely on Private Banking & Wealth Management with French UHNWIs & Families

Professional with a sophisticated approach, sense of style and impeccable communication skills, and a minimum of 7 years of existing PB&WM experience.

 

S/he would inherit a large portfolio of existing clients and growing it further - therefore, we are recruiting a Hunter or fully experienced 360 degrees RM

 

Core responsibilities:

  • Retention of the current clients - cross-selling new products and services - increase ROA and Revenue for the Bank
  • Acquisition - develop new clients and acquire new relationships
  • Working with our Clients in partnership, take the time to listen to them, understand their life and financial goals.
  • Presenting a portfolio of investment solutions based on our Client’s needs, not by pushing our products or solutions.
  • Working with our Clients as a true financial advisor making sure that they achieve their financial goals.
  • Partnering with our clients to protect, grow and control their wealth and preserve it for future generations.
  • Working in synergy with all internal stakeholders, collaborate to provide a truly unique, personal client-centric approach

 

Your profile:

  • Minimum 7 years in the Private Banking industry with expertise as a Private Banker – Client Advisor, Relationship Manager Hunter/Business Development Manager
  • MBA, BBA, Finance, Legal, Tax or Economics, University Educational Background is preferable but not mandatory.
  • Private Banker professional background – no other professions would suffice.
  • In-depth knowledge of French-speaking private banking and wealth management key client’s market
  • An exceptional network of contacts with France or Belgium and the rest of the EU Ultra High Net Worth Individuals and Families
  • Significant self-acquired portfolio with a proven track record

 

Please contact michael.mandic@andersonwise.com to discuss this exclusive opportunity. Your application will be treated with the utmost discretion. Only senior professionals with a proven track record will be considered.

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