Private Bankers:Belgian – Luxembourgish desk (m/f)

Annie Burton
+352 26 19 28 1013

The Private Banking department of a prestigious financial institution in Luxembourg takes part in building of the financial proprietary of wealthy private clients all along their life’s steps. To achieve this, they adopt a global approach including asset planning and financial expertise.

The Responsibilities

•Provide, in “tandem” with a Portfolio Manager, a personal and high-level banking service to your client portfolio;
•Focus on the acquisition of new clients and develop and maintain the existing contacts;
•Meet the prospects and the clients in order to live up to their expectations regarding the planning of their capital assets;
•Treat the client’s demands by documenting their questions from different point of view (fiscal, financial and investment) in order to maximize the client-oriented service whilst meeting all the bank’s requirements, financial income, diligence and compliance;
•Assure an efficient communication with all possible interveners of the client and ascertain that a good client follow-up is obtained;
•Keep continuously updated on all topics related to private banking (financial, fiscal capital assets, market behavior…) in order to deliver a high level service;
•Meet and create a professional network within different professional environments.

Your profile

Knowledge and experience

•University study in Finance/Economics (Equivalent experience);
•Large and significant experience as Relationship Manager with Private Clients;
•Potential candidates should have a substantial network within the Belgian or Luxembourgish Wealth Market
•Strong commercial skills, along with the ability to hunt and develop new business, is essential

Competencies

•Commercial Drive; Excellent presentation skills;
•Great interest in finding new ways of problem solving for your clients;
•Entrepreneurial behavior;
•Great sense of autonomy and good analyzing, judgment and synthetic skills;
•Open-minded and team player.

Languages

•Dutch or Luxembourgish mother tongue.
•Fluency in English and French

For further information on this role or other opportunities, please contact Annie Burton as soon as possible - CONFIDENTIALITY ASSURED.
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