Senior Private Banker UHNWI – Luxembourg recruitment
I am exclusively working with our client bank headquartered in Luxembourg. The bank has developed its network in Europe with offices in four other countries.
Globally its reach includes a presence in Europe, Middle East, Asia and Latin America.
Its Core Businesses are:
• Wealth Management / Private Banking
• Family Office Services (Real Estate, Private Equity, Conciergerie)
• Wealth Planning / Structuring
Responsibilities for Senior Private Banker – Luxembourg:
• Delivering superior client focus, involving an open architecture platform
• Participating in the marketing strategies and business development of new strategies and keeping up to date with the financial products
• Cross-selling of other department's services to new, and where relevant existing, clients of the Bank
• Responsibility for acquisition, retention and expansion of new and existing clients
• A trusted advisor with the flair of client assessment
• Responsibility for fulfillment of financial objectives and targets by acquisition, sales and all relationship activities
• Developing managing a portfolio of clients from one or a mixture of the following markets: UK, LATAM, MENA, West Africa, CIS, CEE, Turkey, Israel, Benelux, Germany, Scandinavia
• The individual will provide advice and be responsible for preparation of customers investment proposals
Requirements for the Senior Private Banker:
• The ideal candidate will have strong client relationship and negotiation skills
• Strong personal credibility and ability to establish relationships with ease
• Confidence when dealing with sophisticated clients and complex investment portfolios
• Conscientious individual with a high level of attention to detail and care
• Entrepreneurial flare and a high level of commitment to the role
• Able to execute complex investment strategies on behalf of clients
• Ideally of graduate or MBA caliber, private client qualifications like CFA a plus
• Excellent communication skills, both written and oral which enhances collaboration within a team and to build and maintain professional business relationships
In return for the Private Bankers efforts the bank will reward the individual with a highly competitive basic salary generous bonus to match.