Do you have strong affinity with investments and you are experienced with advising UHNW individuals, business owners, senior corporate executives and family foundations? Do you like to act independently? Are you are result oriented and do you love to collaborate in multidisciplinary teams to achieve a higher common goal? Look no further and apply!
About the company
Our client is an international banking group focusing on private and commercial banking, offering a range of products and services tailored to the needs of customers. Thanks to the combination of expertise in the banking sector with discretion and confidentiality, the Private Bank meets its customers' expectations by developing financial strategies to achieve their targets in accordance with their investment profiles The Bank is looking to expand its Belgian (Flemish) client desk with a Senior Private Wealth Manager, who will develop business and attract new clients who will be managed from Luxembourg.
Tasks and responsibilities
- Increasing the client base by wallet-size their services
- Discussing the investment performance with the client
- Checking the agreed risk profile
- Recording the short-term liquidity needs and translating these needs into concrete investment advice
- Delivering high-quality services to clients by proposing them the most suitable financial solutions
- Working closely with the Estate Planner and the Portfolio Managers to realize the commercial goals
- Master Degree in Finance or Legal
- At least ten years of working experience in private banking
- Administrating the investment style and long term goals of the client, considering the family composition
- Gained knowledge and be able to support the client with applications for personal finance, etc
- Client focused with high personal ethical standard, developing new clients on referral basis
- Integer, extrovert and approachable personality
- Fluent in English and Flemish, French and German are a plus
- Result oriented, excellent team player, entrepreneurial spirit
Then please forward your resume to firstname.lastname@example.org or contact us at 00352 288 389 21.
Saro Recruitment is a recruitment agency focused on Accounting, Finance & Banking, Marketing & Sales and the Legal sectors. We believe that recruitment can be done more carefully, sincerely and with more passion. We see these aspects as essential to connect our candidates and clients. Our extensive network enables us to meet the needs of our clients and candidates. Pleasure and growth assured!
Saro Recruitment. We think People.