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Head of Wealth Management International Desk H/F
- 07 juin
- District de Luxembourg
- CDI
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
Proven commercial experience of at least 10-15 years in the financial sector (wealth management, wealth advice, Family Office, private banking, wealth structuring, ...)
Master in Economics, Applied Economics, International Business Affairs or any other relevant field, CFA chart holder, CAIA chart holder, ?
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
Proven commercial experience of at least 10-15 years in the financial sector (wealth management, wealth advice, Family Office, private banking, wealth structuring, ...)
Master in Economics, Applied Economics, International Business Affairs or any other relevant field, CFA chart holder, CAIA chart holder, ?
