![Dexter International](https://media.trabajo.org/img/noimg.jpg)
Vice President Investments and Private Banking
il y a 2 semaines
Your Responsibilities:
- Monitoring clients' asset allocation across investments and providing ideas for rebalancing across product spectrum based on the CIO view
- Responsible for the communication with relationship managers to serve clients across the dedicated client book, and check account behavior, flagging relevant updates and input for KYC
- Main point of contact for increasing the share of wallet from existing clients
- Understanding banking products and needs of the clients including deposits, wealth planning and lending, to identify opportunities
- Taking care of external and internal compliance regulations and managing reputational risks
- Executing regular investment and business reviews with assigned clients and relevant internal partners, highlighting, and filling any gaps where required
- Providing advice on investment portfolios and driving asset allocation activities as well as portfolio constructions
- Overseeing the suitability and appropriateness of all investments for the clients
Your Profile:
- MBA, CFA degree or other advanced degree a plus
- Several years of expertise in the investment management as well as comfortability in leading investment discussions
- Local qualifications or licenses are an advantage
- Fluency in English and Polish or Czech as second language
- Good experience in asset allocation and portfolio construction with understanding of private clients/HNWI peculiarities
- Strong knowledge of KYC and regulatory framework such as MiFID II, RDR, etc.
Your Dexter Team
Ihre Ansprechpartnerin:
SELEN KARDES
Financial Recruiter
-
Vice President
il y a 2 semaines
Luxembourg, Luxembourg BRUIN Financial Temps pleinPermanent Luxembourg,Ref: 37640Our client is one of the world's largest asset management houses headquartered in America. Due to continued company growth and success, they are recruiting a Vice President - Portfolio Management on a permanent basis to join their rapidly growing Luxembourg team.Working in an international environment with exposure to a variety...
-
Vice President
il y a 2 semaines
Luxembourg, Luxembourg Waystone Governance Ltd. Temps pleinSummary:Reporting to the Director - Fund Accounting / PERE, the Vice President - Fund Accounting / PERE will be an integral part of the team's success.ESSENTIAL DUTIES AND RESPONSIBILITIESThe Vice President will be responsible for the day to day administration of Private Equity Funds, delivery to clients, and assisting members of the team. Manage a team of...
-
Head of Vice-president Office
il y a 2 semaines
Luxembourg, Luxembourg European Investment Bank Temps pleinThis position is based at our Luxembourg headquarters and requires regular office presence. The EIB offers you the opportunity to live and work in a truly international and multi-cultural environment. We also offer relocation support.The EIB, the European Union's bank, is seeking to recruit for its Management Committee (MC) - Office of Vice-President Ioannis...
-
Assistant Vice President, New Client On-boarding
il y a 2 semaines
Luxembourg, Luxembourg State Street Corporation Temps pleinAssistant Vice President, New Client On-boarding -TA Operational ReadinessThe incumbent will be responsible for new client launches and conversions within Business Operations, delivering quality UAT testing for system enhancements, connectivity for new client launches and conversions, and for building an Operational Implementation Program utilized for new...
-
Assistant Vice-President – Valuations
il y a 2 semaines
Luxembourg, Luxembourg Eurolux Consulting Ltd Temps pleinOur client, a global investment company based in Luxembourg, seeks an Assistant Vice-President for the Valuations team. You will be part of the team responsible for the valuation of investments, review of the NAV of the funds and working closely with finance teams globally. This role give you the opportunity to take on the overall coordination of the...
-
Vice President Product Management
il y a 2 semaines
Luxembourg, Luxembourg Golding Capital Partners GmbH Temps pleinZur Unterstützung unseres engagierten Product Managements Teams suchen wir zum nächstmöglichen Zeitpunkt am Standort München oder Luxemburg eine/n **Vice President Product Management (m/w/d).****Vice President Product Management (m/w/d)**:**Über Golding Capital Partners**:- Golding Capital Partners ist einer der führenden unabhängigen Asset Manager...
-
Assistant Vice President, Legal
il y a 2 semaines
Luxembourg, Luxembourg Oaktree Capital Management, L.P. Temps pleinOur CompanyOaktree is a leader among global investment managers specializing in alternative investments, with $192 billion in assets under management as of March 31, 2024. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,200...
-
Vice President, Trustee
il y a 2 semaines
Luxembourg, Luxembourg The Bank of New York Mellon Corporation Temps pleinPosition SummaryThe Vice President (VP), Depositary Governance & Regulatory Supervision (DGRS) team will contribute to maintaining and strengthening the depositary bank monitoring program while performing quality reviews and controls, manage regulatory audit, compliance and CSSF inspections, supervise the depositary activity, review processes and procedures,...
-
Fund Accounting Assistant Vice President
il y a 2 semaines
Luxembourg, Luxembourg State Street Temps pleinWho we are looking forWe are looking for a professional with an experience of 10 years in the Fund Industry and a specialization in Fund Accounting or Financial Reporting related fields.Why this role is important to usThe team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential...
-
Vice President, Trustee
il y a 2 semaines
Luxembourg, Luxembourg The Bank of New York Mellon Corporation Temps plein_Bring your ideas. Make history. _BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work...
-
Senior Private Banking Assistant
il y a 2 semaines
Luxembourg, Luxembourg Anderson Wise Temps pleinJob type: PermanentEmp type: FulltimeIndustry: Private Banking & Wealth ManagementExpertise:Executive Management (C -level) Private Banking & Wealth ManagementLocation: Luxembourg, LuxembourgJob published:Job ID: 33237Senior Private Banking AssistantEmployer:International Private Banking group with EU HQ based in LuxembourgReporting to: Deputy Head of...
-
Private Markets Investments Analyst
il y a 2 semaines
Luxembourg, Luxembourg Source Up Temps pleinYou will be working in an international company located in 15 cities across the world providing tailor made wealth planning solutions for individuals and institutions.Recognized as one of the most professional firm in its sector, they have developed a high level of expertise in the field of customer and technical excellence.Our client fosters a culture of...
-
Head of Private Banking
il y a 2 semaines
Luxembourg, Luxembourg VP Bank AG Temps pleinDo you always go the extra mile? Are you a natural communicator, focused on clients and driven by results? Then let's work together to exceed the expectations of our clients and to continue to write the success story of VP Bank. We will give you the room you need to pursue your passion for innovation and to bring your ideas to life._Your Challenge: Lead and...
-
Private Assets Investment Specialist
il y a 2 semaines
Luxembourg, Luxembourg PICTET Temps pleinYour team: The Pictet Group is one of the world's leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented at 30 offices in financial centres worldwide, and currently employs over 5200 people. Pictet has been present since 1989 in Luxembourg, where it employs over 700 people.FundPartner...
-
Private Assets Investment Specialist
il y a 1 mois
Luxembourg, Luxembourg Bank Pictet & Cie (Europe) AG, succursale de Luxembourg Temps pleinPictet is an investment-led service company, offering wealth management, asset management and related services. We are a partnership of eight owner managers and our principles of succession and transmission of ownership have remained unchanged since founding in 1805. Our purpose is to build responsible partnerships with our clients, communities, and the...
-
Private Assets Investment Specialist
il y a 2 semaines
Luxembourg, Luxembourg Bank Pictet & Cie (Europe) AG, succursale de Luxembourg Temps pleinPictet is an investment-led service company, offering wealth management, asset management and related services. We are a partnership of eight owner managers and our principles of succession and transmission of ownership have remained unchanged since founding in 1805. Our purpose is to build responsible partnerships with our clients, communities, and the...
-
Private Assets Investment Specialist
il y a 4 semaines
Luxembourg, Luxembourg Bank Pictet & Cie (Europe) AG, succursale de Luxembourg Temps pleinPictet is an investment-led service company, offering wealth management, asset management and related services. We are a partnership of eight owner managers and our principles of succession and transmission of ownership have remained unchanged since founding in 1805. Our purpose is to build responsible partnerships with our clients, communities, and the...
-
Head of Private Banking
il y a 2 semaines
Luxembourg, Luxembourg Svenska Handelsbanken AB Temps plein_Application Deadline: June 14, 2024 _- _Luxembourg _- _On-site __Job Description _: This is an exciting opportunity to join our Private Banking team in the Luxembourg Branch. _ Handelsbanken Luxembourg Branch started its activities in 1978 and is part of Handelsbanken Global Banking (HOG). We support the Bank's customers in the focus markets with their...
-
Private Assets Investment Specialist
il y a 2 semaines
Luxembourg, Luxembourg Bank Pictet & Cie (Europe) AG, succursale de Luxembourg Temps pleinPictet is an investment-led service company, offering wealth management, asset management and related services. We are a partnership of eight owner managers and our principles of succession and transmission of ownership have remained unchanged since founding in 1805.Our purpose is to build responsible partnerships with our clients, communities, and the...
-
Danish Investment Counsellor
il y a 2 semaines
Luxembourg, Luxembourg Fisher Investments Europe Temps pleinOverview:Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service?The Opportunity:The...