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Wealth Manager Senior

il y a 4 semaines


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Nous recherchons pour notre partenaire un (e) Weath Manager Sénior H/F en CDI à temps plein poste à pourvoir immédiatement

Le contexte:

- Initier et développer les relations nécessaires à l'acquisition d'une nouvelle clientèle privée française haut de gamme.
- Accompagner des clients existants en coordonnant pro-activement les interactions nécessaires avec les spécialistes produits internes qui apportent leurs compétences spécifiques dans la réussite de cet accompagnement.
- En tant qu'architecte du patrimoine, offrir à nos clients une gamme complète de services d'exception et un conseil d'expert afin d'optimiser la structure de leur patrimoine et leurs choix d'investissement.
- Au-delà des prestations de Wealth Management, contribuer par votre sens du service à la réalisation des aspirations personnelles et des objectifs de nos clients.
- Positionner notre banque auprès des différentes entités de notre Groupe en France ainsi qu'en dehors de ce réseau existant.

**Votre profil**:

- En raison de votre expérience probante idéalement acquise dans le domaine de la Banque Privée ou de celui de la Banque d'Affaires, vous connaissez parfaitement les acteurs et attentes spécifiques de nos clients.
- Vos excellentes connaissances générales des marchés et produits financiers ainsi que des réglementations juridiques et fiscales en vigueur en France et à Luxembourg vous permettent de comprendre rapidement la situation patrimoniale de nos clients et d'initier les différentes solutions qui répondront à leurs besoins.
- Grâce à votre très bonne écoute, votre capacité d'analyse et votre proactivité, vous comprenez rapidement toute l'ampleur des besoins de vos clients. Votre très bon relationnel et esprit d'équipe vous permettent de fédérer les nombreux acteurs internes et externes qui contribueront à la réussite de vois missions.
- Flexibilité, adaptabilité et polyvalence sont des atouts indispensables pour la réussite de vos missions qui nécessitent des déplacements principalement en France.
- Vous parlez couramment français et anglais.

Type d'emploi : Temps plein

Salaire : €105 000,00 à €112 000,00 par mois