Luxembourg Wealth Management Expert

Description du poste - Au sein de notre département commercial Clientèle Internationale et BeNeLux, vous assistez nos Wealth Managers et Wealth Management Assistants dans le suivi journalier des opérations et support commercial de leur clientèle fortunée, notamment dans: - le suivi quotidien des comptes clients dans le respect strict des procédures...

**Description du poste**: By joining the business development team, you will take part in the deployment of all operational aspects of the Business Development strategy of the bank through its several entities within Europe. - Poste avec management - Non - Cadre / Non Cadre - Non cadre - Niveau d'étude minimum - Bac + 5 / M2 et plus - Formation /...

**Description du poste**: - Daily monitoring of customer accounts in strict compliance with internal procedures and applicable regulations. You participate in account openings, KYC and KYT reviews of existing accounts, as well as financing proposals and reviews ; - Placing and monitoring financial orders and transactions ; - Internal and customer...

**Type de métier**: Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients **Types de métier complémentaires**: Types de métiers Crédit Agricole S.A. - Gestion d'Actifs Types de métiers Crédit Agricole S.A. - Gestion des opérations **Intitulé du poste**: Wealth Management Assistant - Desk International & BeNeLux (VIE)...

**Type de métier**: Types de métiers Crédit Agricole S.A. - Gestion d'Actifs **Types de métier complémentaires**: Types de métiers Crédit Agricole S.A. - Risques / Contrôles permanents Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients **Intitulé du poste**: Internal Client Coordinator - Wealth Management - Internship 6...

Our client, a prominent company specializing in fund management, is seeking an experienced Wealth Manager to join their dynamic team. This highly commercial role offers a unique opportunity to represent a leading player in private equity and real estate investment funds within an international and fast-paced environment. Your responsabilities : As a Wealth...

**Intern in Wealth Management desk (GFIW Luxembourg team)**: 306647BR **Your role** Do you want to be part of a high-performing team? Do you have a proactive approach and want to be part of our growth story? We are looking for an intern in the Global Family and Institutional Wealth (GFIW) team in Luxembourg for the following activities and tasks: -...

**Relationship Manager Wealth Management (F/M)**: **Your role** Are you a people person? Do you know how to give superior investment advice that grows client wealth? We’re looking for a Relationship Manager to: - develop and maintain trustworthy client partnerships with the main focus on strategic advice - grow topline through focus on GFIW clients,...

**Description du poste**: Indosuez Wealth Management (IWM) group, Crédit Agricole Group's international Wealth Management network, is one of the world's leading companies. IWM offers a wide range of UCITS and AIF investment products in various jurisdictions, including France, Switzerland, Monaco, Luxembourg. IWM offers, through its Management Company CA...

**Pourquoi postuler ?** Travailler au sein d'un groupe reconnu comme l'un des leader mondial de la gestion de fortune Apporter expertise, vision globale et service d'exception pour une clientèle fortunée Participer au développement du marché luxembourgeois et français **Concernant notre offre** Contrat à durée indéterminée Localisation :...

**Description du poste**: Le Groupe Indosuez Wealth Management, réseau international de Gestion de Fortune du Groupe Crédit Agricole, est l’un des leaders mondiaux dans son domaine. Il offre une large gamme de produits d’investissement UCITS et AIF dans ses quatre principaux centres de Gestion de Fortune (Luxembourg, Suisse, France et Monaco). Il...

Banque Internationale à Luxembourg, the oldest multi-business bank in the Grand Duchy, is seeking an experienced Wealth Planning Specialist to join its team.About the RoleThis challenging position involves guiding bankers and clients on personal taxation, relocation, residential real estate investment, succession planning, and wealth structuring. The ideal...

**Description du poste**: Au sein de la Direction Structuring & Financing, vos missions au sein de l’Equipe Assurance consistent dans la participation au développement de la gamme de produits d’assurances épargne destinée à notre clientèle privée. En tant que spécialiste assurance, vous apportez votre support aux Wealth Managers et participez à...

**Type de métier**: Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients **Intitulé du poste**: Client Service Officer - Wealth Management International Desk (VIE) H/F **Type de contrat**: VIE **Date prévue de prise de fonction**: 01/02/2025 **Poste avec management**: Non **Cadre / Non Cadre**: Non cadre **Missions**: - Daily...

Banque Internationale à Luxembourg is a leader in wealth management, and we are seeking a talented individual to join our team as a Wealth Planner. In this role, you will be responsible for guiding clients on personal taxation, relocation, and wealth structuring.Key Responsibilities:Analyze and interpret tax laws and regulations to provide clients with...

Description du poste - By joining the business development team, you will take part in the deployment of all operational aspects of the Business Development strategy of the bank through its several entities within Europe.- - Poste avec management Non - Cadre / Non Cadre Non cadre - Niveau d'étude minimum Bac + 5 / M2 et plus - Formation / Spécialisation -...

Luxembourg - Business management, administration and support - Global Wealth Management **Job Reference #** - 306647BR **City** - Luxembourg **Your role** - Do you want to be part of a high-performing team? Do you have a proactive approach and want to be part of our growth story? We are looking for an intern in the Global Family and Institutional Wealth...

**Description du poste**: **_Au sein du centre d’expertise locale en matière de gestion discrétionnaire, vous assistez les gérants Senior dans la gestion quotidienne de leurs mandats. Vous contribuez à diverses tâches en lien avec cette activité. _** Cette fonction comporte: - Le support aux gérants Senior dans le cadre de la construction et du...

**Description du poste**: Au sein de notre département Clientèle Tiers-Gérants & Assurances, vous assurez la relation clientèle et le suivi au quotidien du portefeuille de clients tiers-gérés qui vous est confié. Vous faites grandir votre portefeuille en veillant au respect des règlementations en vigueur et en vous assurant que les dossiers et les...

Luxembourg - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 275192BR **City** - Luxembourg **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to give superior investment advice that grows client wealth? - We’re looking for a Relationship Manager to: - develop and maintain...