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Relationship Manager
il y a 2 semaines
We are looking for a Relationship Manager with English, Spanish, and Portuguese to join our client, a prestigious independent bank headquartered in Europe and renowned for its bespoke wealth management solutions.
Our client has a heritage spanning several decades that combines an international network with a commitment to tailored client service and principled advisory.
**About the Role**
As the Relationship Manager in this pure “farmer” role, you’ll devote yourself to strengthening and expanding relationships within an existing private-banking portfolio. There are no acquisition targets - instead, your success is measured by client satisfaction, retention, and wallet share growth.
**Key Responsibilities**
- Manage and enrich relationships with an assigned set of high-net-worth clients, ensuring both client and bank objectives are met.
- Provide expert guidance on portfolio structuring, investment selection, and estate planning; keeping clients informed of market developments.
- Act as the day-to-day liaison, guaranteeing prompt, personalised service and proactive outreach.
- Maintain rigorous compliance with all regulatory standards and internal guidelines.
- Ensure client files, contracts and records remain accurate and up to date.
**Key Requirements**
- Bachelor’s degree (Bac+3 or higher) in Finance, Economics or a related field.
- Minimum of 5 years’ experience in a private banking or wealth-management relationship capacity.
- Proficient with MS Office and familiar with CRM workflows.
- **Fluent in English, Spanish and Portuguese (written and spoken).**
**Core Competencies**
- Excellent under-pressure performance and deadline management.
- Proactive, precise, with an eye for detail and a continuous-learning attitude.
- Strong analytical thinking and problem-solving skills.
- Highly organised, flexible, and a genuine team player.
**What’s On Offer**
- Competitive salary, plus a discretionary bonus.
- Meal vouchers, comprehensive health and life insurance, and supplemental retirement benefits.
- Holiday entitlement in line with the banking convention.
- Flexible hybrid/home-working policy.
**Salary**:
**Contract**: Permanent
**Location**: Luxembourg
Contact
**Tudor Hîncu**:
+352 661 567 979
