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For over 150 years, our dedication to being the
Global Hausbank
for our clients has been driven by our people - in around 60 countries and across more than 150 nationalities. Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world - be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management division.
Together we can make a great impact for our clients home and abroad, securing their lasting success and financial security.
The Relationship Manager works with the Wealth Management Senior Lead to meet agreed sales and revenue targets. The Sales Specialist will generate detailed client / product knowledge, market knowledge and cultivate client relationships in order to generate sales opportunities. The Sales Specialist will work to develop deep understanding of the client need / product detail and Bank’s capabilities with the aim of meeting client satisfaction expectations. The Sales Specialist will be conversant relevant legal, regulatory and Bank policy requirements and operate accordingly. Together with the Lead Salesperson ensure liaison with existing clients. Researching and fostering new client opportunities. Building the necessary working relationships with origination, trading, research, client services, and operations staff - if applicable & to the degree that is commensurate with the business area - to ensure effective end to end client / product delivery.
Responsibilities- Responsibility for profitability of the customer portfolio- Responsible for comprehensive, personalized relationship management and training of internal and external customer value creation potential- Overall responsibility for customer satisfaction and customer loyalty- Supervision and coordination of administration and business management within the scope of valid processes and policies- Increase of volume and margin of the customer portfolio and asset management in the form of care- Professional and strategic management of WM target customers, taking into account an investor-friendly policy and investment advice- Asset allocation in terms of strategic and tactical asset allocation- Profit-oriented construction and development of a customer's portfolio by:
- Acquisition (new and existing customers)- Increasing the share of wallet- Exploiting cross-selling opportunities- Managing profit-oriented utilization of the managed client portfolios in the securities- Development and implementation of structured sales ideas in close collaboration with the Investment Manager- Establishment and development of a multiplier network
Skills- Bank training and / or academic training- Minimum 5-10 years of experience in dealing with (ultra) high net worth individuals- Sales strength and goal orientation- High ability to communicate, good interpersonal skills to develop working relationships- Good knowledge of the framework of the Luxembourg financial centre- Willingness to travel regionally- Readiness of mind, pro-active attitude, clear structured working methods- Ability to work under pressure and meet deadlines- Performance orientation and assertiveness- Very good command of French and English. Other languages will be an added value.
Wellbeing and Benefits- This is an excellent opportunity for personal and professional development within a collaborative team in an international environment and interacting with highly motivated colleagues across the globe.- Emotionally and mentally balanced: We support you in dealing with life crises, maintaining stability through illness, and maintaining good mental health.- Physically thriving: We support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thrive.- Socially connected: We strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self confidence and well being.- Financially secure: We support you to meet personal financial goals during your active career and for the future.
What we’ll offer you
A healthy, engaged, and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why we are committed to providing an environment with your development and wellbeing at its centre.
How we’ll support you- Training and development to help you excel in your career- Flexible working to assist you balance your personal priorities- A culture of continuous learning to aid progression- A range of flexible benefits that you can tailor to suit your needs- We value diversity and as an equal opportunities’ employer, we make reasonable adjustments for those with a disability such as the provision of assistive equipment if required (for example, screen readers, assistive hearing devices, adapted keyboards)
Unsere Werte bestimmen das Arbeitsumfeld, welches wir schaffen möchten - vielfältig, wertschätzend und offe
