Vice President Investments and Private Banking
il y a 6 jours
On behalf of our client, a prestigious bank, we are looking for a “Vice President Investments and Private Banking (M/F/d)” for their department in Luxembourg.
**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.
We look forward hearing from you
Your Dexter Team
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