Relationship Manager
il y a 2 semaines
Human Innovation Partners is currently seeking a Relationship Manager for a prestigious client in Luxembourg. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with clients, providing exceptional customer service, and offering tailored financial solutions to meet their individual needs.
**Responsibilities**:
- Develop and manage relationships with clients, understanding their financial goals and objectives
- Accomplish production objectives by meeting productivity targets on a weekly, monthly, quarterly, and annual basis while demonstrating respect for team and individual agendas as established by the Team Manager.
- Provide personalized financial advice and recommendations based on client needs and risk tolerance
- Conduct regular portfolio reviews and offer investment insights
- Ensure that Key Performance Indicator targets are achieved.
- Collaborate with internal teams to ensure seamless client onboarding and service delivery
- Supervise and provide guidance to junior staff members as part of a mentoring role.
- Stay up-to-date with industry trends and regulatory changes to provide informed advice to clients
- Proactively identify cross-sell and upsell opportunities to maximize client retention and revenue
- Ensure compliance with all regulatory requirements and internal policies
- Act as a trusted advisor and advocate for clients
- Ensure the smooth incorporation of new clients while adhering to established procedures.
- Prepare all necessary service agreements between clients and the corporation.
- Oversee interactions with external entities including advisors, banks, notaries, authorities, and public administrations.
- Manage all legal and regulatory matters for companies, including organizing board meetings and ordinary and extraordinary general meetings, as well as ensuring the completion of all necessary filings with the trade registrar.
- Manage the transfer of client files to the accounting team and oversee the preparation of annual accounts while maintaining effective communication with technical expertise teams.
- Review, verify, and ensure the accuracy of client files related to annual accounts, direct and indirect tax returns, as well as legal aspects and compliance/KYC.
**Requirements**:
- Bachelor's degree in business administration or a related field such as management, economics, accounting, corporate or commercial law.
- Fluency in both English and French is required, and proficiency in any additional language will be considered advantageous.
- Minimum of 3 years' experience in client relationship management in the financial industry
- Strong knowledge of financial products and services
- Proficient understanding of accounting, tax, and legal principles that are relevant in Luxembourg. In-depth knowledge of AML and CFT regulations.
- Excellent communication and interpersonal skills
- Proven track record of meeting or exceeding sales targets
- Proven experience of at least three years in a similar position within the financial services, accounting, tax, or trust environment is required.
- Ability to build and maintain strong client relationships
- Strong problem-solving and decision-making skills
- Proficiency in Microsoft Office Suite
- Professional certification (CFP, CFA, etc.) is a plus
-
Senior Relationship Manager
il y a 1 jour
Luxembourg Brown Brothers Harriman Temps pleinAt BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to...
-
Relationship Manager
il y a 6 jours
Luxembourg, Luxembourg BIL Temps plein 90.000 € - 120.000 € par anFounded in 1856, Banque Internationale à Luxembourg is the oldest multi-business bank in the Grand Duchy. From its foundation, the BIL has always played an active role in the development of the Luxembourg economy. It currently operates in retail, private and corporate banking, as well as on major capital markets. Employing more than 2 000 people, BIL is...
-
Associate Relationship Manager
il y a 1 semaine
Luxembourg, Luxembourg Banque Internationale à Luxembourg (BIL) Temps plein 40.000 € - 80.000 € par anFounded in 1856, Banque Internationale à Luxembourg is the oldest multi-business bank in the Grand Duchy. From its foundation, the BIL has always played an active role in the development of the Luxembourg economy. It currently operates in retail, private and corporate banking, as well as on major capital markets. Employing more than 2 000 people, BIL is...
-
Client Relationship Manager
il y a 5 jours
Luxembourg UBS Temps pleinLuxembourg - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 269268BR **City** - Luxembourg **Job Type** - Full Time **Your role** - Are you a relationship manager who delivers an exceptional client experience. - We're looking for Client Relationship Manager to: - build, establish and grow client relationships -...
-
Associate Relationship Manager
il y a 6 jours
Luxembourg, Luxembourg BIL Temps plein 60.000 € - 80.000 € par anFounded in 1856, Banque Internationale à Luxembourg is the oldest multi-business bank in the Grand Duchy. From its foundation, the BIL has always played an active role in the development of the Luxembourg economy. It currently operates in retail, private and corporate banking, as well as on major capital markets. Employing more than 2 000 people, BIL is...
-
Sr Relationship Manager
il y a 1 jour
Luxembourg Northern Trust Corp. Temps pleinAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...
-
Client Relationship Manager
il y a 1 jour
Luxembourg UBS Luxembourg Temps plein**Client Relationship Manager**: Job Reference #294617BR **Your role** Are you a people person? Are you at your best when serving clients and building long-term relationships? Do you have a “can do” attitude and want to be part of our growth story and create impact? We are looking for an Asset Servicing Client Relationship Manager to: - establish...
-
Client Relationship Manager
il y a 2 semaines
Luxembourg UBS Temps pleinLuxembourg - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 294617BR **City** - Luxembourg **Job Type** - Full Time **Your role** - Are you a people person? Are you at your best when serving clients and building long-term relationships? - Do you have a “can do” attitude and want to be part of our growth...
-
Relationship Manager
il y a 1 semaine
Luxembourg SIX Temps pleinWe drive the transformation of the financial markets. That’s why we invest in bright minds, in their ideas, knowledge and development. We do that by combining our best sides. ***Relationship Manager (100%)****: Luxembourg | working from home up to 60% | Reference 5193 The Sales and Relationship Manager’s objective is to provide premium trade reporting...
-
Senior Relationship Manager
il y a 2 semaines
Luxembourg Brown Brothers Harriman Temps pleinSenior Relationship Manager (Luxembourg) At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens...
