Private Banker – Nordic Market
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Location:
Luxembourg 📲 Top 3 Key competencies :
• Private Banking / Wealth Management
• Business Development & Relationship Management
• Nordic Market Expertise About our client Sector : Financial Services / Private Banking / Wealth Management Values : Integrity | Client focus | Collaboration Employees : Luxembourg : Confidential | Worldwide : International Group Your missions As a Private Banker – Nordic Market, you will :
• Develop, manage and strengthen relationships with existing and prospective Danish or Swedish HNW/UHNW clients and intermediaries
• Identify client needs and coordinate tailored financial, investment, legal and tax-related solutions with internal specialists
• Develop the existing portfolio and identify new business opportunities within the Nordic market
• Ensure a high level of service and the efficient execution of client requests
• Represent the institution at client events, conferences and business development activities
• Monitor financial market developments and investment trends
• Collaborate closely with internal stakeholders to deliver tailored solutions
• Travel internationally to meet clients and develop the market This position is a great opportunity to :
• Take ownership of a Nordic client portfolio within an international Wealth Management environment
• Develop your business development skills and build long-term relationships with HNW/UHNW clients
• Work in a multicultural environment with strong exposure to international markets Your ideal profile
• 5+ years of experience in Private Banking / Wealth Management
• Proven experience working with Danish and/or Swedish HNW/UHNW clients
• Strong track record in business development and relationship management
• Excellent knowledge of Private Banking and Wealth Management products and services
• University degree in Finance, Economics, Business or a related field
• CFA, CAIA, CISI or another relevant financial certification is considered an advantage
• Excellent interpersonal, communication and negotiation skills
• Strong client and results-oriented mindset
• High level of integrity, discretion and professionalism
• Ability to work effectively in a multicultural environment
• Fluent in Danish or Swedish and English
• Willingness and ability to travel internationally A candidate experience with Source Up, it’s …
• Carry out a skills assessment (soft skills and technical skills) in order to better define your professional project
• Access to your test results to guide you to your best career choices
• Interview coaching session before the client meeting
• Consistent and fair recruitment process with respect, transparency and trust
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