Senior Private Banker
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Key Responsibilities
• Business Development & Market Presence: Drive local market acquisition and actively expand the firm’s regional network and presence in Luxembourg and adjacent border regions.
• Client Acquisition: Build strong, trust-based relationships with high-net-worth individuals (HNWIs) and prospective clients using daily German and French business communication.
• Tailored Advisory: Deliver personalized investment strategies using a structured, goal-oriented wealth advisory methodology.
• Portfolio Management: Implement agreed-upon investment strategies, manage client portfolios on an ongoing basis, and ensure alignment with client objectives.
• Client Relationship Management: Independently manage and nurture a dedicated portfolio of 35 to 45 key client relationships, ensuring high administrative and operational standards. Candidate Profile & Qualifications
• Language Proficiency (Mandatory): German: Professional working proficiency (Required — Daily use) French: Professional working proficiency (Required — Frequent use) English: Professional working proficiency (Occasional use)
• Proven Track Record: Solid background in private banking, wealth management, or independent financial advisory.
• Established Network: A strong, portable business or client network in Luxembourg and the surrounding border region.
• Independent Mindset: Strong motivation to transition out of traditional banking frameworks into an agile, highly personalized advisory model.
• Relationship Builder: Outstanding interpersonal skills with a proven ability to earn trust and build long-term client loyalty across language barriers.
• Growth Orientation: Highly driven, proactive, and eager to contribute actively to an ambitious strategic expansion. Key Highlights of the Role
• Freedom to deliver truly objective, personalized advice without aggressive product-push pressures.
• Clear long-term business strategy backed by a stable and highly respected platform.
• High degree of autonomy combined with professional operational support.
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