Wealth Manager / Financial Advisor.- French and English speaker
Published on 02/07/2024
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Michael Page Luxembourg
Join a dedicated team to enhance and manage client portfolios while driving new client acquisition. Collaborate with experts to provide comprehensive wealth planning services.
Client Details
Our client is a leading financial institution renowned for its expertise in personalized wealth management. They offer a wide range of services aimed at optimizing and safeguarding client wealth, including estate planning, asset management, and financial planning. With a client-centric approach, they build long-term relationships founded on trust and tailored financial advice.
Description
- Actively promote the bank's commercial strategy and wealth management services.
- Guide clients in structuring and optimizing their overall wealth, potentially in collaboration with the specialized legal team on estate planning.
- Maintain and deepen relationships with existing clients.
- Actively prospect potential clients and develop long-term client relationships for the bank.
Profile
- Strong background in financial services and wealth management.
- Excellent client relationship management skills.
- Proactive and strategic thinker with a client-focused approach.
- Ability to work collaboratively with a specialized team.
- Strong communication and interpersonal skills both in English AND French
Job Offer
- Competitive salary and comprehensive benefits package.
- Opportunities for professional growth and development.
- Supportive and dynamic work environment.
- Access to specialized training and resources.