Senior Private Banker Europe

Mirabaud & Cie SA

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profile Job Location:

Luxembourg - Luxembourg

profile Monthly Salary: Not Disclosed
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

  • Proactively create a portfolio of self-acquired Clients with focus on European Markets;
  • Monitor your pipeline according to the objectives (individual & team);
  • Create and build a trust-based relationship with the clients through regular and personalized contacts;
  • Proactively promote the Banks wealth management services and tailor-made investment solutions to clients;
  • Develop and lead a network of professional and personal contacts in particular with family offices and other B2B institutional partners;
  • Respond to all client needs in a timely and professional manner. Ascertain and assess the clients financial situation and overall objectives with the support of the Local Head of Wealth Management;
  • Provide general wealth management services to the clients namely by formulating integrated solutions (in close relationship with the specialist department such as legal tax financial etc.) based on the clients objectives. Manage client assets in accordance with the investment guidelines and in coordination with the Investment department.

Qualifications :

  • University degree in Finance Wealth management or Wealth planning;
  • Strong network within your market(s);
  • Deep knowledge of private banking services;
  • Very good interpersonal skills expert in creating relationship with prospects with a proven track record; persistent and persuasive;
  • Passionate about client service ability to match client needs with appropriate tailor-made solutions;
  • Familiar with the legal & regulatory environment;
  • Language skills in line with your market(s);

Additional Information :

Step into the action!

  • Dynamic environment;
  • Direct impact on the business no matter your position or seniority;
  • Work in an environment that encourages autonomy and entrepreneurship;
  • Inclusion and equal treatment;
  • Various employee benefits
  • Impatriate Tax Regime (when applicable).

Remote Work :

No


Employment Type :

Full-time

Proactively create a portfolio of self-acquired Clients with focus on European Markets;Monitor your pipeline according to the objectives (individual & team);Create and build a trust-based relationship with the clients through regular and personalized contacts;Proactively promote the Banks wealth man...
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Key Skills

  • Sales Experience
  • Presentation Skills
  • Financial Services
  • Customer Service
  • Financial Acumen
  • Fraud
  • Math
  • Military Experience
  • Banking
  • Upselling
  • Cash Handling
  • RMF

About Company

Joining Mirabaud, means entering an entrepreneurial and innovative environment. With the 7th generation of the Mirabaud family working within the bank, the culture is that of a family business. With over 750 employees based in 10 countries worldwide, Mirabaud offers opportunities to d ... View more

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