Relationship Manager Wealth Management

UBS Europe SE Luxembourg Branch; Forbach-Boulay-Moselle; Sur place; EUR 60 000 - 80 000; Plein temps

Résumé du poste

A global wealth management leader in Forbach-Boulay-Moselle is seeking a Relationship Manager. The role involves developing client partnerships, providing strategic investment advice, and ensuring compliance with regulations. The ideal candidate will have a strong track record in advising sophisticated clients, excellent networking skills, and fluency in French and English. Join a team dedicated to growing client wealth and managing family legacies effectively.

Qualifications

• Proven track record in advising & acquiring institutional clients.
• Great networking skills and desire to improve client experience.
• Ability to lead strategic dialogues with family office executives.
• In-depth knowledge of capital markets and financial instruments.
• Solid background in primary and secondary markets regulations.
• Negotiation skills with a flexible team player mentality.
• Business level fluency in French and English; other languages are a plus.
• Excellent communicator with great presentation skills.

Responsabilités

• Develop and maintain client partnerships focused on strategic advice.
• Grow topline through focus on GFIW clients and proper segmentation.
• Create and implement strategic prospect development plans.
• Develop a mutual understanding with clients for effective advisory.
• Work closely with team members to share client information and best practices.
• Manage clients in accordance with regulations, contributing to risk culture.
• Grow local market network by referrals and new prospect identification.
• Ensure clients are managed for sustainable financial performance.

Connaissances

Advising and acquiring institutional clients

Networking

Strategic dialogue leadership

Knowledge of asset classes

Regulatory frameworks understanding

Negotiation skills

Fluency in French and English

Presentation skills

Description du poste

Responsibilities: Are you a people person? Do you know how to give superior investment advice that grows client wealth? We're looking for a Relationship Manager to: develop and maintain trustworthy client partnerships with a main focus on strategic advice, grow topline through focus on GFIW clients, proper client segmentation, and OneBank delivery; create and implement a strategic, quantitative prospect development plan with measurable actions; monitor and re‑assess regularly; provide extensive knowledge of target market and identify new prospects by developing a strong network with opinion leaders and door openers; develop a mutual understanding with the client and establish trustworthy client partnerships with main focus on strategic advice, expanding share of wallet with existing clients and winning back former clients; work closely with other team members, regularly sharing information on clients and client activities and sharing best practices; arrange senior management coverage of client where appropriate; ensure clients are managed in accordance with all relevant regulation, policies and standards, contributing to an effective risk culture on the team; define advisory processes and agreements that best meet our clients' needs, in cooperation with the Investment Advisor provide high-quality investment options for clients, working closely with team members and specialists from other areas; grow local market network by referrals and by identifying new prospects; make sure clients are managed in a manner that contributes to an effective risk culture on the team sustainable financial performance along agreed market-specific KPIs such as revenue growth (OUR) and NNM from existing and new clients; implement a clear strategy for profitable growth.

Team

You'll be working in the Global Family & Institutional Wealth (GFIW) team in Luxembourg. We're focused on managing, preserving and growing our clients' wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to better serve our clients and promote personal development. As a Relationship Manager, you'll play an important role in helping us stay a global leader in wealth management.

Qualifications

• Proven track record in advising & acquiring sophisticated institutional‑type clients in a relationship management, sales, institutional or corporate finance solutions role.
• Great networking skills with the desire to build your client portfolio and relationships, with the aim to improve the client experience.
• Ability to lead a strategic dialogue with principals and family office executives, with a view on total family wealth.
• In‑depth knowledge of traditional and alternative asset classes, capital markets and sophisticated financial instruments including derivative structures.
• Solid background in primary markets, secondary markets and the regulatory frameworks.
• Commercial and origination‑driven mind‑set coupled with proven negotiation skills, driven and flexible team player, with strong interpersonal skills.
• Business level fluency in French and English, any other language is an additional asset.
• Excellent communicator, with great presentation skills.

About UBS

UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

Equal Opportunity Statement

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives…