Relationship Manager Wealth Management

UBS Europe SE Luxembourg Branch; Saint-Avold; Sur place; EUR 50 000 - 100 000; Plein temps

Résumé du poste

Une entreprise de gestion de patrimoine de premier plan recherche un Responsable de Relations passionné par l'investissement et le service client. Dans ce rôle, vous développerez des partenariats solides avec des clients institutionnels, en fournissant des conseils stratégiques pour améliorer leur expérience. Vous serez responsable de la croissance du portefeuille client tout en respectant les normes réglementaires. En rejoignant cette équipe dynamique, vous bénéficierez d'une formation continue et d'opportunités de développement personnel, contribuant ainsi à maintenir la position de leader mondial de l'entreprise dans le secteur de la gestion de patrimoine.

Qualifications

• Expérience avérée dans la gestion de relations avec des clients institutionnels.
• Capacité à diriger un dialogue stratégique avec des exécutifs de bureaux familiaux.

Responsabilités

• Développer des partenariats de confiance avec les clients et fournir des conseils stratégiques.
• Assurer la satisfaction des clients et gérer les risques conformément aux normes.

Connaissances

Conseil en investissement

Compétences en réseautage

Dialogue stratégique

Connaissance des classes d'actifs

Compétences en négociation

Compétences interpersonnelles

Communication

Bilingue Français-Anglais

Formation

Diplôme en finance ou domaine connexe

Description du poste

Your role

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:

1. Develop and maintain trustworthy client partnerships with the main focus on strategic advice.
2. Grow topline through focus on GFIW clients, proper client segmentation, and OneBank delivery.
3. Create and implement a strategic, quantitative prospect development plan with measurable actions; monitor and re-assess regularly.
4. Provide extensive knowledge of target market and identify new prospects by developing a strong network with opinion leaders and door openers.
5. 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.
6. Work closely with other team members, regularly sharing information on clients and client activities and sharing best practices.
7. Arrange senior management coverage of client where appropriate.
8. Ensure clients are managed in accordance with all relevant regulation, policies and standards, contributing to an effective risk culture on the team.
9. Define advisory processes and agreements that best meet our clients' needs, in cooperation with the Investment Advisor.
10. Provide high-quality investment options for clients, working closely with team members and specialists from other areas.
11. Grow local market network by referrals and by identifying new prospects.
12. Make sure clients are managed in a manner that contributes to an effective risk culture on the team.
13. Sustainable financial performance along agreed market-specific KPIs such as revenue growth (OUR) and NNM from existing and new clients.
14. Implement a clear strategy for profitable growth of the client base, generating Net New Money and building up long-term client relationships.
15. Overall client satisfaction highly effective personal organization, structured planning and efficient time management.

Your 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.

Your expertise

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

About us:

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. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

How we hire?

This role requires an assessment on application. Learn more about how we hire:

Disclaimer / Policy Statements

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