Relationship Manager Wealth Management

UBS Europe SE Luxembourg Branch; Verdun; Sur place; EUR 65 000 - 100 000; Plein temps

Résumé du poste

A leading company in wealth management seeks a Relationship Manager to cultivate client partnerships and provide strategic investment advice. You'll work in a dynamic team environment, focusing on institutional clients and contributing to significant financial growth while ensuring high client satisfaction.

Qualifications

• Proven track record in advising sophisticated institutional clients.
• Fluent in French and English.

Responsabilités

• Develop and maintain trustworthy client partnerships.
• Achieve financial performance KPIs such as revenue growth.
• Implement strategies for profitable growth and ensure client satisfaction.

Connaissances

Networking

Negotiation

Communication

Description du poste

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EU work permit required:

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Job Reference:

06e774904c06

Job Views:

6

Posted:

22.06.2025

Expiry Date:

06.08.2025

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Job Description:

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:

• Develop and maintain trustworthy client partnerships with a 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 mutual understanding with clients and establish trustworthy partnerships, expanding share of wallet and winning back former clients
• Work closely with team members, sharing information and best practices
• Arrange senior management coverage of clients where appropriate
• Ensure clients are managed in accordance with all relevant regulations, policies, and standards
• Define advisory processes and agreements to meet client needs in cooperation with Investment Advisors
• Provide high-quality investment options, collaborating with team members and specialists
• Grow local market network via referrals and new prospects
• Manage clients in a manner contributing to an effective risk culture
• Achieve financial performance KPIs such as revenue growth and NNM
• Implement strategies for profitable growth, generating Net New Money, and building long-term relationships
• Ensure overall client satisfaction
• Maintain effective personal organization, structured planning, and time management

Your team: You will work in the Global Family & Institutional Wealth (GFIW) team in Luxembourg, focusing on managing and growing clients' wealth, with training and development opportunities.

Your expertise: Proven track record in advising & acquiring sophisticated institutional clients, strong networking skills, ability to lead strategic dialogues, knowledge of asset classes and markets, negotiation skills, team-oriented, fluent in French and English, and excellent communication skills.

About us: UBS is the world's largest global wealth manager, operating in over 50 countries with more than 70,000 employees, offering diverse financial services and a commitment to diversity and inclusion.