Senior Wealth Manager – Belgian Desk (H/F) H/F

Missions :

Within our Belgian Wealth Management Desk, we are looking for a talented & enthusiastic Senior Wealth Manager that is collaborative, confident and motivated to provide first class client experience service.

If you have an entrepreneurial mindset and are looking for a new challenge CA Indosuez Wealth Management Europe is the place for you. You will be responsible for managing  & developing your own portfolio of clients, while actively contributing to the collective achievements of the team.

You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As a Senior Wealth Manager in CA Indosuez you would embrace our entire value proposition of services and products to deliver complete wealth management solutions to HNWI/UHNWI clients.

Your mission:

-     Build and nurture long-lasting relationships build on trust & outstanding service with HNWI/UHNWI clients in the Belgian market.

-   Identify and understand each client’s unique needs, positioning the bank and showcasing our comprehensive value proposition of wealth management products and services. 

-   Ensure that proposed products and services maximize the client’s needs, goals and objectives.     

-   Leverage and proactively coordinate interactions between clients/prospects and our internal specialists (wealth planner, financial advisory, credit advisor, …), ensuring seamless collaboration and optimal outcomes. 

-    Maintain complete and compliant client files, adhering to local regulations and the highest standards of compliance while adhering to CAI’s risk management policies.

-     Expand your network through active prospecting and collaboration with business contributors

Localisation du poste

Zone géographique

Europe, Luxembourg

Ville

LUXEMBOURG

Critères candidat

Niveau d'études minimum

Bac + 5 / M2 et plus

Formation / Spécialisation

-       Master’s degree in Economics, Finance, or Law.

Niveau d'expérience minimum

11 ans et plus

Expérience

-   At least 10 years of professional experience as a Senior Wealth Manager, working with HNWI/UHNWI clients.

Compétences recherchées

-   Recognized for your solution-oriented mindset and entrepreneurial spirit within your dedicated market.

-   Strong client-centric vision, with a proven track record of exceeding client expectations.

-   Achievement oriented with a CAN DO mentality.

-   Passionate about delivering excellence in client service.

-    Experience or demonstrated understanding of investments, banking, and wealth planning concepts

-    Team player

-    Excellent communication skills both written and oral.

Outils informatiques

MS Office Tools

Langues

Fluent in French and English; Dutch is considered a strong asset.