Talent.com
Cette offre d'emploi n'est pas disponible dans votre pays.
Head of Wealth Management International Desk H / F

Head of Wealth Management International Desk H / F

Indosuez Wealth ManagementLuxembourg, LU
Il y a plus de 30 jours
Description de poste

Description du poste

Purpose of the function :

Manage, develop, and steer the International desk in all its aspects

Define and own a coherent business plan (for desk & different markets) inline with risk appetite of the bank

Offer & promote the bank's full range of services & products to prospects and existing clients with important / significant assets to meet the needs of clients while drawing on all internal experts

Establish long-term relationship of trust with clients

Achieve predefined objectives and KPIs (RoA, NNM, AUM, Credits, Private Equity, ...)

Contribute actively and positively to the growth of the Banks franchise both locally and internationally

Responsibilities & Tasks :

Develop a business plan for the market(s) for which you are responsible

Achieve RoA / NNM / AUM objectives & optimize the profitability of the business

Promote the banks range of services & products to prospects and existing clients

Prospect for new clients by referencing the existing business / clients

Prospect independently for new contacts, by participating in internal events or via internal vectors

Systematic presentation to prospects of offers (PE, Credit / Financing / DPM / ADV / ESG Solutions / Insurance / )

Develop and retain an existing portfolio of customers (HNWI and UHNWI), protect, monitor and retain existing customers

Identify customer / client needs

Coach, lead, manage and supervise your team

Optimize administrative monitoring within the regulatory framework - carry out remediation campaigns for customers' administrative files (PKR, MiFID, MiFID Sustainable, ...)

Ensure that team members are up to date with mandatory trainings (Compliance, AML, ESG, cross border...)

Measure and monitor evolution of existing clientele managed by teams under responsibility

Monitor teams' schedules and travel

Monitor of major movements and verification of their justifications

Monitor account closures and provide support for Wealth managers in the analysis of relevant actions to try to retain customers

Manage, steer and coordinate credit files and credit / operational risk

Manage & follow up problematic credits, assure timely renewals & revisions of credit files

Regular & pertinent information to the Head of Head of Wealth Management Europe Central & Nord as well as DGA Commercial

Organization of back-ups so that customers are always taken care of in the absence of their usual correspondent

Créer une alerte emploi pour cette recherche

International International • Luxembourg, LU