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Private Banker (farmer)
Céline BartholoméRegion-of-Luxembourg, LUIl y a 28 jours
Description de posteA university degree n Finance or a related field. At least 5 years of experience in a similar client-facing role within the private banking sector. Fluent in English, Spanish and Portuguese. Demonstrates excellent organizational and analytical skills, with the ability to manage multiple priorities under pressure. Proactive, adaptable, and eager to learn, with a dynamic and responsible mindset. Strong interpersonal skills, with a collaborative spirit and a client-centric approach. An attractive salary package based on your experience Comprehensive health and life insurance A complementary pension plan 34,5 holiday leave according to banking convention Opportunity for home-working
As Private Banker (farmer), your responsibilities are :
- Cultivate and manage long-term relationships with clients, aligning their financial goals with the bank's strategic interests.
- Deliver personalized financial advice on investment strategies, estate planning, and wealth management, keeping clients informed of market developments and opportunities.
- Act as the primary point of contact , ensuring clients feel supported, valued, and understood at all times.
- Ensure all client interactions and transactions comply with regulatory standards and internal policies, upholding the highest levels of integrity and confidentiality.
- Maintain accurate and up-to-date client documentation , contracts, and records in accordance with bank requirements.
The ideal profile for the Private Banker that we are looking for :
Join a Prestigious, Family-Owned Institution
Our client offers :
If this sounds like a role you would thrive in, we encourage you to apply. It's an opportunity to be part of a professional and customer-focused team in a well-respected organization in the financial services industry.
Our Client is the Luxembourg-based subsidiary of a private, family-owned bank established almost 100 years ago.
The bank specializes in private banking , asset management , and financial advisory services , catering primarily to high-net-worth individuals .
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Private • Region-of-Luxembourg, LU