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Private Banker (farmer)

Private Banker (farmer)

Céline BartholoméRegion-of-Luxembourg, LU
Il y a 28 jours
Description de poste

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 :

  • A 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.
  • Join a Prestigious, Family-Owned Institution

    Our client offers :

  • 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
  • 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