Wealth Manager - International Desk H/F
CA Indosuez
- Luxembourg
- CDI
- Temps-plein
Types de métiers Crédit Agricole S.A. - Financement et InvestissementIntitulé du posteWealth Manager - International Desk H/FType de contratCDIDate prévue de prise de fonction03/06/2024Poste avec managementNonCadre / Non CadreCadreMissionsWithin our International Client Desk, you will be in charge of your own client portfolio development and will be expected to contribute in the overall team results.Your mission :Your main mission is to maintain and develop relationships with HNWI/UHNWI clients on the European market.Your mission:
- Your role is to identify the clients' specific needs by positioning the bank and highlighting our range of products and services, especially the discretionary mandate, investment advisory and management as well as wealth planning.
- You will continuously develop and promote your business contributors in order to
- Your clients will appreciate your accurate and in depth understanding of their wealth's, investments and project's needs.
- You coordinate proactively the interactions between your clients/prospects and our markets/investments specialists. Those colleagues will contribute to the success of your mission.
- You will be alert to maintain your clients' files complete and in accordance with the local regulations and the compliance environment.
- Develop actively your network through prospection and business contributors