Seasoned Relationship Manager, Wealth Management - Paris and Lux

A successful wealth management organisation with offices in Paris, the UK, and Luxembourg, supports its clients through every stage of wealth management with teams comprised of professionals who have acquired genuine expertise over the years, in asset management, financing, and corporate advisory.

• Report to the Head of Wealth Management.
• Manage and develop a portfolio of individual and/or professional clients to increase assets under management and revenues.
• Identify, approach, and develop a network of key influencers and strategic partners to support growth.
• Participate actively in promoting the client’s brand image and positioning as a leading wealth management firm.
• Propose personalised solutions tailored to clients’ specific needs, highlighting service offerings.
• Facilitate synergy between departments and participate in the successful execution of client files, ensuring strict adherence to regulatory compliance while maintaining profitability guidelines.

• Relevant financial services degree.
• Proven experience in private banking or wealth management, 2 to 5 years of experience.
• Strong communication, networking, and client relationship skills.