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Client Advisor. Luxemburgo
Oferta de empleo de director de banca personalizada/directora de banca personalizada en Luxemburgo
Clasificación del trabajo: Profesionales científicos e intelectuales › Especialistas en organización de la administración pública y de empresas › Especialistas en finanzas › Asesores financieros y en inversiones › planificador financiero/planificadora financiera › director de banca personalizada/directora de banca personalizada.
Traducción de la profesión: Akademische Berufe › Betriebswirte und vergleichbare akademische Berufe › Akademische und vergleichbare Fachkräfte im Bereich Finanzen › Finanz- und Anlageberater.
Descripción de la oferta de trabajo:
Your role
Are you a dynamic person who loves to talk to clients and prospects? Do you have a strong track record in client advisory and sales? Can you close a deal?
We're looking for a client advisor for our WM Nordics team (DK/SWE/FI/NO) to:
• Build, establish and grow client relationships
• Provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
• Have a plan to develop the client book with measurable outcomes
• Keep accurate and up-to-date records on client investor profiles
• Take a strategic view of clients' investments and closely monitor their portfolio quality
• Comply with all regulations, policies and standards to be in line with our risk management culture
Your team
You'll be working in the WM Nordics Team Luxembourg, covering Ultra High Net Worth (UHNW) & High Net Worth (HNW) clients from Denmark, Sweden, Finland and Norway domiciled in Scandinavia and across Europe. We're focused on managing, preserving and growing our clients' wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to better serve our clients and promote personal development. As a client advisor, you'll play an important role in helping us stay a global leader in wealth management.
Your expertise
• Proven experience in relationship management, asset gathering and investments, ideally 3-5 years working in a client-facing role covering Nordic clients
• Firm grasp of Nordic financial markets and regulatory frameworks
• Ability to build strong client networks, with an entrepreneurial mind-set
• Resilient team player and truly service oriented
• Aptitude for digitization and technology
• Excellent communication skills in one or several Nordic languages and English is a “must-have”
País del trabajo: Luxemburgo.
Número de puestos: 1.
Experiencia: 3 años.
Empleador: UBS Europe SE, Luxembourg Branch.
Instrucciones para solicitar:
Oferta de trabajo obtenida del portal Eures, con fecha 01 de Noviembre de 2024, y con identificador de la vacante:PES_LU_738370.
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