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Demanda en Luxemburgo de director de banca personalizada/directora de banca personalizada
Senior Relationship Manager (m/f)
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:
In this position, you will be part of the Relationship Management Department.
Key responsibilities:
Client relations
Develop and maintain long-term relationships with high-value clients, understanding their needs
Act as the main point of contact for clients, addressing their needs and resolving any issues that arise.
Analyze client financial needs and objectives to recommend tailored financial solutions, products, and services
Collaborate with internal teams to create and implement strategies that enhance client engagement and service delivery.
Run regular service review meetings and/or conference calls with the client and internal departments.
Advise clients on sustainability and ESG best practices, helping them to integrate these principles into their operations and strategies
Attend board meetings, take detailed minutes, and ensure accurate documentation of discussions and decisions.
Operations coordinator
Establish clear and consistent communication channels between client relations and operations teams
Act as a central point of contact between different departments, facilitating communication and collaboration to achieve organizational goals
Oversee the planning, execution, and completion of new projects (e.g. launch of new funds, liquidation, migration, etc.)
Communicate project and service updates to stakeholders, including senior management, clients, and team members
Develop and implement effective cross-selling strategies to introduce new services to clients
Conduct regular consultations with clients to assess their current use of services and identify potential gaps that new services can fill
Assist in the preparation and coordination of board meetings
Qualifications:
Minimum 5 years of experience in the fund industry. Prior experience with another Manco is an advantage
Good knowledge of Luxembourg Investment Funds.
Strong understanding of sustainability and ESG principles, regulations, and best practices
Excellent communication and interpersonal skills.
Problem-solving skills and a proactive approach to challenges.
Strong attention to detail and accuracy
Ability to work collaboratively with cross-functional teams
Experience with CRM software
Fluent in English and in French.
If you want to develop your career in a dynamic and international environment, please send us your CV and cover letter per email (reference: “Relationship Manager”).
Each application will be treated with the strictest confidentiality.
Prior to the conclusion of the working agreement, a copy of an official criminal record (bulletin no.3), issued for less than 2 months, will be required for consultation purpose.
País del trabajo: Luxemburgo.
Número de puestos: 1.
Experiencia: 5 años.
Empleador: LEMANIK ASSET MANAGEMENT S.A..
Instrucciones para solicitar:
Vous êtes invité à introduire votre candidature électronique (CV et lettre de motivation) à l’adresse email suivante: recruitmentlemanik.lu .
Oferta de trabajo obtenida del portal Eures, con fecha 18 de Octubre de 2024, y con identificador de la vacante:PES_LU_737072.
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