Senior Private Banker Discover
BIL Danmark
Senior Private Banker You will be responsible for acquiring, building and maintaining relationships with existing and new clients and intermediaries from your selected market. The position is based in Luxembourg and you will report to the Head of Northern Europe or the Head of Southern & Western Europe. What will you do? • • • Actively identify and acquire Very High or High Net Worth Clients, within your target market Establish a referral network and coordinate client events to generate new prospects Serve as a trusted advisor and maintain full understanding of client goals and risk tolerance to ensure your clients are always best served • • Detect client needs, preference and develop tailored solutions within the full offering of the bank Keep abreast of developments in financial markets and make sure the bank’s investment strategy is properly implemented • • Encourage team members to work together to deepen client relationships and exceed sales goals Contribute to the development of profitability and the evolution of your bank’s value proposition What we need? You have: • Significant experience in Private Banking (5+ years) working with Very High or High Net Worth Individuals and families or related fields within financial services • • A solid network of clients, prospects and intermediaries Proven sales success, including prospecting, profiling, overcoming objections, negotiating, team selling approach, closing the sale and asking for referrals • Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to, asset allocation on structured portfolios, managed portfolios, portfolio reviews, deposit and loan solutions and basic trust and estate products • • A relevant University background, CFA or a Charter in Wealth Management is considered a plus A high level of integrity and ethics. You are: • • • • Fluent in English + any other language covered by the market Strongly client and result oriented, with the ability to build sustainable relationships You are a team player, but you are autonomous and pro-active Willing and able to travel To apply, please contact: Patrick Lhuillier Human Resources Business Partner www.bil.com/WM-career
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Oprettet d. 05.10.2023, sidst opdateret d. 05.10.2023 2023-10-05 13:22:03.977
BIL Danmark
Grønningen 17, 1270 København K.Mere info om virksomheden
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