Кандидатствайте за Wealth Management Client Relationship Manager

Основна информация

ID на позицията
100650
Компания
UniCredit International Bank (Luxembourg) SA
Град
LUSSEMBURGO, Luxembourg City Kirchberg-Plateau
Държава
Люксембург
Тип на позицията
Експертни и мениджърски позиции
Област
Private Banking and Wealth Management Sales / Продажби Частно банкиране
Работно време
Пълно работно време
Контакти
alessio.melotto2@unicredit.eu

UniCredit International Bank Luxembourg is the leading bank in Luxembourg and a member of UniCredit, a simple successful pan-European commercial bank. We provide the local expertise which distinguishes our group, providing a hub for international ultra-high-net-worth individuals together with market-leading solutions for family offices and family holding companies.

Position Overview:
We are fully committed to offering high-quality solutions to our customers and specialize in serving those with an international outlook. We pride ourselves on our ability not only to rapidly understand the needs of each customer, but also to continually up-date that understanding, in the knowledge that change is one of the few constants in life. This is the foundation for achieving consistent performance and developing long-term relationships.

What you'll be doing

Key Responsibilities:

We are seeking a Client Relationship Manager to join our Clients Relationship Manager team. The successful candidate will play a key role in delivering a high-quality, holistic service to high-net-worth clients, ensuring efficient execution of financial trans-actions while maintaining strong relationships and full regulatory compliance

• Manage and grow a portfolio of affluent and high‑net‑worth clients, providing holistic wealth management and invest-ment services.
• Ensure client satisfaction, retention, and long‑term relationship development.
• Process and monitor client securities orders across financial markets.
• Process cash transfer orders and support the management of client liquidity.
• Support and coordinate client onboarding activities, including documentation and account opening procedures.
• Deal with credit-related requests and documentation.
• Perform a range of administrative and operational tasks related to the holistic management of client portfolios.
• Collaborate closely with Compliance teams on KYC and regulatory requirements.
• Coordinate with Back Office teams to ensure proper settlement of transactions and operational follow-up.
• Maintain high standards of client service while ensuring adherence to internal policies and regulatory frameworks.

What you'll need to succeed

Your profile:

  •  Minimum 10 years of experience in financial markets, private banking, or wealth management
  • Solid understanding of financial instruments, trading processes, and client portfolio management
  • Knowledge of Equalizer and Olympic software is considered an advantage.
  •  Strong organizational skills with the ability to manage multiple operational and client-related tasks
  •  Excellent attention to detail and a strong sense of responsibility
  • Ability to work collaboratively with multiple internal departments (Compliance, Back Office, Credit, etc.).
  • Fluent English. Knowledge of Italian is considered a plus.

What you'll get in return

We offer:
• the opportunity to join a pan-European banking group, with a permanent contract and a competitive compensation pack-age, based on your experience. You'll benefit from cutting-edge tools within an organization structured to offer excellent customer service.
• Opportunities for professional growth and development
• Exposure to high-impact projects and strategic decision-making
• Interesting and diversified tasks and responsibilities
• An open-minded, dynamic and international company culture.

About UniCredit Group

УниКредит е паневропейска търговска банка с единствено по рода си обслужване в Италия, Германия, Австрия и Централна и Източна Европа. Нашата визия е да бъдем банката за бъдещето на Европа. Нашата цел е да даваме възможности на общностите да се развиват, като предоставяме най-добрите услуги на всички заинтересовани лица и отключваме потенциала на нашите клиенти и служители в цяла Европа. Ние обслужваме над 20 милиона клиенти чрез три продуктови фабрики - Корпоративни, Индивидуални решения и Разплащателни възможности. Това ни позволява да бъдем близо до нашите клиенти и да използваме мащабността на цялата Група за разработване и предлагане на най-добрите продукти на всички наши пазари. Дигитализацията, оперативното съвършенство и ангажиментът ни към принципите от екологичен, социален и управленски характер са ключови фактори за нашата услуга. Те ни помагат да постигаме високи резултати за нашите заинтересовани страни и да създаваме устойчиво бъдеще за нашите клиенти, служители и акционери. Нашата споделена култура обединява служителите ни във всички държави, насърчавайки екипната работа, фокуса върху резултатите и стремежа към развитие чрез Отговорност, Почтеност и Грижа.
Кандидатствайте