Candidati come Wealth Management Client Relationship Manager

Informazioni generali

Job ID
100650
Società
UniCredit International Bank (Luxembourg) SA
Competence Line
Wealth
Area funzionale
Private Banking and Wealth Management Sales
Nazione
Lussemburgo
Regione
Lussemburgo
Provincia
Luxembourg
Città
LUSSEMBURGO, Luxembourg City Kirchberg-Plateau
Tipologia Job
Professional
Tipologia di orario di lavoro
Full-time
Contatto
alessio.melotto2@unicredit.eu
GEC Area
Italy
Hiring Line Manager
Colavolpe, Luigi

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.

Cosa farai

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.

Cosa ti occorre per avere successo

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.

Cosa ti offriamo

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

UniCredit è un leader paneuropeo e una Banca commerciale con un modello di servizio unico nel suo genere in Italia, Germania, Austria, Europa Centrale e Orientale. La nostra Vision è di essere la Banca per il futuro dell'Europa. Il nostro Purpose è «Empowering Communities to Progress», ossia fornire alle comunità che serviamo le leve per il progresso, offrendo i migliori prodotti e servizi a tutti i nostri stakeholder e sprigionando il potenziale delle nostre persone e dei nostri clienti in Europa. Serviamo oltre 20 milioni di clienti grazie al supporto delle nostre tre fabbriche prodotto - Corporate, Individual e Payment Solutions - che garantiscono competenze specialistiche e soluzioni scalabili in tutti i mercati. Il nostro modello di business integrato unisce prossimità territoriale, una profonda conoscenza della clientela e competenze diffuse a livello di Gruppo, permettendoci di offrire un servizio e un’esperienza cliente senza pari. La digitalizzazione, l’eccellenza operativa e un forte impegno nell’integrazione dei principi ESG orientano il nostro percorso, consentendoci di generare valore sostenibile nel lungo periodo per clienti, comunità, dipendenti e azionisti. La nostra Cultura unisce le nostre persone in tutti i Paesi, promuovendo collaborazione, capacità di esecuzione e ambizione con il supporto dei nostri Valori: Integrity, Ownership, Caring.
Candidati