Aplica la Wealth Management Client Relationship Manager

Informatii generale

ID rol
100650
Companie
UniCredit International Bank (Luxembourg) SA
Oras
LUSSEMBURGO, Luxembourg City Kirchberg-Plateau
Judet
Luxemburg
Tip Job
Profesioniști cu experiență în muncă
Departament
Private Banking and Wealth Management Sales
Program de lucru
Norma intreaga (Full-time)
Contact
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

UniCredit este o bancă comercială pan-europeană de top, care oferă soluții și servicii de cea mai înaltă calitate în Italia, Germania, Austria și în Europa Centrală și de Est. Viziunea noastră este să fim banca viitorului Europei. Scopul nostru este să susținem comunitățile să progreseze, oferind produse și servicii de top pentru toate părțile interesate și valorificând la maximum potențialul oamenilor noștri și al clienților noștri din întreaga Europă. Deservim peste 20 de milioane de clienți, sprijiniți de trei centre de produse la nivel de Grup — Corporate, Individual și Payment Solutions — care asigură expertiză de top și soluții scalabile pe toate piețele. Modelul nostru integrat combină proximitatea locală, înțelegerea profundă a clienților și capacitățile la nivel de Grup, permițând servicii fluide și o experiență excelentă pentru clienți. Digitalizarea, excelența operațională și un angajament ferm față de principiile ESG stau la baza parcursului nostru, ajutându-ne să oferim valoare sustenabilă pe termen lung pentru clienți, comunități, angajați și acționari. Cultura noastră comună ne unește oamenii din toate țările, susținând munca în echipă, execuția orientată spre rezultate și ambiția, prin responsabilitate, integritate și grijă.
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