PRIJAVITE SE NA DELOVNO MESTO Wealth Management Client Relationship Manager

Splošne informacije

ID delovnega mesta
100650
Podjetje
UniCredit International Bank (Luxembourg) SA
Mesto
LUSSEMBURGO, Luxembourg City Kirchberg-Plateau
Država
Luksemburg
Tip pozicije
Strokovnjaki z delovnimi izkušnjami
Funkcijsko področje
Private Banking and Wealth Management Sales
Delovni čas
Polni delovni čas
Kontakt
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 je vseevropska komercialna banka z najboljšo ponudbo in storitvami v Italiji, Nemčiji, Avstriji ter Srednji in Vzhodni Evropi. Naša vizija je postati banka za prihodnost Evrope. Naše poslanstvo je podpirati skupnosti pri napredku, zagotoviti najboljšo ponudbo in storitve na trgu za vse deležnike ter sprostiti potencial naših sodelavcev in strank širom Evrope. Podpiramo več kot 20 milijonov strank, pri čemer se opiramo na naše visokokakovostne strokovne in razširljive rešitve za podjetja, posameznike ter plačilne storitve - na vseh trgih, kjer smo prisotni. Naš integriran model združuje lokalno prisotnost, celovito razumevanje potreb strank ter zmogljivosti celotne Skupine, kar omogoča brezhibne storitve in vrhunsko uporabniško izkušnjo. Digitalizacija, operativna odličnost in močna zaveza načelom ESG so temelji našega napredka, ki nam pomagajo zagotavljati trajnostno dolgoročno vrednost za stranke, skupnosti, sodelavce in delničarje. Naša skupna organizacijska kultura povezuje zaposlene v vseh državah, spodbuja timsko povezovanje, usklajeno delovanje ter ambicioznost, ki temelji na naših skupnih vrednotah - odgovornosti, integriteti in skrbnosti
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