At a Glance
- Tasks: Manage and grow client portfolios while developing strategic partnerships.
- Company: Leading wealth management firm with a strong presence in Paris, the UK, and Luxembourg.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunity to work in a collaborative environment with strong career growth potential.
- Why this job: Join a top-tier team and make a real impact in wealth management.
- Qualifications: Degree in financial services and 2-5 years of relevant experience.
The predicted salary is between 60000 - 80000 £ per year.
A successful wealth management organisation with offices in Paris, the UK, and Luxembourg, supports its clients through every stage of wealth management with teams comprised of professionals who have acquired genuine expertise over the years, in asset management, financing, and corporate advisory.
Responsibilities:
- Report to the Head of Wealth Management.
- Manage and develop a portfolio of individual and/or professional clients to increase assets under management and revenues.
- Identify, approach, and develop a network of key influencers and strategic partners to support growth.
- Participate actively in promoting the client’s brand image and positioning as a leading wealth management firm.
- Propose personalised solutions tailored to clients’ specific needs, highlighting service offerings.
- Facilitate synergy between departments and participate in the successful execution of client files, ensuring strict adherence to regulatory compliance while maintaining profitability guidelines.
Qualifications:
- Relevant financial services degree.
- Proven experience in private banking or wealth management, 2 to 5 years of experience.
- Strong communication, networking, and client relationship skills.
Seasoned Relationship Manager, Wealth Management - Paris, UK and Lux in London employer: AP Executive - Global Executive Search Agency
Join a prestigious wealth management organisation that prides itself on fostering a collaborative and innovative work culture in the vibrant cities of Paris, the UK, and Luxembourg. With a strong commitment to employee development, we offer tailored training programmes and growth opportunities, ensuring our team members thrive in their careers while enjoying a competitive benefits package. Experience the unique advantage of working in a dynamic environment where your contributions directly impact client success and the firm's reputation as a leader in wealth management.
Contact Details:
AP Executive - Global Executive Search Agency Recruitment Team
