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Wealth Manager - Polish Market H/F

Indosuez Wealth Management Luxembourg
Posted 5 days ago Permanent Competitive

Wealth Manager - Polish Market H/F

Indosuez Wealth Management Luxembourg
Wealth Manager - Polish Market H/F
Description du poste

Type de métier

Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients

Intitulé du poste

Wealth Manager - Polish Market H/F

Type de contrat

CDI

Date prévue de prise de fonction

01/11/2026

Poste avec management

Non

Missions

By joining the Polish team, you will be responsible for your own clients portfolio's development. Moreover, you will ensure the day-to-day follow up on these clients portfolio dedicated to the Polish market.

Your main mission is to maintain and develop relationships with HNWI/UHNWI clients on the Polish market.

- Build, maintain and develop a professional network for the purpose of developing business with existing and new wealthy clients and thus, contribute actively to grow business and assets under management for the bank.

- Develop a deep knowledge of the client and his global situation and needs (financial, fiscal, legal) and build a holistic but tailored strategy concerning products and services that suit the needs of the client.

- Promote the complete services and product offer range of the bank and Group

- Manage operational aspects of the relationship with the client

- Identify and manage all risks and compliance issues for the client and the bank, based on latest regulation given by competent national and international Authorities as well as the Group.

Localisation du poste

Zone géographique

Europe, Luxembourg

Ville

LUXEMBOURG/

Critères candidat

Niveau d'études minimum

Bac + 5 / M2 et plus

Formation / Spécialisation

Master degree in economics, finance or law

Niveau d'expérience minimum

3 - 5 ans

Expérience

At least 4 years professional experience in a similar position

Compétences recherchées

Known for your solutions oriented mindset

Strong client relationship and communication skills

Good knowledge of the wealth management products and services provided to U-/HNWI Client

Good knowledge of the Polish market's specificities such as tax, regulations and compliance environment

International mobility: readiness to live in /move to Luxembourg and readiness for business travels to Poland

Outils informatiques

MS Office tools

Langues

Fluent in Polish and English. French will be considered as an additional asset
Job ID  116172
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