Wealth Manager - Polish Market H/F
Indosuez Wealth Management LuxembourgWealth 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
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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