Head of Wealth Management International Desk H/F

Job description

Contract details

• Contract type: CDI
• Planned start of deployment: 01/06/2025
• Management position: Yes
• Cadre / Non Cadre: Cadre

Tasks

• Management, development and control of the International Desk in all its support functions
• Definition and implementation of a business plan and all the various actions (with clear objectives) with the bank
• Offer and deliver the Bank's full range of services and products to prospective and existing clients with significant assets to meet client needs while developing internal expertise
• Building long-term relationships with HNWIs (High Net Worth Individuals) and UHNWIs (Ultra High Net Worth Individuals)
• Active and performance-oriented advice to clients on investment solutions (SAA, IBK, life insurance, asset protection, private equity, ...)
• Actively and positively contribute to the growth of the bank's business both locally and internationally

Responsibilities and tasks

• Develop a business plan for the market(s) for which you are responsible
• Function as an interface between the Bank's various business areas
• Advice on the bank's services and products for prospective and existing customers
• Acquisition of new customers through referrals to existing business/leads
• Referral to new business areas, products/instruments or external sectors
• Systematic presentation of offers or solutions for interested parties (e.g. IPV, credit facility/PMM/AVIS)
• Development and retention of an existing customer portfolio (UHNW and HNW)

Additions

• Credit and Treasury Compliance Officer for teams (MIFID2, 80% of regulatory compliance)
• Compliance without exception with all applicable regulations (AML, KYC, etc.)
• Compliance with exception and reporting to the head of the required information in CRM
• Management of all customer contacts and management of the required information in CRM

Requirements

• At least 8 years of experience
• Re + 5 years experience in asset management
• Excellent skills in wealth and asset management and financial products
• Good knowledge of legal and tax matters (e.g. trusts, BSt.)
• Very good knowledge of the regulatory framework (AML, KYC, cross-border, ...)
• MIFID2 advisory certification is mandatory
• Excellent communication, commercial and analytical skills
• Proactive, proactive and results-oriented mentality
• Ability to manage risk and work with confidentiality and discretion
• Ability to work with quantitative and qualitative targets
• Results-oriented: efficient management of several projects simultaneously
• Strong interpersonal skills to interact and communicate effectively with internal (risk, legal, compliance) and external customers

Other

• Fluent in English and French, any other language is an advantage
• Computer skills: MS Office