Head of Wealth Management International Desk

Job description

Contract details

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

Tasks

• Management, development and control of all aspects of the International Desk
• Creating and developing a consistent business plan for the International Desk (focused on the bank strategy) and reporting to the COOs with significant assets to meet client needs while developing internal expertise
• Active and/or direct contacts with HNWI (High Net Worth Individuals) and UHNWI (Ultra High Net Worth Individuals) through the Bank's international network, both locally and internationally
• Contribution to the growth of the bank branch

Responsibilities and tasks

• Development of a business plan for the International Desk (for which you are responsible)
• Active risk management in connection with the profitability of the business
• Offering banking services and products to prospective and existing customers
• Acquisition of new customers by strengthening existing business relationships/connections
• Offering customized investment solutions or external discretionary management services to interested parties
• Systematic presentation of offers (e.g. investment advice/IB, credit facilities/treasury/wealth management...) to interested parties
• Development and retention of an existing client portfolio (HNWI and UHNWI), project, consulting and retention of existing clients

Compliance and regulation

• MiFID compliance controller (100% regulatory compliance)
• Compliance without exception with all applicable regulations (AML, CTF, etc.)
• Compliance with exception and control of all required information in CRM
• Reporting all client contacts and transactions to the Compliance team

Requirements

• At least 8 products
• Bac +5 / B7 or higher
• Excellent knowledge of wealth and asset management and financial products
• Good knowledge of legal and tax systems (e.g. income tax, ISF...)
• Very good knowledge of the regulatory framework (AML, KYC, cross-border...)
• MIFID Advisory certification is mandatory
• Excellent communication, commercial, sales and analytical skills
• Proactive, proactive and results-oriented mindset
• Ability to listen and meet customer needs efficiently
• Ability to manage risks and have a forward-looking approach
• Strong interpersonal skills to interact and communicate effectively with internal (risk, legal, compliance) and external customers

Language skills and computer skills

• Fluent in English and French, other languages are an advantage
• MS Office

We offer