Account Manager Team Leader at HFM delivering strategic support and management in financial markets. Leading a team to ensure client satisfaction and team performance across a dynamic environment.
About the role
- Senior Relationship Manager responsible for developing investment strategies for UHNW and HNW clients. Working with a reputable wealth management firm in Luxembourg with a focus on client trusts.
Responsibilities
- Hunter/Farmer: Hunter (UHNW, HNW, private clients)
- You have long-standing client relationships and clients personally trust you.
- You understand your clients' financial objectives and develop tailored investment strategies that meet client needs while seeking the highest possible returns at an acceptable level of risk.
Requirements
- You hold a banking-specific qualification, a relevant degree, or an equivalent qualification — or you possess equivalent professional experience.
- You enjoy working in a medium-sized wealth management firm with fast decision-making and straightforward processes.
- You have 10+ years of dedicated experience serving wealthy private clients (UHNWI or HNWI) in a national or international environment.
- You have long-standing personal relationships and/or an active client book (from a volume of €40–50 million).
- You are a networker and communicator who enjoys establishing new contacts and developing relationships.
- You possess the necessary interpersonal sensitivity, skill, tact and the perseverance required for the role.
- You inspire your clients with bespoke investment concepts.
- Your proven success is based on intensive personal and professional contacts with wealthy private clients.
- You are a highly motivated, results-oriented team player with a convincing personality who identifies with the role.
Benefits
- A highly successful wealth advisory firm with a top reputation and clear strategies for the future.
- Sales support and compensation aligned with performance levels.
- High degree of autonomy and encouragement of entrepreneurial initiative.
- A loyal team.
- Flexible working-time models including home office.
- Exceptional remuneration with an uncapped participation-based compensation model.
- And much more…
Job title
Job type
Experience level
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Not specified
Degree requirement
Location requirements
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