Private Wealth Client Relations Lead

Quelle est votre mission? Votre mission en tant que Wealth Private Banker est basée sur deux exigences : la gestion des différents aspects de la situation financière d’un portefeuille de clients «High Net Worth» et votre capacité à établir avec eux une relation constructive à long terme. Vous êtes responsable de la croissance de votre...

ph3About This Role /h3pManage sophisticated client relationships for our French and Arabic-speaking clientele. Provide white-glove service to UHNW families across multiple jurisdictions. /ph3Key Requirements /h3ulliNative French and fluent Arabic (written spoken) /lili6+ years private wealth or family office experience /liliDeep understanding of Middle...

Context The mission of External Wealth Management (EWM) is to be a trusted partner acting as a custodian bank and committing ourselves alongside our institutional clients and external wealth managers in the search for the most effective solutions. We offer them a comprehensive range of high-quality banking services, complemented by consultation tools. The...

Responsibilities • Responsible for bond quotation and clients' order execution in an efficient and accurate manner • Stay updated on bond market trends and opportunities and provide trading advices to clients • Partner with Private Bankers to understand clients' wealth management needs and recommend appropriate bond products and...

Job Description Join a team shaping the future of client service across APAC. This role offers the opportunity to lead strategic transformation initiatives, improve the end-to-end client lifecycle, and deliver scalable solutions across business, product, technology, operations, data, and control functions. You will help simplify processes, strengthen...

As an Investment Relations & Fundraising Manager, you will: Develop and execute fundraising initiatives to attract new investors across Belgium and Luxembourg. Identify, qualify and build relationships with high-net-worth individuals, entrepreneurs, family offices and other private investors. Create and maintain a targeted prospect pipeline, defining market...

Lisbonne, Portugal | Le poste Et si votre prochain défi vous emmenait à Lisbonne ? Rejoignez une équipe francophone en pleine croissance, spécialisée en relation client et marketing direct. Vos missions Accompagner et fidéliser un portefeuille de clients francophones Analyser les besoins et proposer des solutions adaptées Participer aux campagnes...

About Us Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and...

Vos responsabilitésVous êtes responsable de la croissance, de la qualité et de la rentabilité d’un portefeuille exigeant. Vous travaillez avec ownership, esprit entrepreneurial et une forte human touch. Concrètement : Esprit entrepreneurial: vous agissez comme un entrepreneur : vous identifiez les opportunités, prenez des initiatives et...