Le Groupe Indosuez Wealth Management est la marque mondiale de gestion de fortune du groupe Crédit Agricole, 10ème banque au monde par la taille des actifs (the banker 2022). Suite à l'acquisition de Degroof Petercam, banque belge de premier plan, le Groupe Indosuez Wealth Management intègre le Top 10 des acteurs du secteur de la gestion de fortune en Europe avec plus de 200 milliards d'euros d'actifs sous gestion.
Façonné par plus de 145 ans d'expérience, le Groupe Indosuez Wealth Management accompagne des grands clients privés, des familles, des entrepreneurs et des investisseurs professionnels du monde entier en leur proposant un continuum de services et d'offres intégrant Conseil & Financement, Solutions d'investissement, Fund servicing & Solutions technologiques et bancaires. Le Groupe Indosuez Wealth Management détient la société Azqore, filiale qui apporte une solution technologique complète et intégrée ainsi que des services d'opérations bancaires aux acteurs de la gestion de fortune. Distingué pour sa dimension à la fois humaine et résolument internationale, le Groupe Indosuez Wealth Management rassemble 4 500 collaborateurs dans 16 différents territoires en Europe, en Asie-Pacifique et au Moyen-Orient.
www.ca-indosuez.com
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.
Your profile :
- A Master degree in economics, finance or law
- At least 4 years professional experience in a similar position
- 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
- Fluent in Polish and English. French will be considered as an additional asset
- International mobility: readiness to live in /move to Luxembourg and readiness for business travels to Poland
