Senior Wealth Manager – Belgian Desk (H/F) H/F

Type de métier

Types de métiers Crédit Agricole S.A. \- Commercial / Relations Clients

Intitulé du poste

Senior Wealth Manager – Belgian Desk (H/F) H/F

Type de contrat

CDI

Date prévue de prise de fonction

01/06/2026

Poste avec management

Non

Cadre / Non Cadre

Cadre

Missions

Within our Belgian Wealth Management Desk, we are looking for a talented \& enthusiastic Senior Wealth Manager that is collaborative, confident and motivated to provide first class client experience service.

If you have an entrepreneurial mindset and are looking for a new challenge CA Indosuez Wealth Management Europe is the place for you. You will be responsible for managing \& developing your own portfolio of clients, while actively contributing to the collective achievements of the team.

You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As a Senior Wealth Manager in CA Indosuez you would embrace our entire value proposition of services and products to deliver complete wealth management solutions to HNWI/UHNWI clients.

Your mission:

• Build and nurture long\-lasting relationships build on trust \& outstanding service with HNWI/UHNWI clients in the Belgian market.


• Identify and understand each client’s unique needs, positioning the bank and showcasing our comprehensive value proposition of wealth management products and services.


• Ensure that proposed products and services maximize the client’s needs, goals and objectives.


• Leverage and proactively coordinate interactions between clients/prospects and our internal specialists (wealth planner, financial advisory, credit advisor, …), ensuring seamless collaboration and optimal outcomes.


• Maintain complete and compliant client files, adhering to local regulations and the highest standards of compliance while adhering to CAI’s risk management policies.


• Expand your network through active prospecting and collaboration with business contributors

Zone géographique

Europe, Luxembourg

Ville

LUXEMBOURG
Critères candidat
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Niveau d'études minimum

Bac \+ 5 / M2 et plus

Formation / Spécialisation

• Master’s degree in Economics, Finance, or Law.

Niveau d'expérience minimum

11 ans et plus

Expérience

• At least 10 years of professional experience as a Senior Wealth Manager, working with HNWI/UHNWI clients.

Compétences recherchées

• Recognized for your solution\-oriented mindset and entrepreneurial spirit within your dedicated market.


• Strong client\-centric vision, with a proven track record of exceeding client expectations.


• Achievement oriented with a CAN DO mentality.


• Passionate about delivering excellence in client service.


• Experience or demonstrated understanding of investments, banking, and wealth planning concepts


• Team player


• Excellent communication skills both written and oral.

Outils informatiques

MS Office Tools

Langues

Fluent in French and English; Dutch is considered a strong asset.

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