Wealth Management Client Relationship Manager

Allgemeine Informationen

Job Id
100650
Unternehmen
UniCredit International Bank (Luxembourg) SA
Competence Line
Wealth
Funktionsbereich
Private Banking and Wealth Management Sales
Standort
LUSSEMBURGO, Luxembourg City Kirchberg\-Plateau
Land
Luxemburg
Kontakt
alessio.melotto2@unicredit.eu
Jobniveau
Professionals
Arbeitszeitmodell
Vollzeit
UniCredit International Bank Luxembourg is the leading bank in Luxembourg and a member of UniCredit, a simple successful pan\-European commercial bank. We provide the local expertise which distinguishes our group, providing a hub for international ultra\-high\-net\-worth individuals together with market\-leading solutions for family offices and family holding companies. Position Overview:
We are fully committed to offering high\-quality solutions to our customers and specialize in serving those with an international outlook. We pride ourselves on our ability not only to rapidly understand the needs of each customer, but also to continually up\-date that understanding, in the knowledge that change is one of the few constants in life. This is the foundation for achieving consistent performance and developing long\-term relationships.

What you'll be doing

Key Responsibilities:

We are seeking a Client Relationship Manager to join our Clients Relationship Manager team. The successful candidate will play a key role in delivering a high\-quality, holistic service to high\-net\-worth clients, ensuring efficient execution of financial trans\-actions while maintaining strong relationships and full regulatory compliance* Manage and grow a portfolio of affluent and high‑net‑worth clients, providing holistic wealth management and invest\-ment services.

• Ensure client satisfaction, retention, and long‑term relationship development.


• Process and monitor client securities orders across financial markets.


• Process cash transfer orders and support the management of client liquidity.


• Support and coordinate client onboarding activities, including documentation and account opening procedures.


• Deal with credit\-related requests and documentation.


• Perform a range of administrative and operational tasks related to the holistic management of client portfolios.


• Collaborate closely with Compliance teams on KYC and regulatory requirements.


• Coordinate with Back Office teams to ensure proper settlement of transactions and operational follow\-up.


• Maintain high standards of client service while ensuring adherence to internal policies and regulatory frameworks.

What you'll need to succeed

Your profile:

• Minimum 10 years of experience in financial markets, private banking, or wealth management


• Solid understanding of financial instruments, trading processes, and client portfolio management


• Knowledge of Equalizer and Olympic software is considered an advantage.


• Strong organizational skills with the ability to manage multiple operational and client\-related tasks


• Excellent attention to detail and a strong sense of responsibility


• Ability to work collaboratively with multiple internal departments (Compliance, Back Office, Credit, etc.).


• Fluent English. Knowledge of Italian is considered a plus.

What you'll get in return

We offer:* the opportunity to join a pan\-European banking group, with a permanent contract and a competitive compensation pack\-age, based on your experience. You'll benefit from cutting\-edge tools within an organization structured to offer excellent customer service.

• Opportunities for professional growth and development


• Exposure to high\-impact projects and strategic decision\-making


• Interesting and diversified tasks and responsibilities


• An open\-minded, dynamic and international company culture.

About UniCredit Group

Die UniCredit ist eine paneuropäische Geschäftsbank mit einem einzigartigen Produkt\- und Service\-Angebot in Italien, Deutschland sowie Zentral\- und Osteuropa. Unser Ziel ist, die Gesellschaft dabei zu unterstützen sich weiterzuentwickeln, indem wir allen Beteiligten das Beste bieten und so ein besseres Morgen für unsere Kund:innen und unsere Mitarbeiter:innen in ganz Europa schaffen. Wir betreuen mehr als 15 Millionen Kund:innen weltweit. Sie sind das Herzstück unserer Arbeit in unseren Märkten. Die Digitalisierung und unser Bekenntnis zu den ESG\-Grundsätzen sind wesentliche Voraussetzungen für unsere Dienstleistungen. Sie unterstützen uns dabei, unsere Stakeholder hervorragend zu begleiten und eine nachhaltige Zukunft für unsere Kund:innen, die Gesellschaft und unsere Mitarbeiter:innen zu gestalten. Als Arbeitgeber bieten wir Chancengleichheit. Gemeinsam gestalten wir ein Arbeitsumfeld, das vielfältiges Denken und inklusives Handeln begrüßt. Indem wir allen Stimmen Gehör verschaffen und auf "Gedankenvielfalt" unabhängig von Geschlecht, Alter, ethnischer Herkunft, sexueller Orientierung, körperlicher und geistiger Fähigkeiten oder kulturellem Hintergrund setzen, sorgen wir für nachhaltiges Wachstum und neue Geschäftsmöglichkeiten, einen starken Antrieb für Innovation und Kreativität sowie für eine allgemeine Verbesserung des Arbeitsklimas mit positiven Auswirkungen auf Produktivität, Wohlbefinden und Engagement unserer Mitarbeiter:innen.

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