Head of Wealth Management
hace 2 días
Your mission: You will be in charge of the department dedicated mainly to the Southern European markets, such as Spain, Portugal and Italy. You will lead the department composed by Wealth Manager and Client Support Officer and you will deploy a commercial strategy to support the development of this different markets. On a short term view, you will be fully involved by shaping the organisation of the future department and maintaining our customer loyalty . More into details, you will perform the following missions: Define the commercial strategy to initiate, build and develop new relationship on these markets (UHNW individuals). As an architect of wealth, ensure that all our solutions and services including notably discretionary management, investment advisory, wealth planning and financing are properly introduced to our clients/prospects. Through an accurate understanding of the client’s needs and projects, highlight our various range of solutions and services for a tailor made solution. Contribute actively to the development of your network through prospections and business contributors. Take active part in various projects that impact significantly the department or the bank. Share your knowledge and manage the 3 regional teams by giving them missions, responsibilities and directions in line with their markets. Collaboration and business alignment with CA Indosuez Wealth (Europe) branches in Spain, Portugal and Italy Supervising the sales team in Luxembourg dedicated to the Portuguese market and managing teams in Southern Europe Key client coverage in the area Stay abreast of market developments, regulatory changes and clients’ needs across the targeted markets You will be the promoter of our integrated post-merger model, which includes a wide range of products and services in wealth management, asset management, fund servicing, corporate finance and global markets. Commercial approach including a controlled vision, by 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. #J-18808-Ljbffr
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Southern Europe Wealth Management Leader
hace 2 semanas
Madrid, España Crédit Agricole Group A tiempo completoA leading financial services firm seeks a strategic leader to head its Southern European markets department, focusing on Spain, Portugal, and Italy. This role involves defining and implementing commercial strategies, managing regional teams, and ensuring client satisfaction while navigating the complexities of wealth management. The ideal candidate will have...
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Southern Europe Wealth Management Leader
hace 2 días
Madrid, España Crédit Agricole Group A tiempo completoA leading financial services firm seeks a strategic leader to head its Southern European markets department, focusing on Spain, Portugal, and Italy. This role involves defining and implementing commercial strategies, managing regional teams, and ensuring client satisfaction while navigating the complexities of wealth management. The ideal candidate will have...
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Southern Europe Wealth Management Leader
hace 4 días
Madrid, España Crédit Agricole Group A tiempo completoA leading financial services firm seeks a strategic leader to head its Southern European markets department, focusing on Spain, Portugal, and Italy. This role involves defining and implementing commercial strategies, managing regional teams, and ensuring client satisfaction while navigating the complexities of wealth management. The ideal candidate will have...
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Southern Europe Wealth Management Leader
hace 4 días
Madrid, España Crédit Agricole Group A tiempo completoA leading financial services firm seeks a strategic leader to head its Southern European markets department, focusing on Spain, Portugal, and Italy.Revise detenidamente toda la documentación de la solicitud antes de hacer clic en el botón de solicitar al final de esta descripción.This role involves defining and implementing commercial strategies, managing...
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Head of Wealth Management
hace 4 días
Madrid, España Crédit Agricole Group A tiempo completoYour mission: You will be in charge of the department dedicated mainly to the Southern European markets, such as Spain, Portugal and Italy. You will lead the department composed by Wealth Manager and Client Support Officer and you will deploy a commercial strategy to support the development of this different markets.On a short term view, you will be fully...
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Head of Wealth Management
hace 4 días
Madrid, España Crédit Agricole Group A tiempo completoYour mission:A continuación, encontrará un desglose completo de todo lo que se requiere de los posibles candidatos, así como la forma de presentar su candidatura. ¡Mucha suerte!You will be in charge of the department dedicated mainly to the Southern European markets, such as Spain, Portugal and Italy. You will lead the department composed by Wealth...
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Head of Wealth Management
hace 2 días
Madrid, España Crédit Agricole Group A tiempo completoYour mission:A continuación, encontrará un desglose completo de todo lo que se requiere de los posibles candidatos, así como la forma de presentar su candidatura. ¡Mucha suerte!You will be in charge of the department dedicated mainly to the Southern European markets, such as Spain, Portugal and Italy. You will lead the department composed by Wealth...
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Head of Wealth Management
hace 1 semana
Madrid, España Crédit Agricole Group A tiempo completoYour mission: You will be in charge of the department dedicated mainly to the Southern European markets, such as Spain, Portugal and Italy. You will lead the department composed by Wealth Manager and Client Support Officer and you will deploy a commercial strategy to support the development of this different markets. On a short term view, you will be fully...
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madrid, España Goldman Sachs Bank AG A tiempo completoOUR IMPACT Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long‑term asset allocation within the context of each client’s particular risk...
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Madrid, Madrid, España Goldman Sachs A tiempo completoJob DescriptionOUR IMPACTPrivate Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client's particular...
