Relationship Manager specialized in Wealth Management
Dexter International
Luxemburg, Luxemburg
il y a 1j

responsibilities :

  • Acquisition, maintenance and building relationships with new negotiators and clients
  • Reporting to the Head of UHNW
  • Working as part of the Business Office Team
  • Providing an accurate service to the UHNW Individual client division
  • Assistance to BD and Relationship Managers to foster client loyalty
  • Taking care of UHNW requests
  • Identification of client demands
  • Preparation of services specialized in investment
  • Implementation of procedures
  • Documentation of the business cooperation with the client
  • Monitoring of transactions
  • Management of the corporate relationship with convinced clients
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