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Indosuez Wealth Management

Head of Wealth Management - South Europe H/F

CDI
Indosuez Wealth Management ·
Fonction
Commercial - Ventes - Marketing
Lieu
Expérience
Rémunération
€ – € /
Début
Thu, 23 Apr 2026 09:02:51 Z
Permis B
Non requis

Description de l'offre

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.
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.

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