Client Relationship Manager Assurance Vie (m/f) - Investment Manager

My client is a Global Asset Manager providing exclusive clients with diversified products.

They are currently offering assurance vie products in the French market. As a member of the brokerage department, the Client Relationship Manager will serve as the primary point of contact for French clients.

Primary duties and responsibilities:

Client Relationship Management:

    Build and maintain strong, long-term relationships with high-net-worth clients.

    Act as the primary point of contact, ensuring exceptional service delivery.

    Regularly engage with clients to understand their financial goals and provide personalized assistance.

Portfolio Management:

    Oversee high-net-worth client relationships.

    Proactively provide portfolio updates.

    Collaborate with clients to optimize and adjust investment portfolios as needed.

    Educate clients on financial markets, investment strategies, and relevant industry developments.

Professional Development:

    Participate in and complete the company's training and mentoring programs.

    Stay abreast of industry trends, financial regulations, and market dynamics.

    Continuously enhance expertise in finance, capital markets, and insurance.

Qualifications

    Master's degree in Finance, Wealth Management, or Economics.

    At least five years of experience offering Assurance Vie products to clients.

    Experience with private clients.

    Be fluent in French and English.

    Good communication skills.

You will benefit from:

    Working with an international company that is expanding its team in Luxembourg.

    Career paths with internal mobility.

    Fair salary package depending on your experience.

    Flexible working hours.