Informations générales
Entité
Le Groupe Indosuez Wealth Management est la marque mondiale de gestion de fortune du groupe Crédit Agricole, 10ème banque au monde par la taille des actifs (the banker 2022).
Suite à l'acquisition de Degroof Petercam, banque belge de premier plan, le Groupe Indosuez Wealth Management intègre le Top 10 des acteurs du secteur de la gestion de fortune en Europe avec plus de 200 milliards d'euros d'actifs sous gestion.
Façonné par plus de 145 ans d'expérience, le Groupe Indosuez Wealth Management accompagne des grands clients privés, des familles, des entrepreneurs et des investisseurs professionnels du monde entier en leur proposant un continuum de services et d'offres intégrant Conseil & Financement, Solutions d'investissement, Fund servicing & Solutions technologiques et bancaires.
Le Groupe Indosuez Wealth Management détient majoritairement la société Azqore, filiale qui apporte une solution technologique complète et intégrée ainsi que des services d'opérations bancaires aux acteurs de la gestion de fortune.
Distingué pour sa dimension à la fois humaine et résolument internationale, le Groupe Indosuez Wealth Management rassemble 4 500 collaborateurs dans 16 différents territoires en Europe, Asie-Pacifique, Moyen-Orient et Amérique du nord.
www.ca-indosuez.com
Référence
2025-97800
Date de parution
14/03/2025
Description du poste
Type de métier
Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients
Intitulé du poste
Head of Wealth Management International Desk H/F
Type de contrat
CDI
Date prévue de prise de fonction
01/05/2025
Poste avec management
Oui
Cadre / Non Cadre
Cadre
Missions
Purpose of the function:
Manage, develop, and steer the International desk in all its aspects
Define and own a coherent business plan (for desk & different markets) inline with risk appetite of the bank
Offer & promote the bank's full range of services & products to prospects and existing clients with important/significant assets to meet the needs of clients while drawing on all internal experts
Establish long-term relationship of trust with clients
Achieve predefined objectives and KPI’s (RoA, NNM, AUM, Credits, Private Equity, ...)
Contribute actively and positively to the growth of the Bank’s franchise both locally and internationally
Responsibilities & Tasks:
Develop a business plan for the market(s) for which you are responsible
Achieve RoA/NNM/AUM objectives & optimize the profitability of the business
Promote the bank’s range of services & products to prospects and existing clients
Prospect for new clients by referencing the existing business/clients
Prospect independently for new contacts, by participating in internal events or via internal vectors
Systematic presentation to prospects of offers (PE, Credit/Financing/DPM/ADV/ESG Solutions/Insurance/…)
Develop and retain an existing portfolio of customers (HNWI and UHNWI), protect, monitor and retain existing customers
Identify customer/client needs
Coach, lead, manage and supervise your team
Optimize administrative monitoring within the regulatory framework - carry out remediation campaigns for customers' administrative files (PKR, MiFID, MiFID Sustainable, ...)
Ensure that team members are up to date with mandatory trainings (Compliance, AML, ESG, cross border...)
Measure and monitor evolution of existing clientele managed by teams under responsibility
Monitor teams' schedules and travel
Monitor of major movements and verification of their justifications
Monitor account closures and provide support for Wealth managers in the analysis of relevant actions to try to retain customers
Manage, steer and coordinate credit files and credit/operational risk
Manage & follow up problematic credits, assure timely renewals & revisions of credit files
Regular & pertinent information to the Head of Head of Wealth Management Europe Central & Nord as well as DGA Commercial
Organization of back-ups so that customers are always taken care of in the absence of their usual correspondent
Compléments
Coach and exemplary conduct for teams in terms of regulatory compliance
Control of file compliance with MIFID (100% compliant)
Compliance without exception with all regulations in force (AML, KYC, etc.)
Recording of all customer contacts and control of the completeness of the information required in the CRM
Interact with all types of internal (CA Group, CAI Groupo at all levels) and external (clients, lawyers, business leaders, notaries, auditors, … ) stakeholders.
Interact with a large number of departments on complex subjects
Localisation du poste
Zone géographique
Europe, Luxembourg
Ville
LUXEMBOURG
Critères candidat
Niveau d'études minimum
Bac + 5 / M2 et plus
Formation / Spécialisation
Master in Economics, Applied Economics, International Business Affairs or any other relevant field, CFA chart holder, CAIA chart holder, …
Niveau d'expérience minimum
11 ans et plus
Expérience
Proven commercial experience of at least 10-15 years in the financial sector (wealth management, wealth advice, Family Office, private banking, wealth structuring, ...)
Compétences recherchées
Strong knowledge of financial markets, products & market practices
Excellent skills in wealth & asset management and financial products
Good knowledge of legal and tax matters (asset structures, B23, ...)
Very good knowledge of the regulatory framework (AML, KYC, TF, cross border, …)
This position is subject to the provisions of CSSF circular 17/665 which aims to implement the ESMA Guidelines published on 22 March 2016 relating to the assessment of the knowledge and skills of staff providing investment advice
The knowledge and skills required by this position are subject to mandatory annual assessment, verification and updating
MiFID Advisory certification is mandatory
Excellent communication, commercial (natural sales talent) & analytical skills
Pragmatic, proactive & result oriented mindset
Ability to integrate into a team & work collaboratively
Ability to work with quantitative and qualitative objectives
Workload management: effectively managing tasks by prioritizing work based on risk/reward & urgency
Strong interpersonal skills to effectively interact & communicate with internal (risk, legal, compliance)
Outils informatiques
Langues
Fluent in English & French, any other language constitutes an advantage