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Building lasting client relationships

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Inserat online seit: 2 Dezember
Beschreibung

Financial Advisory Expert

We are seeking an experienced Financial Advisory Expert to join our team in Luxembourg. In this role, you will be responsible for managing high-net-worth client relationships and providing exceptional service.

The successful candidate will have a strong background in finance and insurance, with excellent communication skills and the ability to build long-standing relationships with clients.


The Opportunity:

* You will be working closely with our clients who have invested through insurance products such as assurance vie and other tax wrappers.
* As their primary contact, you will ensure they receive exceptional service and support their financial goals.


Required Skills and Qualifications:

* 5+ years' experience offering assurance vie products to clients
* Experience managing relationships of private clients within the banking/wealth/insurance management industry
* Master's Degree in Finance or Wealth Management
* Fluent French and English language skills, with proficiency in other European languages beneficial


Benefits:

* 100% paid premiums for top-tier supplemental healthcare plan for employees and their qualified dependents
* 28 days annual leave with 11 paid holidays
* Supplemental retirement pension plan featuring 4% contribution of base pay up to social security ceiling and 12% for base pay over ceiling
* Up to €219.60 in employer-paid monthly lunch vouchers
* Gym subsidy of up to €50 per month


Why Join Us?

At our organisation, we value our employees and offer a collaborative working environment that practices ongoing training, educational support and employee appreciation events.

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