Senior Private Banker

Quintet Private Bank is a leading private bank in the wealth management sector. The successful candidate will be responsible for building an optimal and appropriate client service and experience, with the aim of achieving the objectives and expectations of the client families served. The role involves acting as a holistic client advisor, leveraging the Quintet value proposition across services such as investments, financial planning, estate planning and lending, protecting and growing client wealth, and making an active contribution to acquire new clients and increase the share of wallet of existing clients.

Responsibilities

Continuously identify and create new leads through the effective use of own network targeting domestic prospects; Follow-up and manage acquisition pipeline; Deliver high competing acquisition speeches and cross-pitch Quintet value proposition; Develop an outstanding understanding of client family situation, financial position, investment objectives and risk profile; Actively mobilise investment, financial and wealth planning or lending specialists across the group as required; Develop and maintain strong and sustainable relationships with client families; Drive revenues and other commercial objectives through long-term relationship management; Advise on the choice of investment strategy, design, and composition of investment portfolios; Act as 1st line of defence risk manager for clients and the bank; Ensure new and existing clients are risk assessed in line with internal FCC requirements; Ensure all operations affecting clients comply with regulatory and internal policy requirements

Requirements

Extensive Experience in a commercial, banking or financial environment; Knowledge of general banking laws and regulations, markets regulations and compliance procedures regarding investment advice to clients; Knowledge of order and execution process, hiring and on giving orders for securities and for trading and investing products and services; Good analytical, critical thinking and commercial skills; Proficient use of MS Office; Fluent in Luxembourgish and German; Fluent in English

Nice to have

Affinity with AI tools and applications (e.g., ChatGPT, Copilot); General interest in emerging technologies and identifying opportunities to leverage AI in your area of work; Any other language is considered an asset; Thinks and behaves like a business owner or entrepreneur; Creates a partnership culture within teams

Benefits

Career development through various resources and programmes