Head of Wealth Management International Desk

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

• 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

Profile

• 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)