Private Banker – Nordic Market

Private Banker – Nordic Market I'm interested Why apply ? 🌍 Join an international and multicultural financial environment with exposure to Nordic HNW/UHNW clients. 💡 Develop your own market and portfolio while working closely with experienced Wealth Management and investment professionals. 💬 Take on a client-facing role combining relationship management, business development and international exposure. About the offer 📝 Permanent contract 🏠 Location : Luxembourg 📲 Top 3 Key competencies : Private Banking / Wealth Management Business Development & Relationship Management Nordic Market Expertise About our client Sector : Financial Services / Private Banking / Wealth Management Values : Integrity | Client focus | Collaboration Employees : Luxembourg : Confidential | Worldwide : International Group Your missions As a Private Banker – Nordic Market , you will : Develop, manage and strengthen relationships with existing and prospective Danish or Swedish HNW/UHNW clients and intermediaries Identify client needs and coordinate tailored financial, investment, legal and tax-related solutions with internal specialists Develop the existing portfolio and identify new business opportunities within the Nordic market Ensure a high level of service and the efficient execution of client requests Represent the institution at client events, conferences and business development activities Monitor financial market developments and investment trends Collaborate closely with internal stakeholders to deliver tailored solutions Travel internationally to meet clients and develop the market This position is a great opportunity to : Take ownership of a Nordic client portfolio within an international Wealth Management environment Develop your business development skills and build long-term relationships with HNW/UHNW clients Work in a multicultural environment with strong exposure to international markets Your ideal profile 5+ years of experience in Private Banking / Wealth Management Proven experience working with Danish and/or Swedish HNW/UHNW clients Strong track record in business development and relationship management Excellent knowledge of Private Banking and Wealth Management products and services University degree in Finance, Economics, Business or a related field CFA, CAIA, CISI or another relevant financial certification is considered an advantage Excellent interpersonal, communication and negotiation skills Strong client and results-oriented mindset High level of integrity, discretion and professionalism Ability to work effectively in a multicultural environment Fluent in Danish or Swedish and English Willingness and ability to travel internationally A candidate experience with Source Up, it’s … Carry out a skills assessment (soft skills and technical skills) in order to better define your professional project Access to your test results to guide you to your best career choices Interview coaching session before the client meeting Consistent and fair recruitment process with respect, transparency and trust #LI-RL1 Department Finance, Compliance & Audit Locations Luxembourg city Remote status Hybrid About Source Up Source Up was founded in 2021 and is a company based in Luxembourg. We carry out our assignments in various sectors, ranging from banking, private equity, insurance, industry…with a pragmatic, proactive and solution-driven approach. 🎯 We strongly believe in the ideal of "having the right people in the right job". We combine people and technology to connect individuals to their future professional project 🔗 We work with passion for candidates and employers with the ambition to bring the greatest number of people to bloom in their professional environment 🌺