Private Banker - Nordic Market

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

Department Finance, Compliance & Audit Locations Luxembourg city Remote status Hybrid