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Client director - Private wealth solutions

Other details

Function

The Client Director has a client facing position and reports directly to the Global Head of Private Wealth Solutions. The Private Wealth Solutions team is globally responsible for all our private clients. As a multi family office, this team provides all financial and administrative services and is specialized in wealth structuring. The Client Director will work closely with the Legal and Financial Account Managers. (S)He is responsible for his/her client portfolio and the client portfolio of his/her team. (S)He oversees a wide range of corporate, compliance and legal responsibilities. The Client Director is expected to continuously develop personally and professionally, deliver added value to the Private Wealth Solutions discipline and contribute to the further growth of our office in Luxembourg and our other offices.

Main responsibilities are:

  • Oversee the management of your client's portfolio, offering advice from our internal processes and collaborating with your team;
  • Cooperation with colleagues in other jurisdictions such as Singapore, UK, Netherlands, Curaçao and Malta;
  • Ensure that the delivery of client service in the team meets agreed service standards;
  • Build and foster strong relationships with (international) clients, (tax) advisors, lawyers, banks, private equity firms, corporate finance firms, notaries and authorities;
  • Motivate and mentor your team to identify and pursue potential business opportunities within the client’s portfolio and introduce prospective new business;
  • Contribute to the effective development of regulatory, compliance and risk management policies and procedures concerning specified client structures;
  • Deliver effective communication within the team, providing regular reporting and feedback so that agreed strategy and targets are achieved;
  • Be accessible and approachable to your team members, offering guidance and development when required;
  • Contribute to the achievement of Private Wealth Solutions' specific business development goals in the relevant jurisdiction(s) through proactive management and development of key client relationships and active contribution to cross selling opportunities;
  • In case we administrate the client companies, the Client Director also acts as a director of these companies, conducts client meetings and contributes to the board- en shareholders meetings.

Profile

As a Client Director, you will manage ad hoc activities next to your extensive client contact and daily work. In this position, you need to prioritize what is important, have a hands on, flexible and independent work mentality and be able to deal with stress and deadlines. A helicopter view is required since you are responsible for your team and your client portfolio's legal processes and requirements. You are proactive, know what you are capable of and possess excellent communication and leadership skills.

  • A university degree in law (corporate/ company/ fiscal law);
  • Residing in Luxembourg is a pre;
  • Experience in a similar role;
  • Experience with high net worth individuals / UBOs;
  • Demonstrable work experience with team leading skills;
  • Fluent in English (both orally and in writing);
  • Knowledge of the Dutch language is a pre;
  • Entrepreneurial business focus and problem solving attitude;
  • Self motivated and able to work independently while also being a strong team player;
  • Must be able to work on multiple issues, change priorities and organize workload; 

  • Is quality focused, business minded and delivers excellent service to our clients;

Publication date

19.11.2024

Contact person

Constantinou

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