Senior Relationship Manager, Greece

Senior Relationship Manager, Luxembourg

For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities. Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management division. Together we can make a great impact for our clients home and abroad, securing their lasting success and financial security.  

The Senior Relationship Manager works with the Wealth Management Senior Lead to meet agreed sales and revenue targets.  The Sales Specialist will generate detailed client / product knowledge, market knowledge and cultivate client relationships in order to generate sales opportunities. The Sales Specialist will work to develop deep understanding of the client need / product detail and Bank’s capabilities with the aim of meeting client satisfaction expectations. The Sales Specialist will be conversant relevant legal, regulatory and Bank policy requirements and operate accordingly. Together with the Lead Salesperson ensure liaison with existing clients. Researching and fostering new client opportunities. Building the necessary working relationships with origination, trading, research, client services, and operations staff – if applicable & to the degree that is commensurate with the business area - to ensure effective end to end client / product delivery.

Responsibilities

• Responsibility for growth of a dedicated portfolio of Greek HNW and UHNW clients with clear P&L accountability. Drive new client acquisition in the Greek and market and among the Greek diaspora with a strong focus on net new assets and revenue growth.

• Lead comprehensive, highly personalized relationship management for Greek private clients entrepreneurs and family offices coordinating all product and specialist support.  

• Overall responsibility for customer satisfaction and customer loyalty

• Supervision and coordination of administration and business management within the scope of valid processes and policies

• Increase share of wallet by identifying and executing cross-selling opportunities across investments, lending, wealth planning and corporate/investment banking solutions

• Oversee administration, onboarding quality and documentation of client relationships in line with internal processes, MiFID II, cross-border and Greek/EU regulatory requirements.

• Professional and strategic management of WM target customers, taking into account an investor-friendly policy and investment advice

• Asset allocation in terms of strategic and tactical asset allocation. Development and implementation of structured sales ideas in close collaboration with the Investment Manager

Skills

• University degree and/or recognized banking qualifications

• 15 years of experience in managing Greek UHNW relationships at a leading private bank dealing with strong track record in business development and P&L responsibility

• Builds strong trust-based partnerships with superiors and colleagues across markets and functions

• Strong team orientation, focused on collective results, sharing information and successes at team level

• Proven sales strength, goal orientation and ability to originate, negotiate and close complex client mandates

• Excellent communication and interpersonal skills, able to build long-term trusted relationships with sophisticated Greek clients and their advisors

• Deep understanding of the Greek market environment; tax and regulatory framework business culture, competitive landscape and cross-border constraints

• Good knowledge of the framework of the Luxembourg, Swiss and UK financial centre

• Willingness to travel regularly between booking centers and Greece.

• Readiness of mind, pro-active attitude, clear structured working methods

• Ability to work under pressure and meet deadlines

• Performance orientation and assertiveness

• Excellent English and German or French. Other languages will be an added value.

Wellbeing and Benefits

• This is an excellent opportunity for personal and professional development within a collaborative team in an international environment and interacting with highly motivated colleagues across the globe.

• Emotionally and mentally balanced: We support you in dealing with life crises, maintaining stability through illness, and maintaining good mental health.

• Physically thriving: We support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thrive.

• Socially connected: We strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self confidence and well being.

• Financially secure: We support you to meet personal financial goals during your active career and for the future.

What we’ll offer you

A healthy, engaged, and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why we are committed to providing an environment with your development and wellbeing at its centre.

Hybrid Working: We understand that employee expectations and preferences are changing. We have implemented a Hybrid Working Model that enables employees to reach a working pattern that works for them. Eligible employees have the opportunity to work from the office and remotely from home (subject to the role’s eligibility).

How we’ll support you

• Training and development to help you excel in your career

• Flexible working to assist you balance your personal priorities

• A culture of continuous learning to aid progression

• A range of flexible benefits that you can tailor to suit your needs

• We value diversity and as an equal opportunities’ employer, we make reasonable adjustments for those with a disability such as the provision of assistive equipment if required (for example, screen readers, assistive hearing devices, adapted keyboards)

The successful candidate will be asked to present a recent criminal record. All applications will be treated confidential.

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.