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 :

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

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