Crédit Agricole Indosuez Wealth

Wealth Manager - Polish Market H/F

Crédit Agricole Indosuez Wealth

Luxembourg (On-site)

Job Type Permanent contract
Experience 3-5 years
Posted 3 weeks 6 days ago
On-site 3-5 years Level

By joining the Polish team, you will be responsible for developing your own client portfolio and ensuring its day-to-day follow-up for the Polish market.

Your main mission is to maintain and develop relationships with HNWI/UHNWI clients on the Polish market.

  • Build, maintain and develop a professional network to develop business with existing and new wealthy clients and contribute to growing business and assets under management for the bank.
  • Develop a deep knowledge of clients and their global financial, fiscal and legal situations, and build holistic but tailored strategies covering suitable products and services.
  • Promote the complete range of services and products offered by the bank and Group.
  • Manage the operational aspects of client relationships.
  • Identify and manage all risks and compliance issues for clients and the bank, based on the latest regulations issued by competent national and international authorities and the Group.

Requirements

  • Master's degree in economics, finance or law.
  • At least 4 years of professional experience in a similar position.
  • Solutions-oriented mindset.
  • Strong client relationship and communication skills.
  • Good knowledge of wealth management products and services for UHNWI/HNWI clients.
  • Good knowledge of the Polish market's tax, regulatory and compliance environment.
  • Readiness to live in or move to Luxembourg and travel to Poland for business.
  • Fluent Polish and English; French is an additional asset.
  • Proficiency with MS Office tools.

About Indosuez Wealth Management

The Indosuez Wealth Management Group is Crédit Agricole Group's global wealth management brand. It manages more than 200 billion euros in assets and has 4,500 employees across 16 territories in Europe, Asia Pacific and the Middle East.

Starting date: 01/11/2026

Position with management: No

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