Wealth Manager

Join Our Team as a Wealth Manager

Yes, you can! That's our attitude towards our work, ambitions, ideas, and relationships.

We at Luminor believe that anyone has the potential to achieve big things and encourage everyone to achieve them, professionally and personally.

As a Wealth Manager, your mission will be to:

• Build long-term relationships with High Net Worth individuals.

• Offer professional investment guidance.

• Ensure an exceptional client experience.

• Support business growth.

• Brief the Private Bankers team about financial market developments.

• Consult other Private Banking customers in complex cases.

• Represent Private Banking as an investment expert at customer seminars and events.

You will fit right in if you are an experienced and client-oriented Wealth Manager ready to strengthen our Private Banking team.

How You Will Make an Impact

By Building and Maintaining Relationships

• Build and maintain relationships with Private Banking clients.

• Take on the role of Investment Coach for the Private Banking segment.

By Supporting Investment Product Sales and Client Relations

• Attract new clients.

• Consult clients on investment, savings, and other banking products.

• Provide information about financial instruments and investment services.

• Identify client needs and expectations.

• Handle non-standard situations and provide individualized banking solutions.

• Participate in educational and social events for clients.

By Supporting the Organization

• Be prepared to represent the bank outside the organization when needed.

• Consult the Private Banking team on investments and financial market developments.

• Comply with all internal and external regulations regarding investment and ancillary services.

• Continuously develop professionally, including maintaining mandatory licenses.

What Makes You a Great Fit

Required Experience and Skills

• 3+ years of professional experience in financial markets.

• Excellent understanding of investment services and products.

• Strong relationship-building capabilities with business areas, partners, and suppliers.

• Excellent communication skills.

• Strong result and customer orientation.

• Ability to exercise sound judgment and make decisions.

• High energy level and positive attitude.

• High ethical standards, integrity, and commitment to best practices.

• Ability to act objectively and independently, avoiding conflicts of interest.

Qualifications

• BFAA Investment Advisor (IA) License.

• Higher education (preferred specialization in Finance, Economics or Business Administration).

• Fluent English and Latvian, both written and spoken, due to working at a Pan-Baltic level.

Note: This role involves meeting clients on-site in Riga. You are expected to work predominantly from the office while following a hybrid work model.

Why You Will Love Working Here:

• Gross salary. 3700-4500 EUR/month, which is to be determined depending on your level of experience and competencies

• Flexibility. Flexible working hours, Hybrid work, and the possibility to work from anywhere in the EU, Iceland, Switzerland, and the UK (in total 90 days per year)

• International teams. Teams that go outside Pan-Baltic borders, where people value challenging work together with good humor and having fun

• Culture. You’ll be joining a team where things move fast, ideas flow freely, and change is part of the everyday. It’s a dynamic environment that keeps you learning, growing, and never bored

• More vacation. Additional weeks of vacation are available to all employees who have been in the company for 1 year or more

• Volunteer time off. We care about giving back to society, therefore, you will get additional days off for volunteering purposes

• Paid leave. We are proud of our employees who are participating in military training. Therefore, Luminor offers 30 fully paid calendar days for military training every year

• Health benefits. A competitive benefits package in addition to your salary that includes health insurance after the first 3 months pass in all three Baltic states, as well as Health days in case of your absence due to sickness without a doctor's note needed

• Wellbeing. Access to tools and resources that help you feel good and be productive at work and in life

• Professional growth. Internal and external training programs, LinkedIn learning, workshops, conferences, online training, etc

• Special Offer for Luminor products & services. Enjoy special offers & pricing for products and services provided by Luminor

The application deadline is the 20th of the July. We are looking for a candidate primarily already located within the Baltics. Please apply with your CV in English and PDF format!