Senior Private Banking Assistant
il y a 2 semaines
Job type:
- Permanent
Emp type: - Fulltime
Industry: - Private Banking & Wealth Management
Expertise: - Executive Management (C -level) Private Banking & Wealth Management
Location: - Luxembourg, Luxembourg
Job published:
Job ID:
- 33237
Senior Private Banking Assistant
Employer:
International Private Banking group with EU HQ based in Luxembourg
Reporting to:
Deputy Head of Private Banking
We are currently seeking a highly skilled and
experienced Senior Private Banking Assistant to join the international private banking group.
Responsibilities:
- Provide dedicated support to the Deputy Head of Private Banking, and deliver unparalleled service and support to Bank's clients.
- Efficiently handle transaction input, trades, processing, and followup tasks.
- Place orders in the system and diligently verify all posttransaction details.
- Execute various transactions on behalf of clients.
- Foster and maintain exceptional levels of service and communication with clients.
- Assist with client onboarding, ensuring checklists are completed and necessary KYC information is gathered.
- Coordinate and complete client account opening and due diligence reviews for existing clients.
- Cultivate and nurture positive client relationships to ensure their satisfaction.
- Effectively address and resolve client inquiries, providing prompt assistance and accurate information.
- Provide valuable assistance with Investment Advisory services for clients.
- Execute regular and adhoc tasks and assignments as set by the Head of the Department.
- Coordinate activities with all relevant departments within our organization.
Your Profile:
- Possess a minimum of 5 years of experience in the position in the Private Banking industry.
- Strong trading experience processing transactions and placing trades
- Great command of client relationship communication (management)
- Hold a university degree in Business Administration, Economics, Management, or a related field.
- A professional level of English, and French is a must, and any other European language will be considered an advantage
- Demonstrated a strong understanding of Private Banking, Asset Management, and Global Markets products.
- Familiarity with relevant rules and regulations such as AML/CTF, MiFID II, MAR, PRIIPs, etc.
- Exceptional personality with a cando attitude and the confidence to proactively engage with highnetworth clients.
- Excellent communication skills, both written and verbal.
- Detailoriented with a keen focus on accuracy and exceptional listening/comprehension abilities.
- Proficient in Excel, Word, and PowerPoint, and experienced with Bloomberg.
- Familiar with private banking systems e.g. Aquila, Temenos 24 etc.
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