Private Desk Officer

il y a 2 semaines

Luxembourg, Luxembourg CSA Associats Temps plein

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Who are we?


We are an IT Company and we are dedicated to providing solutions or answers to the technological needs of companies, our experience in the IT Sector has also led us to help companies to find and recruit IT talent, accompany people in the process of search and professional change within the world of Technology and information.

We are looking for a Private Desk Officer to work in the team of one of our clients located in Luxemburgo

Missions
The Private Desk Officer provides a strategic advice to bankers and straightly to clients.

One of the main purposes of this role is to guide the other jurisdictions bankers to give

a better service to their clients. The Private Desk Officer has also to develop an own

portfolio of direct clients or clients introduced by IFAS from all jurisdictions.

Key Requirements

  • Higher education (min BAC+3) in Finance
  • 12 years of work experience
  • Proficient in MS Office
  • Languages: English and Spanish mandatory, French an asset

Key soft skills

  • You are able to work under pressure and to respect deadlines;
  • You are proactive, openminded, rigorous, responsible and a fast learner with a
dynamic personality;

  • You have an inquisitive mind and analytical skills;
  • Organisational skills;
  • Flexible and adaptable;
  • Rigorous, team player and enthusiastic.

Key Responsibilities

  • Process instructions coming from other jurisdictions managers and bankers,
and from clients like providing statements, execute orders or any other

requirement

  • Coordinate with Credits/Risk in order to maintain duly updated Credits,
minimize/monitor clients' Credits portfolio and seek for new leverage

opportunities

  • Coordinate with Client Admin and Compliance to duly remediate existing
accounts and improve quality of our flies in order to minimize audit's

points/issues

  • Coordinate assessment from Luxembourg in order to optimize clients' portfolios
and improve negative or low ROAs from accounts

  • Improve NNM from other jurisdictions taking and active roll helping other
bankers and prospects make new clients easier.

  • Prospecting IFAs and Life insurance companies in Luxembourg through all the
Fiduciaries in Luxembourg in order to increase new clients and NNM.

  • Prospecting new other references in order to improve PD own clients.

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