Client Account Manager/client Service Officer
il y a 2 semaines
**Locations**:Europe**Divisions**:Private Banking & Wealth Management**Roles**:AnalystClient RelationsComplianceCorporate AdvisoryCredit OfficerDevelopment/SalesFinanceFinancial PlanningOtherPrivate Client**Job Ref**:RS1772**Sulayman Khwaja**
**Recruitment Consultant**
**+44 1727 614 139**
Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.
We are thrilled to be collaborating with a prestigious Global Private Bank headquartered in Luxembourg, renowned for its exceptional financial services catering to UHNW families and entrepreneurs worldwide. Boasting a network of over 1400 branches globally, the Luxembourg team is actively seeking an experienced Client Service Officer/Client Account Manager to join them in pioneering a new era of growth and unparalleled client satisfaction.
**Key Responsibilities / Tasks**
- Collaborate with senior relationship managers within coverage teams to identify new opportunities and fulfill research requests. Document client profiles for onboarding purposes.
- Engage with clients and their representatives throughout the onboarding phase and KYC process.
- Maintain regular communication with clients alongside the designated relationship manager.
- Assist in the preparation of client meetings by offering a comprehensive overview of the bank, its products, and services. Draft meeting minutes as necessary.
- Regularly interact with clients regarding operational matters.
- Conduct periodic client reviews in accordance with KYC policies and within specified deadlines.
- Contribute to ongoing initiatives for process improvement aimed at enhancing client services.
**Key Qualifications / Experience**
- At least 3 years of experience within Wealth Management / Private Banking
- Acquired understanding of bank policies, processes and services
- Good problem-solving skills, multitasking and attention to detail
- Strong teamwork and organizational skills, ability to work under strict deadlines
- Client-centric and excellent communication skills
- Positive attitude, solution oriented and dynamic working approach
- Excellent German and English language skills, other languages are an advantage
- Located in Luxembourg.
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