Emplois actuels liés à Assistant Relationship Manager Private Banking 100% - Luxembourg - Julius Baer
-
Assistant-e de Gestion Private Banking
il y a 1 semaine
Luxembourg Banque de Luxembourg Temps plein**Type de contrat**: CDI **Temps de travail**: Temps plein **Activités / Missions**: Depuis 100 ans, la Banque de Luxembourg accompagne des particuliers, des familles et des entrepreneurs dans la constitution, la gestion et la transmission de leur patrimoine et compte aujourd'hui parmi les plus importantes banques privées de la Place. En tant...
-
Assistant Relationship Manager Intermediaries 100%
il y a 1 semaine
Luxembourg Julius Baer Temps pleinAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant supports the Relationship Manager (RM) with all EAM, EFA and end-client related administrative tasks....
-
Account Manager
il y a 4 jours
Luxembourg ING Temps pleinING Luxembourg is looking for its Private Banking Client department an **Account Manager (M/F)** As an **Account manager **within the Private Banking team, you will be in charge of providing administrative and client services support to a team of relationship managers (Private Bankers). You will also be the interface between the commercial team, the...
-
Client Relationship manager assistant
il y a 2 semaines
Luxembourg, Luxembourg Harry Hope. Temps pleinHarry Hope, cabinet de recrutement accompagne candidats et entreprises dans leurs recherches des meilleures opportunités au luxembourg. Afin de mieux répondre à vos enjeux, tous nos consultants sont spécialisés par secteur d'activité et zone géographique. POSTE We are recruiting on behalf of one of our clients, a prestigious Family Office based in...
-
Account Officer Private Banking
il y a 1 semaine
Luxembourg EFG International Temps pleinGeneral Info - Department: Private Banking - Work time Percentage: 100% - Location: Luxembourg Our Company EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an...
-
Relationship Manager
il y a 1 semaine
Luxembourg Bank of Singapore Wealth Management Temps pleinA- Posted by - Amelie Cocu- RecruiterYour responsibilities will include to: - Source prospects and actively develop new business (European Economic Area residents) - Build market share and enhance client asset size over time - Develop and manage client relationships - Achieve annual revenue and net new money targets - Work closely with the Client Service...
-
Assistant Director, Client Relationship Management
il y a 2 jours
Luxembourg NatWest Temps pleinJoin us as an Assistant Director in Client Relationship Management - We’re looking for someone to establish and build relationships with prospective institutional banking customers, and work with relationship managers to achieve business wins - You’ll be identifying, managing and escalating conduct risk to deliver key customer outcomes - This is an...
-
Treasury Assistant, Global Private Equity Firm
il y a 2 semaines
Luxembourg PER, Private Equity Recruitment Temps pleinPER, Private Equity Recruitment LuxembourgPosted 2 hours ago Permanent Competitive - Treasury Assistant, Global Private Equity Firm, Luxembourg **About our client** We are partnering with a hugely impressive global private equity firm which are looking to bring in a Treasury Assistant to support across the Treasury and AP function covering a range of...
-
Head of Private Banking
il y a 9 heures
Luxembourg VP Bank (Luxembourg) SA & VP Fund Solutions (Luxembourg) SA Temps plein**Head of Private Banking - Swedish Business**: Do you always go the extra mile? Are you a natural communicator, focused on clients and driven by results? Then let's work together to exceed the expectations of our clients and to continue to write the success story of VP Bank. We will give you the room you need to pursue your passion for innovation and to...
-
Relationship Assistant, Client Coverage
il y a 1 semaine
Luxembourg RBS International Temps pleinJoin us as a Relationship Assistant, Client Coverage - Join our client management team in RBS International in an exciting sales focussed role - We’re looking for someone to establish and build relationships with prospective corporate customers, and work with relationship managers to achieve business wins - You’ll be identifying, managing and escalating...
Assistant Relationship Manager Private Banking 100%
il y a 3 semaines
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.
The Assistant Relationship Manager Private Banking is a key member of the team within Private Banking. He/she supports the Relationship Manager and Team Head in all tasks related to the delivery of excellent service to the clients.
**YOUR CHALLENGE**:
- Assist Relationship Managers (RM) in the day-to-day work servicing clients and handling administrative issues
- Attend incoming calls and ensure that always a prompt service provided
- Handle the account openings for new clients as well as account maintenance to existing clients including implementation of agreed fees and monitoring of applied fees
- Ensure efficient and prompt handling of orders, trades, transactions, payments etc. received from the client directly
- Monitor the maturity list for deposits, loans, trades; take action were instruction is standard, seek instructions (from RM or client) if necessary and required
- Maintain and update records of client instructions, client details and preferences
- Provide clients with information and data in verbal and/or written form, without giving advice or statement of opinion/no judge value
- Liaise with other RM-Teams, Operations & IT
- Ensure always adherence to compliance, legal guidelines, internal rules, regulations & policies etc.
**YOUR PROFILE**:
- Relevant higher educational and professional background e.g. Bachelor’s Degree or banking apprenticeship combined first work experience and or relevant internal training
- Successfully passed the relevant regulatory online training for RMA information givers
- Some experience as a self-motivated Assistant to a Relationship Manager or in the area of portfolio management / investment advisory
- Understand the key characteristics, risk and features of those investment products available
- Understand the characteristics, scope and total amount of costs and charges to be incurred by the client in the context of transactions in an investment product, investment services or ancillary services
- Understand how financial markets function, the structure and how they affect the value and pricing of investment products which information will provided to the client
- Understand the impact of economic figures, national/regional/global events on markets and on the value of investment products which information will be provided to the client
- Understand the difference between past performance and future performance scenarios as well as the limits of predictive forecasting
- Understand issues relating to market abuse and anti-money laundering
- Assess data relevant to the investment products on which will be provided to the client, such as Key Investor Information, Documents, prospectuses, financial statements or financial data
- Basic knowledge of valuation principles for the type of investment products in relations to the information which will be provided to the client
- Able to work independently, well organized, swift and accurate even when under pressure
- Service oriented, discreet and responsible
- Friendly, open personality, well-presented and professional appearance
- Very good oral and written language skills in Italian and English and relevant market related language skills
