Client Account Manager/client Service Officer

il y a 4 jours

Luxembourg Redstone Search Group Temps plein

**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.

  • Client Account Manager

    il y a 2 jours

    Luxembourg UBS Luxembourg Temps plein

    **Client Account Manager (F/M)**: Job Reference #286003BR **Your role** Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you want to be part of a high performing team? Do you have a "can do" mentality and want to be part of our growth story and create impact? **We’re looking for a Client account manager...

  • Client Service Management

    il y a 2 jours

    Luxembourg State Street Temps plein

    **Who we are looking for** The Officer in the Account Opening team in Luxembourg will be mainly responsible of the oversight of the BOAT CST and FSU Team in Poland and needs as such good experience in the whole Account Opening set up and different market requirements. You will have direct relationship with the various internal teams of the bank (risk,...

  • Client Account Manager

    il y a 1 semaine

    Luxembourg UBS Temps plein

    Luxembourg - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 274231BR **City** - Luxembourg **Job Type** - Full Time, Temporary / Contract **Your role** - Are you ready to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure? - We’re looking for a...

  • Client Service Manager

    il y a 1 semaine

    Luxembourg Crimson Panda Temps plein

    Crimson Panda are proud to be partnered with Apex Group who are looking for a Client Services Manager (Fund Accounts) Role Location: Munsbach Department: PE Fund Administration Employment Type: Permanent contract **The Role & Key Responsibilities**: - Management and oversight of team of PE fund accounts and associated clients, ensuring efficient work...

  • Client Account Officer Luxembourg

    il y a 4 jours

    Luxembourg EFG International Temps plein

    General 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...

  • Client Services Manager

    il y a 4 jours

    Luxembourg IQ-EQ Temps plein

    **Company Description** IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide Would you like to work with dynamic Private Equity clients? Our Private Equity team is looking for a Senior...

  • Client Accountant

    il y a 4 jours

    Luxembourg CSC (Corporation Service Company) Temps plein

    Client Accountant CSC, Luxembourg Full Time, Hybrid **Some of the things you will be doing**: - Responsible for maintaining a portfolio of Special Purpose Vehicles (SPVs) and client relationship - Bank and Cash administration - Invoice management (Accounts payables/Accounts receivables) - Bookkeeping, preparation of financial reports, working papers and...

  • Client Accounting Assistant Manager

    il y a 4 jours

    Luxembourg CSC (Corporation Service Company) Temps plein

    **Ready to change how business gets done? **_So are we. _** **Client Accounting Assistant Manager-Capital Markets** **Strassen, Luxembourg** **Monday through Friday 8:00 to 5:00** CSC ® is the world’s leading provider of business, legal, tax, and digital brand services to companies around the globe. Our clients include many of the Fortune 500,...

  • Client Service Manager

    il y a 1 semaine

    Luxembourg MFS Investment Management Temps plein

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...

  • Client Service Manager

    il y a 4 jours

    Luxembourg MFS Investment Management Temps plein

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...