Private Banker Assistant
il y a 3 jours
This a great opportunity to join a Prestigious Banking institution, with international activities. Located in Kirchberg and offering excellent benefits and work life balance, this bank is looking for a professional to support Private Bankers in their daily activities, ranging from client relationship to compliance & finance matters.
LHH Recruitment Solutions offers extensive HR solutions through one unique brand. We are specialised in the employment of middle and top management and highly qualified professionals in contracting, temporary and permanent placement. At LHH Recruitment Solutions, we believe in talent, not labels, and embrace diversity and promote more inclusive employment to our clients and partners.
**Your Responsibilities**
- Foster and manage client relationships by delivering high-quality services and information about the Bank's products.
- Stay informed and adhere to relevant laws and regulations, including AML/CTF, MiFID, Data Protection, CRS, etc.
- Aid bankers in complying with applicable laws, guidelines, and bank policies.
- Collaborate with various stakeholders, such as advisory, middle office, back office, risk, and compliance teams, in managing client relationships.
- Oversee day-to-day activities of bank accounts and investment services.
- Support clients with documentation related to business relationships, including bank accounts, payment services, and investment services.
- Assist bankers in providing clients with authorized analysis, marketing materials, and necessary support.
- Receive and process trade orders, ensuring suitability controls, execution in clients' best interests, and keeping clients informed.
- Collaborate with Compliance and Risk functions to address regulatory requirements and risk management.
- Stay updated on industry, economic, and regulatory developments for maintaining high-quality client service.
- Plan and measure actions in alignment with commercial goals, meeting expectations and deliverable frameworks.
**Your Profile**
- 3+ years of experience in relevant positions (client relationship, banking, etc.)
- Degree educated in Finance or other relevant fields
- Fluent in **English & Portuguese** with French being an advantage
To include yourself within this recruitment process; to find out more information about this role; or to discuss other career opportunities we have available, please contact Valter Gaifém Queirós as soon as possible - CONFIDENTIALITY ASSURED.
Ready For Next.
LI-VG1
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