Private Banking Assistant

il y a 6 jours

Luxembourg Edmond de Rothschild Temps plein

MISSION

**Proactively provide a daily administrative, operational and commercial support to Private Bankers in order to serve the client in a spirit of excellence**

ACTIVITIES

**Execute all the financial operations requested in order to meet these requests in accordance with procedures and deadlines of the Bank**:

- Handle stock market transactions, foreign exchange transactions and securities transactions (entry, control and monitoring of operations)
- Handle securities and cash transfer operations (entry, control and monitoring of operations)
- Handle term deposits and fiduciary deposits (creation, modification, cancellation, monitoring of operations)
- Provide daily support to team members in terms of validation and for all complex operations

**Ensure the successful completion of operations and organize tasks in case of absence in order to control the compliance of operations**:

- Process all activity monitoring information and inform Private Bankers of any anomalies (internal control, risks, compliance)
- Confirm if necessary, the transactions initiated with Private Bankers and/or clients
- Organization of the work that is on hold in case of absence
- To commit, in view of the procedures and the regulatory environment, to detect any non-compliant transaction
- Contribute to the establishment of procedures governing anomalies to avoid any risk to the bank

**Prepare the necessary documentation for Private Bankers in order to help them in the administrative tasks related to the functioning of the accounts**:

- Prepare and analyze the necessary account opening documentation according to the cases encountered. Carry out administrative follow-up of account openings and administrative regularizations.
- Carry out requests for changes in the accounts (transition to investment mandates, follow-up of closures)
- Internally coordinate the requested operations.
- Process the implementation of loan establishment requests.
- Ensure that all the documents necessary for clients’ visits are obtained (reporting, update on current operations, follow-up of the processes on hold since the last visit, verification of all types of regularizations)
- Keep up to date with new regulatory aspects in order to monitor the Bank’s procedure
- Attend all training provided by the Bank
- Master all the financial products present in the client’s portfolios

PROFILE
- Bachelor degree and/or master in managements/economics
- Fluent in Portuguese, English and/or French
- Minimum experience of 1 year in a similar role
- Good interpersonal skills
- Team spirit

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