Client Advisor Assistant

Quintet Luxembourg, , LUX, L-2955
Stroke 3Created with Sketch.
< Back to search Apply Now

Purpose of the Job

 

You would be an important part of a highly qualified, diverse Private Banking team, you will work closely with our Client Advisors in Wealth Management to deliver outstanding service to our clients. You will be responsible for receiving, verifying and executing client transactions as well as ongoing support and follow up in relation to credit transactions. Additionally, amongst your responsibilities will be coordinating, completing and following up client account opening and ongoing client due diligence reviews. The role is focused on building effective relationships both internally as part of a team and externally to the banks UHNW clients. You will require sufficient experience and seniority in order to proactively be involved in Wealth management initiatives.

Key Accountabilities

 

  • Onboarding clients: completing checklists and gathering KYC information; entering it on system; Accurate and attention to detail
  • Improving existing processes 
  • Front facing/Direct communication with client
  • Transaction input & Follow up
  • Dealing effectively with client enquiries / Client services
  • Credit transactions
  • Work as part of a fully functional private banking team
  • Responsible for maintaining positive client relationships

Knowledge and Experience

 

  • Academic background Finance / Economics and/or first professional experience required 
     

Attributes and Qualities

 

  • Able to deal with sophisticated clients
  • Good financial knowledge with working knowledge of in-vestment products, rules and regulations, Compliance and regulations 
  • Accurate and attention to detail, Proactive, uses initiative and self motivated, Client focused with strong communica-tion skills, Mature, Can do attitude with strong problem solving ability,  Ability to work under pressure within tight dead-lines

Technical Skills

 

  • MS office

Languages Skills

 

  • Fluent in English
< Back to search Apply Now