Client Advisor Assistant

Quintet Luxembourg, Luxembourg, LUX, L-2955
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Purpose of the Job

 

Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (<2,000 employees across 50 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth. 
After a successful first phase implementation of our new development plan on the French Market, we are taking the next steps in our expansion plans. For this purpose, we are looking for an experienced Client Advisor Assistant to support our team in Luxembourg. The Client Advisor Assistant is an important part of a highly qualified, diverse Private Banking team, working closely with our Client Advisors in Wealth Management to deliver outstanding service to our clients. She/he is responsible for receiving, verifying and executing client transactions as well as ongoing support and follow up in relation to credit transactions. Additionally, amongst her/his responsibilities 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 our UHNWI clients. The function requires sufficient experience and seniority in order to proactively be involved in Wealth management initiatives. The right candidate will be based in Luxembourg. 

Key Accountabilities

 

  • Onboarding clients: completing checklists and gathering KYC information; entering it on system     
  • Improving existing processes                                     
  • Front facing, direct communication with client                        
  • Able to deal with sophisticated clients and understanding client needs            
  • Transaction input & Follow up                                     
  • Dealing effectively with client enquiries, creating strong client experiences         
  • Credit transactions                                        
  • Ability to adapt in fast paced and changing environment                    
  • Work as part of a fully functional private banking team/Supportive and strong team player
     

Knowledge and Experience

 

  • Strong financial knowledge with working knowledge of investment products, rules and regulations, Compliance (Mifid, KYC, KYT, AML)
  • +5 years’ experience in similar role as Client Advisor Assistant or Client Advisor.
     

Attributes and Qualities

 

  • Accurate and attention to detail
  • Proactive, uses initiative and self-motivated
  • Client focused with strong communication skills
  • Ability to work under pressure within tight deadlines and client experience in mind 
     

Technical Skills

 

  • MS Office (Outlook, PPT, Excel), order handling etc.

Languages Skills

 

  • French and English (fluent / advanced)
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