Private Banking Assistant
Publiée le 05/10/2024
DO Recruitment Advisors
- Luxembourg-Ville
- Banque
- Finance
- Entre 60k et 80k € / an
PRIVATE BANKING ASSISTANT (M/F)
THE JOB:
DO Recruitment Advisors is delighted to be recruiting on behalf of a prestigious international private bank.
We are seeking a detail-oriented and proactive Private Banking Assistant to support our private banking team in delivering exceptional client service. The ideal candidate will have a strong understanding of financial products and services, excellent organizational skills, and the ability to manage multiple tasks in a fast-paced environment.
Key responsibilities:
Client Support:
- Assist private bankers in managing client accounts and relationships.
- Respond to client inquiries and provide timely information regarding account statuses, transactions, and services.
- Manage onboarding, AML/ KYC processes.
- Prepare and maintain client documentation and records.
Administrative Tasks:
- Schedule appointments and coordinate meetings for private bankers.
- Manage calendars, including follow-ups and reminders for client meetings.
- Prepare reports and presentations for client meetings and team discussions.
Transaction Processing:
- Facilitate the processing of account transactions, including deposits, withdrawals, and transfers.
- Ensure compliance with regulatory requirements and internal policies.
- Assist in the preparation of client proposals and investment portfolios.
Communication:
- Maintain regular communication with clients to ensure their needs are met.
- Collaborate with other departments to resolve client issues and provide comprehensive service.
THE CANDIDATE PROFILE:
- Bachelor's degree in finance, business administration, or a related field preferred.
- Previous experience (3 years plus) in banking, finance, or a customer service role.
- Good knowledge of KYC processes.
- Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and banking software.
- Excellent communication and interpersonal skills.
- Strong organizational skills with the ability to prioritize tasks effectively.
- Fluency in both written and spoken French & English.
- High attention to detail and accuracy.
THE CLIENT:
Our client is a prestigious international private bank located in the heart of Luxembourg.
Note:
At the final stages of the recruitment process, the successful candidate can be asked to provide supporting documentation such as, for example, copies of diplomas or proof of previous jobs, and a standard criminal record check might also be requested.
