Client Account Manager/Client Service Officer > Redstone Search > Joboolo FR :

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets.


With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.


We are thrilled to be collaborating with a prestigious Global Private Bank headquartered in Luxembourg, renowned for its exceptional financial services catering to UHNW families and entrepreneurs worldwide.


Boasting a network of over 1400 branches globally, the Luxembourg team is actively seeking an experienced Client Service Officer/Client Account Manager to join them in pioneering a new era of growth and unparalleled client satisfaction.

• Collaborate with senior relationship managers within coverage teams to identify new opportunities and fulfill research requests.
  
  
  Document client profiles for onboarding purposes.


• Engage with clients and their representatives throughout the onboarding phase and KYC process.


• Maintain regular communication with clients alongside the designated relationship manager.


• Assist in the preparation of client meetings by offering a comprehensive overview of the bank, its products, and services.
  
  
  Draft meeting minutes as necessary.


• Regularly interact with clients regarding operational matters.


• Conduct periodic client reviews in accordance with KYC policies and within specified deadlines.


• Facilitate the execution of various transaction service requirements and product application processes including payments, deposits, loans, security transactions, and statements.


• Contribute to ongoing initiatives for process improvement aimed at enhancing client services.

• At least 3 years of experience within Wealth Management / Private Banking.


• Acquired understanding of bank policies, processes and services.


• Good problem-solving skills, multitasking and attention to detail.


• Strong teamwork and organizational skills, ability to work under strict deadlines.


• Client-centric and excellent communication skills.


• Positive attitude, solution oriented and dynamic working approach.


• Excellent German and English language skills, other languages are an advantage.


• Located in Luxembourg.

If you match the job description and are keen on applying for this role, please send us a copy of your resume/cover letter to *****
* or submit your application through the Vacancy Form.