Client Account Manager/Client Service Officer

Redstone Search; Paris; Sur place; EUR 40 000 - 60 000; Plein temps

Résumé du poste

An established industry player is seeking a dynamic Client Service Officer to enhance client satisfaction and drive growth. In this pivotal role, you'll collaborate with senior relationship managers, engage with clients during onboarding, and facilitate various transaction services. Your expertise in Wealth Management and Private Banking, combined with excellent communication skills in English and German, will be crucial in providing tailored solutions to clients. Join a prestigious Global Private Bank and contribute to a culture of excellence and innovation, where your efforts will significantly impact the client experience.

Qualifications

• 3+ years of experience in Wealth Management or Private Banking.
• Strong communication skills in English and German, other languages are a plus.

Responsabilités

• Collaborate with relationship managers to identify new opportunities.
• Engage with clients during onboarding and KYC processes.
• Conduct periodic client reviews and maintain communication.

Connaissances

Problem-solving skills

Multitasking

Attention to detail

Client-centric approach

Excellent communication skills

Teamwork

Organizational skills

Positive attitude

Description du poste

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.

Key Responsibilities / Tasks

• 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.

Key Qualifications / Experience

• 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 [e-mail] or submit your application through the Vacancy Form.