Private Banking Assistant

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 passionate Private Banking Assistant who is passionate about client engagement and eager to contribute to our mission of empowering entrepreneurial minds to create lasting value. In this role, you will be a vital link between clients and our internal teams, ensuring the seamless execution of customer instructions while building strong relationships in a stimulating and dynamic work environment.

KEY RESPONSIBILITIES:

• Client Instruction Management: Receive, prepare, and execute customer instructions in compliance with internal procedures, including authorization processes and form management.
• Alternative Contact for CRO: Serve as an alternative contact for the Chief Relationship Officer (CRO), assisting with phone inquiries, meetings, and communication.
• Transaction Processing: Input transactions into our systems as required and ensure accuracy.
• Corporate Action Events: Collect and process customer instructions related to corporate action events efficiently.
• Research and Documentation: Conduct research as requested by the CRO and prepare necessary documentation.
• File Management: Ensure the accuracy and completeness of customer files, regularly updating information as needed.
• Interdepartmental Liaison: Act as the team’s point of contact for other departments, addressing troubleshooting requests and facilitating communication.
• Client Onboarding: Assist with onboarding new clients, ensuring compliance with AML, KYC, FATCA, and CRS regulations for account openings.
• Corporate Structure Analysis: Analyze and understand company structures to better assist clients.
• Team Monitoring: Monitor team deadlines and assist in follow-ups on pending issues to ensure timely resolution.
• Additional Support: Provide assistance to the CRO with any other delegated tasks as necessary.

THE CANDIDATE PROFILE:

• Bachelor’s degree in finance, business administration, or a related field preferred.
• 3-5 years of experience in a similar role in a private bank or financial services
• Strong understanding of private banking processes, financial products, and regulatory requirements (KYC, AML, FATCA, CRS).
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and banking software.
• Excellent communication and interpersonal skills, client-focused mindset.
• Strong organizational skills with the ability to prioritize tasks effectively.
• Fluency in both written and spoken French & English.

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.

We are seeking a detail oriented and passionate Private Banking Assistant who is passionate about client engagement and eager to contribute to our mission of empowering entrepreneurial minds to create lasting value. In this role, you will be a vital link between clients and our internal teams, ensuring the seamless execution of customer instructions while building strong relationships in a stimulating and dynamic work environment