Private Banking Assistant

Why apply ?

🌍 Join a vibrant company dedicated to empower entrepreunerial minds and create value.

💡 Benefit from working alongside diverse teams, accelerating your technical expertise, devising innovative solutions, and mastering your domain.

💬 Become part of a boutique bank currently operating in nearly 40 locations worldwide

About the offer

📝 Permanent contract

🏠 Location : Luxembourg

📲 Top 3 Key competencies :

Previous experience in KYC
Excellent verbal and written communication skills
Fluency in French and English

About our client

Sector : Private Banking

Values : Passion | Accountability | Teamwork

Employees : Worldwide : 2500+

Your missions

Are you a dynamic and proactive individual with a passion for delivering exceptional service? Do you thrive in a fast-paced environment and possess a strong can-do attitude? If so, we have an exciting opportunity for you to join our Private Banking team as a Private Banking Assistant.

As Private Banking Assistant, you will :

Act as the first point of contact for clients, ensuring all their inquiries and needs are met with the highest level of service and professionalism.

Communicate effectively with both internal teams and clients, ensuring smooth and clear exchanges of information.

Utilize your knowledge of KYC regulations to assist in client onboarding and ongoing compliance processes.

Assist in the daily management of client accounts, including processing transactions, updating client records, and ensuring the accuracy of financial information.

Arrange and prepare materials for client meetings, including presentations, financial reports, and follow-up actions.

Prepare and manage various documents, including account opening forms, investment proposals, and correspondence with clients.

Conduct research on market trends and investment opportunities to support Private Bankers in providing informed advice to clients.

Provide comprehensive administrative support to Private Bankers, including scheduling meetings, preparing documentation, and managing client files.

Assist in maintaining and enhancing client relationships by delivering personalized service and anticipating client needs.

Ensure all client interactions and transactions comply with internal policies and regulatory requirements.

This position is a great opportunity to :

Interact with high-net-worth individuals and manage sophisticated financial needs, providing valuable experience in client relationship management.
Provide a solid foundation for a career in banking or financial services. With tasks ranging from client support to compliance and account management, you gain a comprehensive understanding of the banking industry.

Your ideal profile

Previous experience in a private banking or financial services environment is preferred.
Fluency in both French and English is essential for this role.
Solid understanding of KYC and compliance processes within the banking sector.

Excellent verbal and written communication skills, with the ability to communicate clearly and confidently with clients and colleagues.
A dynamic and proactive approach, with a strong can-do attitude and a willingness to go the extra mile for clients and the team.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with banking software systems.
Strong organizational skills with the ability to manage multiple task and deadlines while maintaining accuracy.
A client-oriented mindset with the ability to anticipate client needs and provide tailored solutions.

A candidate experience with Source Up, it’s …

Carry out a skills assessment (soft skills and technical skills) in order to better define your professional project
Access to your test results to guide you to your best career choices
Interview coaching session before the client meeting
Consistent and fair recruitment process with respect, transparency and trust

Private Banking Assistant

About Source Up

Private Banking Assistant