Client Advisor Assistant (Bilingual NL & FR)
Client Advisor Assistant (Bilingual NL & FR)
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Job Description
Purpose of the Job
Puilaetco -Quintet Private Bankis a leading private bank in the wealth management sector; we are committed to our clients and their families and pride ourselves on our personalised service based on a deep understanding of what clients want to are a bank headquartered in Luxembourg with branches in Belgium Denmark Germany Netherlands and a subsidiary in the UK and supervised by the ECB with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth
When you join Quintet you are joining a company that values diversity of background equal access to opportunities career development collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes.
As a Client Advisor Assistant you will be working closely and responsible to provide support to several client advisors. As a Client Advisor Assistant you will be in direct contact with clients and you will be actively and significantly contributing to the development of sustainable client relationships and a strong client experience. You will be providing superior administrative commercial organisational and operational support across multiple client-related processes covering the whole lifecycle of the client families we serve.
Key Accountabilities
Commercial Support
- Support with the management of clients wealth including the preparation organisation of events meetings calls with (prospects or) clients welcoming and meeting with clients taking ownership of post meeting follow-up actions
- Contact clients as requested by the client advisors by telephone letter or in person to ensure clients needs are met including arrangement of meetings annual reviews and similar activities support in answering client calls and responding to client queries
- Support client advisors to establish maintain a sustainable client relationship with the bank and actively contributing to a strong client experience and successfully acquire new clients or assets
Operational Support
- Accept and process client instructions such as payments securities and FX transactions in line with internal applicable procedures
- Support client advisors to manage appropriately the onboarding of new clients and the opening / closing of client accounts
Risk Management Support
- Support client advisors to carry out timely and appropriately risk assessment both for clients newly onboarded and existing clients in line with the internal FCC requirements and internal quality standards
- Support to ensure that all client related processes and transactions are carried out in accordance with applicable internal procedures
- Assist in the handling and resolution of risk compliance and document related matters in close collaboration with the specialists of Compliance Risk Credits and Operations Live by and demonstrate a strong Risk & Compliance culture of in all relevant tasks and throughout the company. Is accountable to proactively flag Risk & Compliance issue
Administrative Support
- Support to update and maintain up to standards KYC/KYT documentation and client data records in the banking client relationship management and other banking systems as appropriate Prepare check and dispatch client valuation records and portfolio statements Plan organise travel and accommodation prepare and process expense reports and carry out other general administrative tasks
Knowledge and Experience
- Strong financial knowledge with working knowledge of investment products rules and regulations Compliance (Mifid KYC KYT AML)
- 5 years experience in similar role as Client Advisor Assistant or Client Advisor
Attributes and Qualities
- Accurate and attention to detail
- Proactive uses initiative and self-motivated
- Client focused with effective communication skills
- Ability to work under pressure within tight deadlines and client experience in mind
- Great organisational and prioritization skills
Technical Skills
- Proficient use of MS Office( Excel PowerPoint)
Languages Skills
- French and/or Dutch: fluent or advanced
- English: fluent or advanced
Required Experience:
Unclear Seniority
Employment Type
Advisor
