Danish-speaking Senior Associate Relationship Manager - Independent Financial Advisors (M/F).
bil.com Description Founded in 1856, Banque Internationale à Luxembourg (BIL) is the oldest multi-business bank in the Grand Duchy. It has played an active role in the main stages of development of the Luxembourg economy. It currently operates in retail, private and corporate banking, as well as on the financial markets. Employing more than 2,000 people, BIL is present in the financial centres of Luxembourg, Switzerland (since 1984), Denmark (since 2000), the Middle East (since 2005) and Sweden (since 2016). Responsibilities You will be responsible for taking care of clients by providing an excellent administrative service. The position is based in Luxembourg. The desk : Integrated to the Wealth Management Department of BIL, the Independent Financial Advisors (IFAs) team provides dedicated solutions to external assets managers and their private clients. What will you do? Provide high-level administrative, operational and commercial assistance to the RMs in client management. Day-to-day management and control of all the clients’ queries, in collaboration with RMs (accounts opening, , client visits, transfers, requests from IFAs, etc.). Proactive follow-up of accounts status. Proactively identify client needs and share the information with RMs. Prepare the offers and proposals in collaboration with RMs. Ensure the practical application of all the procedures, KYC surveillance permanent documentation of client activity and of the overall interaction with the client and monitoring of important transactions. Must Have Requirements What we need ? You have: Experience in handling with institutional and private clients both on the phone and per emails, in putting the clients first and provide a personal service Typically at least 5 years’ experience in the banking environment, in an administrative role Good knowledge of relevant internal processes and compliance obligation...
- Type d'emploi
- Temps plein
L-2953 Luxembourg, LU