Client Services Officer (H/F) - CDI
Banque de Patrimoines Privés
Luxembourg
il y a 21h
source : jobs.lu

Banque de Patrimoine Privées (BPP) is a banking entity owned 100% by the Crèdit Andorrà Group, located in Luxembourg under the regulation of the CSSF, and with presence in the country since 2010.

Our international private banking service is modeled by its exclusivity, tailor made solutions, independence and discretion.

We offer our clients a boutique service sharing with them their vision of a private banking that is in constant evolution and progress in a complex environment while retaining the traditional values of prudence and rigor.

We are looking for a : Client Services Officer (H / F) - CDI Main roles and domain expert : You will be responsible for receiving, verifying and executing client transactions Send customers all the information requested : details of transactions, account statements and tax reports, customized reports, etc.

Assist in resolving trade discrepancies caused from trade failures, breaks, etc. Provide support to the management and compliance (client information, audit, onboarding, etc.

Manage the relationships with providers (mails, documentation to regularize, fees) Play a key role within the control framework to monitor internal dealing to identify / escalate potential fraudulent or unusual trading activity.

  • Review and confirm all Trading Desk operating & brokerage fees. Professional skills and experience : Graduate degree or equivalent;
  • At least 3 relevant professional experience, e.g. a Front Office role, would be an advantage; Good understanding of financial markets and good knowledge of investment products and other financial instruments, e.

  • g. FX; Good knowledge of securities and transfers operations, including preferably account opening; Avaloq experience is an advantage;
  • Flexible and autonomous, quickly adapting to a new environment and easily integrating into the team; Excellent knowledge of MS Office applications;
  • Fluency in French and English is a requirement and any other language is an advantage; You are immediately available You can look forward to an interesting and broad field of activities within a successfully growing company.

    You will experience the advantages of a bank of manageable size, flat hierarchies and an attractive work environment providing you a long-

    term perspective for your personal and professional development.

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