CRM (M/F) - Fixed-term contract
KBL European Private Bankers
Luxembourg, LU
il y a 1 mois

Job Responsibilities :

  • Correct and adequate set up of accounts, operational flows, agreements and tariffs for Investment Funds,
  • Responsible for the set up of delivery in the state of the art of any new service and solutions with related tariffs and agreements for existing client or brand new business in coordination with the different services of KBL,
  • Escalation point for the Client for all matters exceeding the day to day with operationals and requiring an active coordination between the various parties on behalf of the Client,
  • Ensure regular contacts and reviews of quality service with the Client (phone calls or visits) and leads corrective actions in the overall organization when necessary,
  • Identify cross-selling opportunities and coordinate a setup and pricing offer to the Client,
  • Develop legal, regulatory and technical knowledge and keep abreast of Industry initiatives by participating in events, training and working groups (internal KBL / KTL / EFA and external),
  • Develop relationships with external third-parties who will have influence over Clients (e.g. consultants, associations, etc.),
  • Represent the Bank in all industry / marketing events as and when necessary.
  • Qualifications :

  • Education : Minimum BAC + 3 in Economy, Finance or Accounting,
  • At least 5 years of experience within the Bank in Investment Funds,
  • Good knowledge of Investment Funds (laws, regulations and operational processes),
  • Good knowledge of the Bank as well as EFA's activities,
  • Good experience in managing multiple Client relations.
  • Skills :

  • Ability to build and manage relationships with internal and external clients,
  • Strong communication and negotiation skills,
  • Thorough understanding of the assigned relationship requirements and strategic imperatives,
  • Stress resistant,
  • Strong organizational skills.
  • Languages :

  • English and French are required,
  • German is an asset,
  • Any other languages is a plus.
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