Private Banking Relationship Manager (M/F)
East-West United Bank
Luxembourg, Luxembourg
il y a 14j

Private Banking Relationship Manager (M / F)

Primary duties & Responsibilities

I. Support of existing clients

  • Execution of orders and payments;
  • Support for client transactions in financial markets;
  • Collecting KYC / KYT documents;
  • Preparing client reports;
  • Scanning documents and taking care of the client files;
  • Audit of the client base (i.e. if a new document is signed for the Bank);
  • Attracting funds for the Bank (not mandatory- to be discussed);
  • II. Private Banking Analytics

  • Collecting and analyzing data from internal systems and other departments in MS Excel;
  • Handling, reconciling and consolidating data for reporting purposes;
  • Preparing presentations for the Management;
  • Finding and interpreting information and writing ad-hoc reports;
  • III. Products and Projects

  • Executing projects tasks on behalf of Private Banking (writing procedures, testing new functionalities, measuring the impacts on the client base, etc.);
  • Participating in project meetings on the part of Private Banking;
  • Launching new products and preparation of related documents;
  • Job Holder profile

  • Good understanding of financial products and markets;
  • University degree in Economics / Finance and prior Private Banking experience would be a plus;
  • Fluency in English and Russian;
  • Proficiency in Microsoft Office (Word, Excel and Power Point).
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