Client Services Officer (H/F) - CDI
Banque de Patrimoines Privés
Luxembourg
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Banque de Patrimoine Privées (BPP) is a banking entityowned 100% by the Crèdit Andorrà Group, located in Luxembourg underthe regulation of the CSSF, and with presence in the country since2010.

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

Weoffer our clients a boutique service sharing with them their visionof a private banking that is in constant evolution and progress ina complex environment while retaining the traditional values ofprudence and rigor.

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

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

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

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

  • g. FX; Good knowledge of securitiesand transfers operations, including preferably account opening;Avaloq experience is an advantage;
  • Flexible and autonomous, quicklyadapting to a new environment and easily integrating into the team;Excellent knowledge of MS Office applications;
  • Fluency in Frenchand English is a requirement and any other language is anadvantage; You are immediately available The selectedcandidate will be requested to provide a criminal record dated lessthan 2 months.

    You can look forward to an interesting andbroad 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 along-term perspective for your personal and professionaldevelopment.

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