Senior Private Banking Assistant

Client:  International Private Banking group with EU HQ based in Luxembourg

Reporting to:  Co-Head of PB  

Benefits: Bank with a strong & dedicated market focus, profitable with no turnover. Interesting project, competitive package, bonus, banking convention benefits, insurance.

Your responsibilities

• Work closely with a team of Private Bankers to deliver outstanding service to our clients
• Transaction input, processing & follow up
• Placing orders in the system and verifying all post-transaction details
• Executing client’s credit transactions
• Facilitating the highest level of service and communication with clients
• Assist with client onboarding, completing checklists and gathering KYC information
• Coordinating  & completing client account openings, and  existing clients’ due diligence reviews
• Responsible for maintaining positive client relationships
• Providing continued support for the team head and team of private bankers
• Dealing effectively with client enquiries
• Provide assistance with Investment Advisory services for clients
• Execute regular and “ad-hoc” tasks and assignments set by the Head of the Department
• Coordination of activities with all relevant departments of the group

 Your profile:

• Fluent in English & French. Other European languages would be considered an advantage.
• University degree in Business Administration, Economics, Management, or a related field.
• Minimum of 7 years of experience in Private Banking in assisting Client Advisors – Relationship Managers and/or team.
• Strong understanding of Private Banking, Asset Management and Global Markets products.
• Understanding of applicable rules and regulations, e.g. AML/CTF, MiFID II, MAR, PRIIPs, etc.
• Great personality with a can-do positive attitude and aptitude filled with confidence to deal with wealthy customers proactively.
• Excellent communication skills
• Focused, with attention to detail accompanied by great listening/comprehension
• Excellent, Excel, Word, and PowerPoint skills.
• Familiar with Bloomberg

Please apply by sending your CV to michael.mandic@andersonwise.com Your application will be treated with the utmost discretion. We take your privacy as our utmost concern and manage your data with the highest degree of confidentiality.
Before applying to any of our opportunities, we invite you to read our privacy policy on our website.
Anderson Wise is committed to providing equal employment opportunities to all qualified applicants, regardless of race, colour, religion, sex, national origin, age, disability, or veteran status.

New Position- Relationship Officer Private Banking, Luxembourg - Nordic Team

You will be part of the front office team of 9 employees, all Scandinavians. We envision an outgoing, energetic candidate, equally comfortable with working in a team as with individuals.  Preferably, you should have relevant experience in the Private Banking / Wealth Management sector or in a similar position.   

Responsibilities:

• Carrying out daily administrative tasks for the Private Banking Team and our customers;
• Work with Private Bankers to get required documentation or additional information from the clients;
• Perform due diligence on clients, including control and update of KYC files;
• Regular internal and external reporting;
• Carrying out daily transactions, such as payments, FX and deposits.

Competence and experience requirements:

• Scandinavian and English languages are mandatory. Another European language would be an asset.
• Strong sense of providing service to the front and to clients, as well as being extremely comfortable and professional speaking directly with clients;
• Relevant experience in the Private Banking / Wealth Management sector or in a similar position.
• Autonomous, motivated, sense of initiative and ability to work with deadlines;
• Microsoft Office tools' mastery.

Personal qualifications:

• University Education Economics, Business Management, Law or similar.
• Positive attitude and happy to work both in the team and individually;
• Autonomous, motivated, sense of initiative and ability to work with deadlines;
• Creative;
• Resourceful;
• Self-motivated;

Regulatory Compliance Team Head - Private Bank in Luxembourg

Join our client's team as the team Regulatory Compliance Team Head Private Banking, a pivotal role in safeguarding our institution against financial crime risks and ensuring compliance with local and international regulations in Private Banking.

This position reports to the Chief Compliance Officer

About our client:

The prestigious international private bank is committed to innovation and adaptation to meet evolving industry standards.

Key Responsibilities:

Leading the team of compliance officers focused on:

• Covering multiple jurisdictions across Europe and cross border implications
• Developing and executing strategies to mitigate financial crime risks, including Regulatory Compliance, CTF, and sanctions compliance.
• Cultivating a culture of compliance and ethics through comprehensive training and awareness initiatives.
• Oversees enhancement of bank policies, procedures, and controls concerning financial crime.
• Providing leadership and mentorship to a dedicated team of compliance professionals.
• Collaborate with internal and external stakeholders to anticipate emerging financial crime trends.
• Regularly reports to senior management and regulatory authorities on compliance matters.
• Shape the future of responsible banking in Luxembourg with us.

Your Qualifications:

• Bachelor's degree in finance, law, or a related field (Master's preferred).
• Minimum 7+ years of experience in Banking Compliance (Regulatory compliance focus preferred)
• Proven track record in financial crime compliance within the banking sector in Luxembourg or similar.
• In-depth knowledge of Luxembourg's financial regulations and international compliance standards.
• Strong knowledge of the EU regulations and circulars, MiFID II, Market Abuse, EMIR & Regulatory Compliance
• Have a proven track record of successfully managing relationships with the Front (RMs), facilitating collaboration between compliance and client-facing teams.
• Excellent analytical and communication skills – team collaboration and service to stakeholders
• Well-versed in Compliance regulations requirements set by the Regulator.
• Collaborative team player, with a highly ethical and moral approach to business
• Proficiency in leadership and team management.
• Strong analytical skills and problem-solving abilities.
• Effective written and verbal communication.
• Professional levels of English and French are required, while multilingual capabilities are advantageous.

Why would you consider this position:

• Competitive salary and comprehensive benefits package.
• Hybrid work promoted 3+2 (might differ due to managerial responsibilities)
• Prime location in Luxembourg's financial district, offering excellent connectivity.
• Access to continuous learning and professional development opportunities.
• Contribute to a diverse and inclusive work culture that values your expertise.

Please apply by sending your CV to michael.mandic@andersonwise.com.
Your application will be treated with the utmost discretion. We take your privacy as our utmost concern and we manage your data with the highest degree of confidentiality.
Before applying to any of our opportunities, we invite you to read our privacy policy, available on our website.

Anderson Wise is committed to providing equal employment opportunities to all qualified applicants, regardless of race, color, religion, sex, national origin, age, disability, or veteran status.

To be considered for this position and included in the recruitment process please apply by sending your confidential CV to Michael.mandic@andersonwise.com  Your application will be treated with the utmost discretion.  

We take your privacy as our utmost concern, and we manage your data with the highest degree of confidentiality. Before applying to any of our opportunities, we invite you to read our privacy policy, available on our website.

We are an equal opportunity recruitment firm and welcome candidates from all backgrounds to apply.

Senior Compliance Officer (Private Bank)

A leading Private Bank is looking to reinforce its Luxembourg Compliance team.       

Position reporting to Chief Compliance Officer.

Why you should choose this position 

• Engage in the interesting project covering the entire EU and world
• Covering 5 representative offices in the EU
• Work in a cohesive dynamic team
• Work-Life balance
• Competitive Package
• Career growth opportunity
• Stable working environment, no frequent turnover
• International leading bank, running a highly profitable and stable business
• Competitive package & Banking Convention Benefits e.g., 35+ days of vacation
• Central location, Pension insurance, Life insurance, meal vouchers

Your responsibilities

• Maintain an excellent knowledge of regulations such as EMIR, MiFID II, market abuse
• Collect and analyze information about clients and partners
• Participate in the Compliance Monitoring Program
• Follow and coordinate sharing of all instructions given by the Regulator - CSSF
• Design the Compliance control framework for transaction monitoring and KYT
• Perform controls and investigations regarding any potential fraud
• Prepare and present regular management reporting in compliance and regulations
• Participate in audit, risk, and compliance reviews

Your profile

• 7+ years of experience in compliance for the banking sector in Luxembourg or the EU
• University degree in Economics, Business Administration, Finance, Law or similar
• Fluency in English is a must – French and any other languages are considered an advantage
• Strong knowledge of the EU regulations and circulars, MiFID II, Market Abuse, EMIR, AML/KYC rules & regulations
• Excellent analytical and communication skills – team collaboration and service to stakeholders
• Collaborative team player, with a highly ethical and moral approach to business

To be considered for this opportunity, please send your CV to michael.mandic@andersonwise.com Your application will be treated with the utmost discretion. 

We take your privacy as our utmost concern and we manage your data with the highest degree of confidentiality.

Before applying to any of our opportunities, we invite you to read our privacy policy, available on our website.

Job Title: Chief Legal Counsel - Private Family Office

Location: Luxembourg

We are selecting a highly experienced and dynamic Chief Legal Counsel to join our client's prestigious Private Family Office based in Luxembourg.

As the leader of our legal team, you will play a pivotal role in providing strategic legal counsel and overseeing all legal matters across our diverse portfolio.

Key Responsibilities:

• Lead and oversee company-wide legal initiatives and projects, providing insightful counsel to drive strategic decision-making.
• Offer expert guidance on corporate structuring and organization, ensuring compliance with legal requirements.
• Manage the establishment, management, and dissolution of companies and funds across multiple jurisdictions.
• Draft, review, and evaluate a variety of legal documents to support business objectives, including contracts, agreements, and memoranda.
• Conduct thorough reviews of contracts and paperwork related to private equity and real estate transactions, ensuring regulatory compliance.
• Analyze documentation associated with investments undertaken by various entities within the organization.
• Manage trademark affairs at the group level, safeguarding intellectual property rights.
• Coordinate with regulatory authorities and external stakeholders to ensure adherence to legal and compliance standards.
• Proactively monitor legal and regulatory developments, providing timely updates and recommendations to senior management.
• Deliver comprehensive reports summarizing key legal insights and implications for strategic decision-making.
• Collaborate closely with all stakeholders

Qualifications:

• Fluency in English, Russian language and French.
• Minimum 10 years of experience in legal roles, preferably within a Banking & Capital Markets, or Corporate speciality, from a Bank, BIG 4, Law Firm or private family office or similar environment.
• Strong leadership skills with the ability to effectively manage a legal team.
• Excellent communication and interpersonal skills, with the ability to collaborate effectively with internal and external stakeholders.
• Expertise in corporate structuring, organizational governance, and regulatory compliance.
• Proven ability to provide strategic legal counsel and drive decision-making processes.
• Thorough understanding of private equity and real estate transactions.
• Strong analytical skills with the ability to conduct comprehensive legal research.
• A proactive approach to monitoring legal and regulatory developments.

If you are a seasoned legal professional looking to take on a leadership role in a prestigious family office environment, we encourage you to apply. Join us in shaping the future of our organization and making a meaningful impact on our success.

Please apply by sending your CV to michael.mandic@andersonwise.com Your application will be treated with the utmost discretion.

We take your privacy as our utmost concern and we manage your data with the highest degree of confidentiality. Before applying to any of our opportunities, we invite you to read our privacy policy, available on our website. We are an equal opportunity employer and welcome candidates from all backgrounds to apply.

Relationship Manager - Client Advisor - Private Banker

A leading international private bank plans to expand its current coverage of European markets and they are hiring 2 Relationship Managers, Private Bankers (Client Advisors) with EU Market Coverage

Your benefits:

• Highly reputable Private Banking Brand - Luxembourg Bank is the EU Head Quarters
• Work in a business-oriented - client-centric environment
• Receive a formula-based bonus + highly competitive fixed package (ask me for more details)
• A comprehensive package of benefits
• Strong internal collaboration, the pragmatic business orientation of all stakeholders
• Grow your career with(in) one of the best banks in the PB&WM industry.

Your responsibilities:

We are searching for a master of their market – with a sophisticated approach, a sense of style and impeccable communication skills.

• To work with our clients in partnership, take the time to listen to them, and understand their life and financial goals.
• To present a portfolio of investment solutions based on our client’s needs, not by pushing our products or solutions.
• Work with our Clients as a true financial advisor making sure that they achieve their financial goals.
• Partner with our clients to protect, grow and control their wealth and preserve it for future generations.
• To work in synergy with all internal stakeholders, and collaborate to provide a truly unique, personal client-centric approach.

Your profile:

• Minimum 5+ years in the Private Banking industry with expertise as a Private Banker – Client Advisor, Relationship Manager Hunter/Business Development Manager
• Own a network of clients and business development capabilities in any of the developed European markets.
• Private Banker professional background – no other professions would suffice.
• In-depth knowledge of Luxembourg wealth management key client’s market
• Direct network of contacts with Ultra and High Net Worth Individuals and Families
• Present a proven track record with a significant self-acquired portfolio.
• MBA, BBA, Finance, Legal, Tax or Economics, University Educational Background is preferable but not mandatory.
  
  

Please send your CV to michael.mandic@andersonwise.com to be considered for this opportunity. Your application will be treated with the utmost discretion. We take your privacy as our utmost concern, and we manage your data with the highest degree of confidentiality. Before applying to any of our opportunities, we invite you to read our privacy policy, available on our website. We are an equal opportunity recruitment firm and welcome candidates from all backgrounds to apply.

NEW POSITION - Private Banker / Relationship Manager - Dutch Speaking 

Exciting Opportunity in Private Banking - Relationship Manager / Private Banker - Dutch Speaking

Join our client, highly successful international private bank as they expand their coverage in the Dutch-speaking markets. We are currently seeking a skilled Relationship Manager or Private Banker to join our dynamic team in the Netherlands.

Why should you consider:

• Highly reputable Private Banking brand with over 30 years of presence in Luxembourg as the European Headquarters.
• Onshore presence in the Dutch-speaking market.
• Results-based bonus and a highly competitive fixed package (ask for more details).
• Comprehensive benefits package.

Your Role:
We are looking for a master of the market with a sophisticated approach, a sense of style, and impeccable communication skills.
As a Relationship Manager or Private Banker, you will:

• Attract new clients and work with them in partnership.
• Listen to clients, understand their life and financial goals.
• Present a portfolio of investment solutions tailored to client needs.
• Act as a true financial advisor, ensuring clients achieve their financial goals.
• Partner with clients to protect, grow, and control their wealth for future generations.
• Collaborate with internal stakeholders to provide a unique, client-centric approach.

Your Profile:

• University educational background, preferably in MBA, BBA, Finance, Legal, Tax, or Economics.
• Minimum 7 years of experience in the Private Banking industry as a Private Banker, Client Advisor, or Relationship Manager with a focus on hunting/business development.
• In-depth knowledge of the Dutch wealth management key client market.
• Familiarity with tax and cross-border regulations in the Netherlands.
• Established network of contacts with Ultra and High Net Worth Individuals and Families.
• Significant self-acquired portfolio with a proven track record.
• If you are a seasoned professional looking to make a significant impact in the Private Banking sector and meet the above criteria, we invite you to explore this exciting opportunity with us.
• Connect with us to discuss more details and take the next step in your career.

Please apply by sending your CV, or contacting michael.mandic@andersonwise.com to be considered in this process. Your application will be treated with the utmost discretion.

We take your privacy as our utmost concern and we manage your data with the highest degree of confidentiality. Before applying to any of our opportunities, we invite you to read our privacy policy, available on our website.
We are an equal opportunity recruitment firm and welcome candidates from all backgrounds to apply.

NEW POSITION - Private Banker / Relationship Manager - French Speaking 

Exciting Opportunity in Private Banking - Relationship Manager / Private Banker - French Speaking

Join our client, highly successful international private bank as they expand their coverage in the French-speaking markets. We are currently seeking a skilled Relationship Manager or Private Banker to join our dynamic team in France.

Why should you consider:

• Highly reputable Private Banking brand with over 30 years of presence in Luxembourg as the European Headquarters.
• Onshore presence in the French-speaking market.
• Results-based bonus and a highly competitive fixed package (ask for more details).
• Comprehensive benefits package.

Your Role:

We are looking for a master of the market with a sophisticated approach, a sense of style, and impeccable communication skills.
As a Relationship Manager or Private Banker, you will:

• Attract new clients and work with them in partnership.
• Listen to clients, understand their life and financial goals.
• Present a portfolio of investment solutions tailored to client needs.
• Act as a true financial advisor, ensuring clients achieve their financial goals.
• Partner with clients to protect, grow, and control their wealth for future generations.
• Collaborate with internal stakeholders to provide a unique, client-centric approach.

Your Profile:

• University educational background, preferably in MBA, BBA, Finance, Legal, Tax, or Economics.
• Minimum 7 years of experience in the Private Banking industry as a Private Banker, Client Advisor, or Relationship Manager with a focus on hunting/business development.
• In-depth knowledge of the French wealth management key client market.
• Familiarity with tax and cross-border regulations in France.
• Established network of contacts with Ultra and High Net Worth Individuals and Families.
• Significant self-acquired portfolio with a proven track record.
• If you are a seasoned professional looking to make a significant impact in the Private Banking sector and meet the above criteria, we invite you to explore this exciting opportunity with us.
• Connect with us to discuss more details and take the next step in your career.

Please apply by sending your CV, or contacting michael.mandic@andersonwise.com to be considered in this process. Your application will be treated with the utmost discretion.

We take your privacy as our utmost concern and we manage your data with the highest degree of confidentiality. Before applying to any of our opportunities, we invite you to read our privacy policy, available on our website.
We are an equal opportunity recruitment firm and welcome candidates from all backgrounds to apply.