Our Client is a reputable international private bank offering a wide range of wealth and asset management services. With a strong presence in Luxembourg and other European financial centres, the Company focuses on delivering high-quality, tailored financial services to private clients and institutions.
They are seeking a proactive Client Support Officer to strengthen client relationships and ensure the smooth execution of operational activities in a dynamic and collaborative environment.
Your areas of responsibility:
- Execute and follow up on client instructions in accordance with internal procedures.
- Manage investment instructions and corporate action event communications.
- Ensure accuracy and completeness of client documentation and records.
- Monitor pending issues and escalate them to the Customer Relationship Officer (CRO) when needed.
- Act as the point of contact with internal departments for issue resolution and information sharing.
- Serve as an alternative contact to the CRO for clients (calls, meetings, etc.).
- Support the CRO with research, document preparation, and delegated tasks.
- Monitor credit positions daily/monthly (limits, collateral, overdrafts, risk concentration).
- Oversee operational quality and risk indicators (e.g. deposit renewals, MiFID profiling, dormant accounts)
Your profile:
- Minimum 5 years of experience in private banking, life insurance, or financial services.
- Solid knowledge of private banking operations and regulatory requirements (KYC, AML, FATCA, CRS).
- Fluency in English and French; additional languages are an asset.
- Proficient in standard IT systems; quick to adapt to new software tools.
- Service-oriented, client-focused, and collaborative mindset.
- Discreet, detail-oriented, and reliable with a high sense of accountability.
- Proactive, motivated, and open to learning.
Could this be the right opportunity for you? Please do not hesitate to send your CV to Michael Mandic at michael.mandic@andersonwise.com to be considered for this recruitment process.
Your application will be treated with the utmost discretion.
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