- Provide high-level administrative, operational and commercial assistance to the RMs in external assets managers (EAM/IFA) management
- Day-to-day management and control of all the IFA clients' queries, in collaboration with RMs (account openings, operations and day to day follow transfers, etc.)
- Proactive follow-up of accounts status
- Proactively identify IFA client needs and share the information with RMs
- Ensure the practical application of all the procedures, KYC surveillance permanent documentation of client activity and of the overall interaction with the client and monitoring of transactions
- Experience in handling with institutional clients / BtoB business both on the phone and per emails, in putting the clients first and provide a personal service
- At least 5 years' experience in the banking environment, in an administrative role
- Good knowledge of relevant internal processes and compliance obligations
- Fluent in French and English, any other language is seen as an advantage
- Well-organized, flexible and disciplined, able to handle multiple tasks and client requests in a structured way
- Strongly client- and results-oriented and motivated to be part of a team
- Open and critical mind
- Experience in handling with institutional clients / BtoB business both on the phone and per emails, in putting the clients first and provide a personal service
- At least 5 years' experience in the banking environment, in an administrative role
- Good knowledge of relevant internal processes and compliance obligations
- Fluent in French and English, any other language is seen as an advantage
- Well-organized, flexible and disciplined, able to handle multiple tasks and client requests in a structured way
- Strongly client- and results-oriented and motivated to be part of a team
- Open and critical mind
Senior Associate Relation Manager - Luxembourg - Banque Internationale du Luxembourg
Description
Banque Internationale à Luxembourg (BIL) is one of the biggest banks in the Grand Duchy, offering retail, private, corporate and institutional banking, as well as treasury and financial market services.
The majority of BIL's 2,000 employees work at the headquarters in Luxembourg City – this centralized setup promotes swift, agile decision-making and short reporting lines, enabling BIL to offer clients innovative solutions for their changing needs.
BIL has dedicated wealth management offices in Switzerland as well as trading floors in Luxembourg and Zurich.
In addition, BIL Group subsidiaries in Luxembourg offer specialized services:
Belair House (family office and investment management), BIL Manage Invest (alternative fund management) and BIL Lease (leasing solutions).
The Luxembourgish Government holds a 10% stake in BIL, thereby further strengthening the strategic position of the bank.
The remaining 90% of BIL are owned by the Chinese investment group Legend Holdings who are listed on the Hong Kong Stock Exchange and founded the Lenovo Group.
Founded in 1856, Banque Internationale à Luxembourg is the oldest multi-business bank in the Grand Duchy. From its foundation, the BIL has always played an active role in the development of the Luxembourg economy. It currently operates in retail, private and corporate banking, as well as on major capital markets. Employing more than 2 000 people, BIL is present in the financial hotspots that are Luxembourg, Switzerland, and China.As a major player in Luxembourg's finance industry and as a signatory of the UN Principles of Responsible Banking, BIL is committed to handing over a responsible and sustainable bank to future generations.
Your next challenge:
You will be responsible for taking care of external assets managers and their clients by providing an excellent administrative and follow up service.
The function will also focus on the use of new IT tools (T24, Salesforce, DSM, etc.).The position is based in Luxembourg and you will report to the Head of IFA (independent Financial Advisors)
What will you do?
Your skills:
You have:
You are:
BIL offers a broad range of challenging projects and a huge choice of career paths .We will assist you in finding the one that best meets your skills and expectations.
Your personal development is our priority and we greatly encourage you to dive into different business areas for the broadest possible experience.
BIL is firmly of the opinion that diversity & inclusion contribute towards increasing the collective performance of the Bank. We are committed to creating a culture of inclusion that encourages individual development with equal opportunities for all.NB:
The selected candidate will be asked to provide an extract from the criminal record (no.3) as evidence of integrity and justified with regard to the specific needs of the position to be filled.
Your skills:
You have:
You are: