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- Aufgaben: Support client advisors in managing wealth and enhancing client relationships.
- Arbeitgeber: Join Puilaetco - Quintet, a leading private bank focused on personalized wealth management.
- Mitarbeitervorteile: Enjoy career development opportunities, a diverse work environment, and a commitment to doing the right thing.
- Warum dieser Job: Be part of a trusted team that values inclusiveness and offers a strong client experience.
- Gewünschte Qualifikationen: Master's degree or relevant banking experience; financial knowledge is a plus.
- Andere Informationen: Ideal for proactive individuals who thrive under pressure and have a passion for client service.
Das voraussichtliche Gehalt liegt zwischen 36000 - 60000 € pro Jahr.
Purpose of the Job
Puilaetco – Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. We are a bank headquartered in Luxembourg, with branches in Belgium, Denmark, Germany, Netherlands and a subsidiary in the UK and supervised by the ECB with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth.
When you join Quintet, you are joining a company that values diversity of background, equal access to opportunities, career development, collaboration, and inclusiveness. We want our employees to feel proud of being part of a company that is committed to doing the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes.
As a Client Advisor Assistant, you will be working closely and responsible for providing support to several client advisors. You will be in direct contact with clients, actively and significantly contributing to the development of sustainable client relationships and a strong client experience. Furthermore, you will be providing superior administrative, commercial, organisational, and operational support across multiple client-related processes covering the whole lifecycle of the client families we serve.
Key Accountabilities
Commercial Support
- Support with the management of client’s wealth including the preparation of meetings, calls with (prospects or) clients, taking ownership of post-meeting follow-up actions.
- Contact clients as requested by the client advisors, by telephone, letter or in person to ensure client’s needs are met, including arrangement of meetings, annual reviews, and similar activities, support in answering client calls and responding to client queries.
- Support client advisors to establish and maintain a sustainable client relationship with the bank, actively contributing to a strong client experience and successfully acquiring new clients or assets.
Operational Support
- Accept and process client instructions such as payments, securities, and FX transactions in line with internal applicable procedures.
- Support client advisors to manage appropriately the onboarding of new clients and the opening/closing of client accounts.
Administrative Support
- Support to update and maintain up to standards KYC/KYT documentation and client data records in the banking, client relationship management, and other banking systems as appropriate.
- Prepare, check and dispatch client valuation records and portfolio statements. Support client advisors to carry out timely and appropriately risk assessment both for clients newly onboarded and existing clients in line with the internal Financial Crimes Compliance requirements and internal quality standards.
- Support to ensure that all client-related processes and transactions are carried out in accordance with applicable internal procedures.
- Assist in the handling and resolution of risk, compliance, and document-related matters in close collaboration with the specialists of Compliance, Risk, Credits, and Operations.
- Live by and demonstrate a strong Risk & Compliance culture in all relevant tasks and throughout the company. Is accountable to proactively flag Risk & Compliance issues.
Knowledge and Experience
- Financial knowledge with working knowledge of investment products, rules and regulations, Compliance (Mifid, KYC, KYT, AML).
- Master degree or proven experience in the banking sector, preferably in a client-facing function and having a genuine interest in a career in a private banking environment.
Attributes and Qualities
- Accurate and attention to detail.
- Capability to prioritize and adapt to quickly changing circumstances.
- Proactive, uses initiative, and self-motivated.
- Client-focused with effective communication skills.
- Ability to work under pressure within tight deadlines and client experience in mind.
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Client Advisor Assistant Wealth Management - Liège Arbeitgeber: Quintet Private Bank SA
Kontaktperson:
Quintet Private Bank SA HR Team
StudySmarter Bewerbungstipps 🤫
So bekommst du den Job: Client Advisor Assistant Wealth Management - Liège
✨Tip Number 1
Familiarize yourself with the specific investment products and regulations mentioned in the job description, such as Mifid, KYC, KYT, and AML. This knowledge will not only help you understand the role better but also demonstrate your commitment to the field during interviews.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who work at Quintet or similar institutions. Engaging with them on platforms like LinkedIn can provide insights into the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Prepare for potential interview questions by practicing scenarios related to client interactions and problem-solving. Think about how you would handle client queries or support client advisors in maintaining relationships, as these are key aspects of the role.
✨Tip Number 4
Showcase your attention to detail and organizational skills by preparing examples from your past experiences where you successfully managed multiple tasks or projects. This will highlight your ability to thrive in a fast-paced environment, which is crucial for this position.
Diese Fähigkeiten machen dich zur top Bewerber*in für die Stelle: Client Advisor Assistant Wealth Management - Liège
Tipps für deine Bewerbung 🫡
Understand the Role: Take the time to thoroughly read the job description for the Client Advisor Assistant position. Understand the key responsibilities and required skills, especially in wealth management and client relations.
Tailor Your CV: Customize your CV to highlight relevant experience in banking, client-facing roles, and any financial knowledge you possess. Emphasize your attention to detail and ability to manage multiple tasks effectively.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the company’s values and mission. Explain why you are passionate about wealth management and how your skills align with the role's requirements.
Highlight Relevant Experience: In your application, make sure to showcase any previous experience in client support, administrative tasks, or compliance-related roles. Use specific examples to demonstrate your proactive approach and client-focused mindset.
Wie du dich auf ein Vorstellungsgespräch bei Quintet Private Bank SA vorbereitest
✨Show Your Financial Knowledge
Make sure to brush up on your understanding of investment products and regulations like Mifid, KYC, KYT, and AML. Being able to discuss these topics confidently will demonstrate your readiness for the role.
✨Emphasize Client-Focused Experience
Prepare examples from your past experiences where you successfully managed client relationships or provided exceptional service. This will highlight your ability to contribute to a strong client experience.
✨Demonstrate Attention to Detail
Since accuracy is crucial in this role, be ready to discuss how you ensure precision in your work. You might want to share specific instances where your attention to detail made a difference.
✨Be Proactive and Adaptable
The banking environment can change rapidly, so be prepared to talk about how you've adapted to new situations in the past. Show that you're self-motivated and can prioritize tasks effectively under pressure.
