{"id":30845,"date":"2024-03-27T17:08:39","date_gmt":"2024-03-27T17:08:39","guid":{"rendered":"https:\/\/redstonesearch.com\/?post_type=awsm_job_openings&#038;p=30845"},"modified":"2024-03-27T17:09:08","modified_gmt":"2024-03-27T17:09:08","slug":"client-account-manager-client-service-officer","status":"publish","type":"awsm_job_openings","link":"https:\/\/redstonesearch.com\/jobs\/client-account-manager-client-service-officer\/","title":{"rendered":"Client Account Manager\/Client Service Officer"},"content":{"rendered":"<p>Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.<\/p>\n<p>We are thrilled to be collaborating with a prestigious Global Private Bank headquartered in Luxembourg, renowned for its exceptional financial services catering to UHNW families and entrepreneurs worldwide. Boasting a network of over 1400 branches globally, the Luxembourg team is actively seeking an experienced Client Service Officer\/Client Account Manager to join them in pioneering a new era of growth and unparalleled client satisfaction.<\/p>\n<p><strong>Key Responsibilities \/ Tasks<\/strong><\/p>\n<ul>\n<li>Collaborate with senior relationship managers within coverage teams to identify new opportunities and fulfill research requests. Document client profiles for onboarding purposes.<\/li>\n<li>Engage with clients and their representatives throughout the onboarding phase and KYC process.<\/li>\n<li>Maintain regular communication with clients alongside the designated relationship manager.<\/li>\n<li>Assist in the preparation of client meetings by offering a comprehensive overview of the bank, its products, and services. Draft meeting minutes as necessary.<\/li>\n<li>Regularly interact with clients regarding operational matters.<\/li>\n<li>Conduct periodic client reviews in accordance with KYC policies and within specified deadlines.<\/li>\n<li>Facilitate the execution of various transaction service requirements and product application processes including payments, deposits, loans, security transactions, and statements<\/li>\n<li>Contribute to ongoing initiatives for process improvement aimed at enhancing client services.<\/li>\n<\/ul>\n<p><strong>Key Qualifications \/ Experience<\/strong><\/p>\n<ul>\n<li>At least 3 years of experience within Wealth Management \/ Private Banking<\/li>\n<li>Acquired understanding of bank policies, processes and services<\/li>\n<li>Good problem-solving skills, multitasking and attention to detail<\/li>\n<li>Strong teamwork and organizational skills, ability to work under strict deadlines<\/li>\n<li>Client-centric and excellent communication skills<\/li>\n<li>Positive attitude, solution oriented and dynamic working approach<\/li>\n<li>Excellent German and English language skills, other languages are an advantage<\/li>\n<li>Located in Luxembourg .<\/li>\n<\/ul>\n<p>If you match the job description and are keen on applying for this role; please send us a copy of your resume\/cover letter to <a href=\"mailto:sulayman@redstonesearch.com\">sulayman@redstonesearch.com<\/a>\u00a0or submit your application through the Vacancy Form.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry. We are [&hellip;]<\/p>\n","protected":false},"author":8,"template":"","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}}},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Client Account Manager\/Client Service Officer - Redstone Search : Client Account Manager\/Client Service Officer.<\/title>\n<meta name=\"description\" content=\"We are thrilled to be collaborating with a prestigious Global Private Bank headquartered in Luxembourg, renowned for its exceptional financial services catering to UHNW families and entrepreneurs worldwide. 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