Client Advisor Assistant

**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 do 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 to provide support to several client advisors. As a Client Advisor Assistant, you will be in direct contact with clients, and you will be actively and significantly contributing to the development of sustainable client relationships and a strong client experience. 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, organisation of events, meetings, calls with (prospects or) clients, welcoming and meeting with 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, maintain a sustainable client relationship with the bank and actively contributing to a strong client experience and successfully acquire 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

Risk Management Support
- Support client advisors to carry out timely and appropriately risk assessment both for clients newly onboarded and existing clients in line with the internal FCC 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 of in all relevant tasks and throughout the company. Is accountable to proactively flag Risk & Compliance issue

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 - Plan, organise travel and accommodation, prepare and process expense reports and carry out other general administrative tasks

**Knowledge and Experience**:

- Strong financial knowledge with working knowledge of investment products, rules and regulations, Compliance (Mifid, KYC, KYT, AML)
- +5 years’ experience in similar role as Client Advisor Assistant or Client Advisor

**Attributes and Qualities**:

- Accurate and attention to detail
- 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
- Great organisational and prioritization skills

**Technical Skills**:

- Proficient use of MS Office (i.e.Word, Excel, PowerPoint)

**Languages Skills**:

- French and/or Dutch: fluent or advanced
- English: fluent or advanced