PRIVATE DESK OFFICER
CSA Associats
Key Requirements
- Higher education (min BAC+3) in Finance
- 1-2 years of work experience
- Proficient in MS Office
- Languages: English and Spanish – mandatory, French – an asset
Key soft skills
- You are able to work under pressure and to respect deadlines;
- You are proactive, open-minded, rigorous, responsible and a fast learner with a
dynamic personality;
- You have an inquisitive mind and analytical skills;
- Organisational skills;
- Flexible and adaptable;
- Rigorous, team player and enthusiastic.
Key Responsibilities
- Process instructions coming from other jurisdictions managers and bankers,
and from clients like providing statements, execute orders or any other
requirement
- Coordinate with Credits/Risk in order to maintain duly updated Credits,
minimize/monitor clients’ Credits portfolio and seek for new leverage
opportunities
- Coordinate with Client Admin and Compliance to duly remediate existing
accounts and improve quality of our flies in order to minimize audit’s
points/issues
- Coordinate assessment from Luxembourg in order to optimize clients’ portfolios
and improve negative or low ROAs from accounts
- Improve NNM from other jurisdictions taking and active roll helping other
bankers and prospects make new clients easier.
- Prospecting IFAs and Life insurance companies in Luxembourg through all the
Fiduciaries in Luxembourg in order to increase new clients and NNM.
- Prospecting new other references in order to improve PD own clients.
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