PRIVATE DESK OFFICER

PRIVATE DESK OFFICER

  • Jornada Completa
  • Luxembourg

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.

Por favor, para apuntarte a este trabajo visita www.glassdoor.com.

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