FIM Client Account Manager
Luxembourg, LU, L-2955
Purpose of the Job
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. Compared to others, we are small (<2,000 employees across 50 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth.
We are looking for a Client Account Manager (CAM) for our Luxembourg FIM Desk.
The successful candidate will work as part of the Client Account Manager Team based in Luxembourg and will be responsible to manage, maintain, secure and develop FIM relations by ensuring our best services in line with client expectations.
Client satisfaction is our top priority. If you don’t like routine, the job is made for you!
Key Accountabilities
- Responsible of the day-to-day FIM relation and the onboarding of all the accounts opened and managed by the FIM
- Ensure regular contacts and quality review of service with the FIM in collaboration with Business Development team
- Manage and coordinate any service setup for the client and coordinate with Quintet entities.
- Responsible of any legal and regulatory obligation in relation with client account and activity
- Identify cross selling opportunities and manage the setup and pricing in collaboration with Business Development team
- Ability to identify and escalate matters if and when needed
- Develop legal, regulatory and operational knowledge and keep abreast of any Industry initiatives
Knowledge and Experience
- Min BAC+3 in economics/finance or minimum 10 years of experience within the Bank industry
- Regulatory and Legal knowledge in relation with FIM business (AML, KYX, KYT, …)
- Experience in managing FIM relations and FIM end client accounts opening
Attributes and Qualities
- Strong communication and negotiation skills
- Ability to build and manage trusty relationship with clients and internal entities
- Team Player
- Stress resilient
- Curious, persistent and willingness to learn
- Strong organisation and priorities management skills
- Flexible
Technical Skills
- Regulatory and Legal knowledge (MIFID, EMIR, AML/KYC, KYT, …)
- Good knowledge of banking services, operational processes and financial products
- Proficient user of Microsoft Office suite
Languages Skills
- Good command of English and French in writing and speaking
- Any other language is an asset (Spanish, Italian, …)