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Experienced Private Banker Assistant

Il y a 2 mois

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Job Title: Experienced Private Banker Assistant (CDI)

Company: FED FINANCE, a leading international financial services group, offers strategic advice on financing, mergers and acquisitions, and investment solutions to major companies, entrepreneurs, families, and governments worldwide.

Description:

  • Manage daily account transactions and operations, ensuring seamless execution and timely resolution of client queries.
  • Process payments, redemptions, and changes of mandates for life insurance contracts, maintaining accurate records and adhering to regulatory requirements.
  • Handle account openings and order entry in Market Plus, utilizing expertise in financial software to optimize client experiences.
  • Prepare appointments for private bankers, fostering strong relationships and ensuring efficient communication.
  • Communicate effectively with clients via phone and email, providing exceptional customer service and addressing concerns in a timely manner.
  • Regularize documents for client appointments, maintaining confidentiality and adhering to data protection protocols.
  • Interface between banker and various Bank services (Back Office, RAC, legal department), ensuring seamless collaboration and effective issue resolution.

Profile:

  • Hold a university degree or business school specialized in market finance (minimum Bac +3).
  • Possess 5+ years of experience in banking or asset management, with a strong understanding of the financial industry.
  • Excel in operational English and possess excellent proficiency in Pack-office.
  • Demonstrate rigorous, autonomous, reactive, and team player qualities, with strong relational skills and ability to work cross-functionally.

Benefits:

  • Secure immediate permanent contract in Paris with an attractive annual salary.
  • Enjoy a hybrid work model with 1 day of telecommuting per week, promoting work-life balance and flexibility.