Why apply ?
Join a vibrant company dedicated to empower entrepreunerial minds and create value.

Benefit from working alongside diverse teams, accelerating your technical expertise, devising innovative solutions, and mastering your domain.

Become part of a boutique bank currently operating in nearly 40 locations worldwide



About the offer

Permanent contract
Location : Luxembourg
Top 3 Key competencies :

• Previous experience in KYC
• Excellent verbal and written communication skills
• Fluency in French and English

About our client
Sector : Private Banking

Values : Passion | Accountability | Teamwork
Employees : Worldwide : 2500+


Your missions
Are you a dynamic and proactive individual with a passion for delivering exceptional service? Do you thrive in a fast-paced environment and possess a strong can-do attitude? If so, we have an exciting opportunity for you to join our Private Banking team as a Private Banking Assistant.
As Private Banking Assistant, you will :

• Act as the first point of contact for clients, ensuring all their inquiries and needs are met with the highest level of service and professionalism.

• Communicate effectively with both internal teams and clients, ensuring smooth and clear exchanges of information.

• Utilize your knowledge of KYC regulations to assist in client onboarding and ongoing compliance processes.

• Assist in the daily management of client accounts, including processing transactions, updating client records, and ensuring the accuracy of financial information.

• Arrange and prepare materials for client meetings, including presentations, financial reports, and follow-up actions.

• Prepare and manage various documents, including account opening forms, investment proposals, and correspondence with clients.

• Conduct research on market trends and investment opportunities to support Private Bankers in providing informed advice to clients.

• Provide comprehensive administrative support to Private Bankers, including scheduling meetings, preparing documentation, and managing client files.

• Assist in maintaining and enhancing client relationships by delivering personalized service and anticipating client needs.

• Ensure all client interactions and transactions comply with internal policies and regulatory requirements.

This position is a great opportunity to :

• Interact with high-net-worth individuals and manage sophisticated financial needs, providing valuable experience in client relationship management.
• Provide a solid foundation for a career in banking or financial services. With tasks ranging from client support to compliance and account management, you gain a comprehensive understanding of the banking industry.

Your ideal profile

• Previous experience in a private banking or financial services environment is preferred.
• Fluency in both French and English is essential for this role.
• Solid understanding of KYC and compliance processes within the banking sector.

• Excellent verbal and written communication skills, with the ability to communicate clearly and confidently with clients and colleagues.
• A dynamic and proactive approach, with a strong can-do attitude and a willingness to go the extra mile for clients and the team.
• Proficiency in Microsoft Office Suite (Word, Excel, Power Point) and experience with banking software systems.
• Strong organizational skills with the ability to manage multiple task and deadlines while maintaining accuracy.
• A client-oriented mindset with the ability to anticipate client needs and provide tailored solutions.

A candidate experience with Source Up, it’s …

• Carry out a skills assessment (soft skills and technical skills) in order to better define your professional project
• Access to your test results to guide you to your best career choices
• Interview coaching session before the client meeting
• Consistent and fair recruitment process with respect, transparency and trust