Account Officer - German Market

Country: Luxembourg

City: Luxembourg

Department: Partner & Client Services

Contract type: Permanent

Publication date: 9/11/2017

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Job description

Your role:

  • Provide daily support to Partners, Clients and Sales colleagues;
  • Handle daily workload in an accurate and timely manner meeting, exceeding the Service Standards where possible;
  • Accurate and timely processing of policy transactions, servicing and query resolution during the life cycle of a policy, including document management;
  • Proactively follow up and monitor all transactions and queries received from both internal and external parties;
  • Manage risk within your area of responsibility including adherence to Corporate Policy on Compliance and Risk;
  • Respect the planning established by your line manager in relation to business activities;
  • Follow instructions and process information accurately and in a timely manner;
  • Prioritise multiple tasks while remaining calm and positive under pressure;
  • Maintain an on-going awareness of service, propose suggested improvement to your line manager and ensure quality improvements are made, as agreed.
Your profile:
  • Experience working within the Financial Sector with a minimum of 3 years’ experience, ideally within Private Banking or with Independent Financial Advisors;
  • You enjoy working in a challenging, fast paced environment and look for the opportunity to excel in all aspects of your role;
  • You take personal pride in delivering high quality service to internal and external clients;
  • Good communication skills: being able to build effective relationships and adapt communication style to the counterpart, always in a professional manner;
  • Ability to listen to other opinions as well as being confident of your own and find balanced solutions;
  • Ability and willingness to look beyond the obvious and seek alternative solutions;
  • Ability to work independently while keen to work as part of a team and assist colleagues;
  • Willing to make the extra effort as required;
  • Full fluency in German and English is a must, any other European Language is an asset.
 
 
LinkedIn: #LI-MB1

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