Banco Bradesco Europa S.A.
Location
Luxembourg | France
Job description
We are a commercial bank based in Luxembourg and focusing its activities on Private Banking, Trade Finance, Corporate Lending and Interbank Operations. You have good communication skills, you are open minded and have strong interpersonal skills, if you value a good work environment, this should be the right place for you! Our company values their collaborators and therefore provides company events in order to strengthen professional relationships and interesting benefits to support our employee's. May your profile match the job description below, do not hesitate to apply. DUTIES Establish and maintain business relationship with clients and prospect clients providing them appropriate level of services and information on the services rendered and products offered by the Bank; Know, understand and maintain (him)herself up-to-date to the relevant laws and regulations applicable to Bank (e.g. AML/ CTF, MiFID, Data Protection, CRS etc.); Perform on-going basis customer due diligence, collecting and obtaining the necessary information and documents to establish and maintain business relationship and carry out transactions; Collect information on client's knowledge and experience in the investment field, financial situation, investment objectives, ability to bear losses and risk tolerance in order to allow the Bank provide clients and prospect clients with adequate investment services, including reception, transmission and execution of trade orders and investment advices; Manage relationships always in compliance with the applicable laws, regulations and guidelines, policies and procedures set out by the Bank; Liaise with the advisory team for receiving marketing materials and investment services guidelines to be provided to clients; Liaise and support other stakeholders, such as the advisory team, middle office, back office, the risk and compliance functions, when managing such relationships; Supervise and ensure the day-to-day bank account and investment services activities; Support Clients in providing them with documents and information regarding the business relationship, particularly concerning bank accounts, payment services and investment services; Provide clients with authorized analysis, investment advice and marketing materials, and request support from the advisory team whenever needed to meet client's expectations; Receive trade orders from clients, perform the suitability or appropriateness controls, transmit the orders for execution according to the best interests of clients, and maintain clients informed about the execution; Liaise and work together with the Compliance and the Risk function to obtain advice and to address questions related to regulatory requirements and risk management; Maintain good understanding of the latest developments of the industry, economic and political developments, updates and new laws and regulations in order to maintain a high-quality service to clients; Plan actions and measure in line with commercial goals, meet expectations and deliverable framework; SKILLS/QUALIFICATIONS Experience in Banking industry over 5 years; Experience with Brazilian Private Banking clients over 5 years; Experience on Brazilian markets and financial products and services (equities, fixed income, funds, regulations, etc.) over 5 years; Strong knowledge in International Capital Markets, Financial Management (profitability, yield, return to investment calculations, etc.) and Compliance Regulations; Strong Knowledge of the European and Luxembourg law and regulation (e.g. AML/ CTF, MiFID, Data Protection, CRS etc.), and also knowledge of the relevant laws and regulations, (e.g. Brazilian Foreign Exchange Regulations (Central Bank), Brazilian Securities and Exchange Commission (CVM) and Brazilian Federal Revenue (Receita Federal)); CFA (Chartered Financial Analyst), CFP (Certified Financial Planner) certification or equivalent is a plus; Commercial and Technical skills; Communications...
JBLE1_LU
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