LUC IEVEN
Client Support Officer at Quintet Private Bank- Claim this Profile
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Bio
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Experience
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Quintet Private Bank
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Luxembourg
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Banking
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700 & Above Employee
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Client Support Officer
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Jan 2020 - Present
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KBL European Private Bankers
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Banking
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1 - 100 Employee
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Client Support Manager
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Jan 2018 - Jan 2020
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account manager
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Jul 2017 - Oct 2017
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Credit Suisse
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Switzerland
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Banking
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700 & Above Employee
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AVP / Relationship Manager
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Oct 2016 - Jul 2017
Collaborate and build long term relationship with External Asset Managers. Follow up and control documentation received from EAM for account opening and closing. Make sure that the accounts introduced by the EAM are in line with the legal regulations and high standards of the bank. Daily contact with EAM to reply on their requests by e-mail or phone. Execute and control payments, loans and deposits Collaborate and build long term relationship with External Asset Managers. Follow up and control documentation received from EAM for account opening and closing. Make sure that the accounts introduced by the EAM are in line with the legal regulations and high standards of the bank. Daily contact with EAM to reply on their requests by e-mail or phone. Execute and control payments, loans and deposits
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ABN AMRO Private Banking
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Belgium
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Banking
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1 - 100 Employee
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Account Manager
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Feb 2015 - Oct 2016
Collaboration with independent external asset managers, corporate clients and alternative investment fund managers. Processing of payments, security, forex and treasury deals. (Olympic) Control and follow-up of documentation for the accounts according internal and external regulations. Take active part in the reorganization of the department to improve the processes and the service towards the clients. Collaboration with independent external asset managers, corporate clients and alternative investment fund managers. Processing of payments, security, forex and treasury deals. (Olympic) Control and follow-up of documentation for the accounts according internal and external regulations. Take active part in the reorganization of the department to improve the processes and the service towards the clients.
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Account Manager
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May 2014 - Nov 2014
Collaborated and interacted with independent asset managers, brokers and clients. Controlled all documentation needed for policy and account set-up. KYC, Twin peaks II; Fatca Back-up for team leader Collaborated and interacted with independent asset managers, brokers and clients. Controlled all documentation needed for policy and account set-up. KYC, Twin peaks II; Fatca Back-up for team leader
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Institutional & Insurance account manager
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Jul 2003 - Mar 2012
Collaborated and interacted with insurance companies and independent external advisors. Acquired external asset managers and insurance companies. Followed up on clients introduced and managed by external advisors and insurance companies. Processed security, forex and treasury deals. Controlled investment restrictions. Prepared credit applications for the credit committee Collaborated and interacted with insurance companies and independent external advisors. Acquired external asset managers and insurance companies. Followed up on clients introduced and managed by external advisors and insurance companies. Processed security, forex and treasury deals. Controlled investment restrictions. Prepared credit applications for the credit committee
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Account manager
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Nov 2002 - Mar 2003
Advise on investments, execution of orders, contact with clients, reports Advise on investments, execution of orders, contact with clients, reports
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Head of Back Office
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1998 - 2001
Motivated, supervised, and evaluated 15 staff members. Managed automation of the treasury and the settlement of securities through Olympic and Swift. Participated in board meetings in Geneva. Controlled portfolio valuations and credit lines. Motivated, supervised, and evaluated 15 staff members. Managed automation of the treasury and the settlement of securities through Olympic and Swift. Participated in board meetings in Geneva. Controlled portfolio valuations and credit lines.
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Head of Treasury
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1991 - 1998
Tracked and followed up on bank’s balances. Quoted FX and deposit prices to the account managers and external advisors. Created Excel with macros for the packaging and control of treasury products based on derivatives Tracked and followed up on bank’s balances. Quoted FX and deposit prices to the account managers and external advisors. Created Excel with macros for the packaging and control of treasury products based on derivatives
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Education
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Hoger Instittuut voor Technisch Onderwijs, Hasselt
Graduate IT, Information Technology -
Sint Jozefsinstituut Antwerpen
Graduate interpretor Englis-Spanish, Language Interpretation and Translation