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- Open, enhance and manage PEUSA and FPS / PAM private, professional, and institutional customer accounts and maintain static data and documents in dedicated IT systems.
- Ensure quality controls (4Y and consistency).
- Take care of "Cotation" activities, i.e., verify signatures, block/unblock accounts and authorize transfers.
- Ensure credit card follow-up (applications, cancellations, blocking/unblocking, settlements, trouble shooting, contact with provider).
- Ensure the completeness of customer data to meet the needs of all business and regulatory reporting.
- Write and keep up to date procedures relating to the department's activities.
- Bachelor's degree in Business administration, finance, or a related field.
- 5 to 7 years' experience in senior administrative roles, preferably within the banking or financial services industry.
- IT skills: Avaloq, VIP, DDB, Allfunds, Suite office, Appway.
- Banking knowledge: good knowledge of the Group's activities, particularly those involving direct collaboration.
- Legal knowledge: practical knowledge of current regulations, particularly those concerning static customer data.
- Rigor and method.
- Analytical and critical thinking skills.
- Sense of service and communication.
Client Register Specialist - Luxembourg - Pictet
Description
Your team
The Pictet Group is one of the world's leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented at 30 offices in financial centres worldwide, and currently employs over 5200 people. Pictet has been present since 1989 in Luxembourg, where it employs over 700 people.
Operationsprovide secure and efficient processing of Pictet's banking transactions and investment funds. Our teams ensure all activities follow regulations and manage risks.
By developing and maintaining a modern, robust infrastructure, we guarantee reliable, high-quality services for Pictet wealth management, asset management and real estate clients.
This function is part of the Client Register - LUX Team, and report directly to the Client Register Team Leader.
Your role
Your profile
Note
We will not accept any CVs from agencies.
In accordance with the provisions of the Luxembourg law of 23 July 2016 amending the law of 29 March 2013, candidates may be required to provide an extract from their criminal record. This document, issued by the authorities, must not be older than three months. Such a document will be requested with the aim of carrying out a character check on candidates, bearing in mind the area of activity of our establishment and, more particularly, the tasks described in the job description.
Flexible and modern ways of working
As a responsible and supportive employer, we promote the well-being of our employees through a set of flexible working arrangements, ranging from a work-from-home policy for eligible functions to opportunities for annualised part-time leave and extended parental leave.
Diversity & Inclusion
Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.
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Client Register Specialist
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Client Register Specialist
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