- Perform the required client data input in the systems, based on the information received from the Client Lifecycle Management team at various stages of the client relationship
- Ensure a second level of control on the static data input and the electronic document management content, that is based on a static data monitoring and the follow up on Audit, Compliance and Regulator Advice, with respect of ongoing internal procedures and regulation
- Keep up with the regulations on Compliance (AML, MiFID, EMIR, Data Protection, ...), Risk (Anacredit, Incidents Report) and Tax topics (FATCA, QI, CRS, UKRND,...)
- Contribute to the team's best practices, generate efficiency ideas, participate in the procedure reviews & user guide updates
- 2-3 years of experience in a similar role required
- Very good knowledge of the client lifecycle management
- Bachelor's degree in Finance / Economics
- Team spirit and cooperating
- Being rigorous, disciplined, and responsible in your approach
- Strong ability to organize work, meet deadlines, prioritize work under pressure
- Coordinate multiple tasks and maintain attention to detail
- Processes and procedures awareness, rigor to work in a structured environment and respect procedures and methods
- Capacity to make recommendations for continuous improvement
- Good communication skills (both written and verbal)
- Proficiency in MS Office
- High ability to adapt to an environment involving multiple and complex tasks
- Fluent in French and proficient in English
- Any other language considered as an advantage
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Client Data Input Administrator - Luxembourg - Quintet Private Bank
Description
Purpose of the Job
Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. We are a bank headquartered in Luxembourg and supervised by the ECB with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth. When you join Quintet you are joining a company that values diversity of background, equal access to opportunities, career development, collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes.
As a Client Data Administrator in charge of the lifecycle events, you are committed to take in charge various tasks linked to the client data input in the systems, notably further to client account documentation renewal and maintenance. Your actions cover a second level of control and indirectly contributes to challenge the data set in the systems and impacting the universe of transactions as well the reporting towards the customer and regulators. Besides, you participate to the transversal review of data processes based on the difficulties and best practices encountered on the field. You do focus on the process flow, generate efficiency ideas and participate in the update of procedures.
