Wealth Management Process and Quality Specialist
Il y a 6 mois
Luxembourg
- Business management, administration and support, Compliance, Risk
- Global Wealth Management
**Job Reference #**
- 290136BR
**City**
- Luxembourg
**Job Type**
- Full Time
**Your role**
- Are you an expert in banking process risks and tools and especially on KYC? Do you like to educate others, encouraging high quality standards? Do you want help us manage, preserve and grow the wealth of our clients?
- We’re looking for a Process and Quality Specialist to:
- be the main contact for queries about regulations, processes, tools and risk
- perform the periodic KYC and AML checks for complex client structures
- organize and conduct training for new tools and processes to improve quality and enablement
- monitor risk reports, flag relevant issues to the team and escalate if necessary
- identify, evaluate and implement mitigation and improvement measures for client related or process/quality related risks
- collaborate closely with Client Relationship Managers, Client Service Managers, the Desk Head, as well as various internal departments e.g. Business Acceptance, Business Risk Organization and Compliance
**Your team**
- You will be working in the Asset Servicing - Global Family & Institutional Wealth (GFIW) team in Luxembourg servicing our clients. We bring all institutional custody capabilities under one roof and provide tailor-made structured fund or corporate solutions to sophisticated Wealth Management & UHNW Clients, Family Offices and Institutional clients. As a Process and Quality Specialist in Asset Servicing you will play an important role to manage the risks of the desk.
**Your expertise**
- successful track record in the investment fund and custody business or Wealth Management with knowledge of the regulatory framework in Luxembourg
- banking related education, ideally with Compliance background or a in client facing team dealing with risk topics
- proactive and supportive team player with a strong sense of responsibility and integrity and a positive attitude
- well organized, disciplined with a focus on details and risk standards and analytic
- good written and verbal communication and presentation skills (you’ll be facilitating training)
- fluent in English. German, French, Spanish and additional common language skills are assets
**About us**
- UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
- We have a presence in all major financial centers in more than 50 countries.
**How we hire**
**Join us**
- At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
- From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
**Contact Details**
- UBS Business Solutions SA
- UBS Recruiting
**Disclaimer / Policy Statements**
- UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
-
Process and Quality Specialist
Il y a 6 mois
Luxembourg UBS Luxembourg Temps plein**Process and Quality Specialist**: **Your role** Are you an expert in banking processes and tools? Do you like to educate others, encouraging high quality standards? Do you want help us manage, preserve and grow the wealth of our clients? We’re looking for a process and quality specialist to: - be point-of-entry contact for queries about regulations,...
-
Process and Quality Specialist
Il y a 6 mois
Luxembourg UBS Temps pleinLuxembourg - Business management, administration and support - Global Wealth Management **Job Reference #** - 288290BR **City** - Luxembourg **Job Type** - Full Time **Your role** - Are you an expert in banking processes and tools? Do you like to educate others, encouraging high quality standards? Do you want help us manage, preserve and grow the wealth...
-
Internal Client Coordinator
il y a 4 semaines
Luxembourg Indosuez Wealth Management Temps plein**Description du poste**: By joining the business development team, you will take part in the deployment of all operational aspects of the Business Development strategy of the bank through its several entities within Europe. - Poste avec management - Non - Cadre / Non Cadre - Non cadre - Niveau d'étude minimum - Bac + 5 / M2 et plus - Formation /...
-
Wealth Management Assistant
Il y a 6 mois
Luxembourg Indosuez Wealth Management Temps pleinDescription du poste - Au sein de notre département commercial Clientèle Internationale et BeNeLux, vous assistez nos Wealth Managers et Wealth Management Assistants dans le suivi journalier des opérations et support commercial de leur clientèle fortunée, notamment dans: - le suivi quotidien des comptes clients dans le respect strict des procédures...
-
Client Service Officer
il y a 3 semaines
Luxembourg Indosuez Wealth Management Temps plein**Description du poste**: - Daily monitoring of customer accounts in strict compliance with internal procedures and applicable regulations. You participate in account openings, KYC and KYT reviews of existing accounts, as well as financing proposals and reviews ; - Placing and monitoring financial orders and transactions ; - Internal and customer...
-
Academic Quality and Process Specialist
Il y a 7 mois
Luxembourg Université du Luxembourg Temps pleinThe** University of Luxembourg** is an **international research** university with a distinctly **multilingual** and **interdisciplinary** character. The University was founded in 2003 and counts more than 6,700 students and more than 2,000 employees from around the world. The University’s faculties and interdisciplinary centres focus on research in the...
-
Business and Quality Manager
Il y a 6 mois
Luxembourg UBS Luxembourg Temps plein**Business and Quality Manager (F/M)**: **Your role** Are you up for a challenge and interested in acquiring a wide range of knowledge from our clients' needs to our bank internal processes? Do you want to become an advocate for quality and improvement? You have a sharp eye for detail and investigating is a skill you would like to master? We're looking for...
-
Quality Feedback Specialist
Il y a 6 mois
Luxembourg UBS Temps pleinLuxembourg - Business management, administration and support, Management and Business Support, Process, project and program management - Global Wealth Management **Job Reference #** - 285290BR **City** - Luxembourg **Job Type** - Full Time **Your role** - Are you up for a challenge and interested in acquiring a wide range of knowledge from our clients'...
-
Business and Quality Manager
Il y a 6 mois
Luxembourg UBS Luxembourg Temps plein**Business and Quality Manager**: **Your role** Are you up for a challenge and interested in acquiring a wide range of knowledge from our clients’ needs to our bank internal processes? You have a sharp eye for detail and professional communication towards internal and external recipients is a skill you master? We’re looking for a colleague to: - be...
-
Investments Kyc and Coordination Officer
Il y a 3 mois
Luxembourg Indosuez Wealth Management Temps plein**Description du poste**: Indosuez Wealth Management (IWM) group, Crédit Agricole Group's international Wealth Management network, is one of the world's leading companies. IWM offers a wide range of UCITS and AIF investment products in various jurisdictions, including France, Switzerland, Monaco, Luxembourg. IWM offers, through its Management Company CA...
-
Internal Client Coordinator
il y a 4 semaines
Luxembourg CA Indosuez Wealth (Group) Temps plein**Type de métier**: Types de métiers Crédit Agricole S.A. - Gestion d'Actifs **Types de métier complémentaires**: Types de métiers Crédit Agricole S.A. - Risques / Contrôles permanents Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients **Intitulé du poste**: Internal Client Coordinator - Wealth Management - Internship 6...
-
Private Markets Portfolio Manager
il y a 4 jours
Luxembourg Indosuez Wealth Management Temps plein**Description du poste**: IWM offers a wide range of UCITS and AIF investment products in various jurisdictions, including France, Switzerland, Monaco, Luxembourg. IWM offers, through its Management Company CA Indosuez Wealth (Asset Management), an effective solution for the sustainable development of its Luxembourg investment funds for its Wealth Management...
-
Insurance Specialist
il y a 4 semaines
Luxembourg Indosuez Wealth Management Temps plein**Description du poste**: Au sein de la Direction Structuring & Financing, vos missions au sein de l’Equipe Assurance consistent dans la participation au développement de la gamme de produits d’assurances épargne destinée à notre clientèle privée. En tant que spécialiste assurance, vous apportez votre support aux Wealth Managers et participez à...
-
Relationship Manager Wealth Management
Il y a 6 mois
Luxembourg UBS Luxembourg Temps plein**Relationship Manager Wealth Management (F/M)**: **Your role** Are you a people person? Do you know how to give superior investment advice that grows client wealth? We’re looking for a Relationship Manager to: - develop and maintain trustworthy client partnerships with the main focus on strategic advice - grow topline through focus on GFIW clients,...
-
Relationship Manager Wealth Management
Il y a 6 mois
Luxembourg UBS Temps pleinLuxembourg - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 275192BR **City** - Luxembourg **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to give superior investment advice that grows client wealth? - We’re looking for a Relationship Manager to: - develop and maintain...
-
Business and Process Manager
Il y a 6 mois
Luxembourg UBS Temps pleinLuxembourg - Business management, administration and support, Management and Business Support, Process, project and program management - Global Wealth Management **Job Reference #** - 284687BR **City** - Luxembourg **Job Type** - Full Time **Your role** - Are you able to handle multiple priorities with energy and enthusiasm? Do you have an understanding...
-
Junior Investment Advisor
Il y a 2 mois
Luxembourg Indosuez Wealth Management Temps plein**Description du poste**: - Assister les Senior Advisors dans l’analyse de portefeuilles, la génération d’idées d’investissement et la réalisation de propositions d’investissement en accord avec la stratégie maison. - Se tenir informé de l’actualité des marchés financiers, des développements micro et macro-économiques et participer à la...
-
Process Improvement Specialist, Eu Amxl
Il y a 7 mois
Luxembourg Amazon EU Sarl Temps pleinA degree in business, engineering, supply chain, transportation, mathematics, economics physics or another technical field Relevant experience working in supply chain, transportation, project management or management consulting Relevant experience in communicating with senior stakeholders and leadership Relevant experience working with the MS Office suite...
-
Private Markets Financial Controller
il y a 4 jours
Luxembourg Indosuez Wealth Management Temps plein**Description du poste**: IWM offers a wide range of UCITS and AIF investment products in various jurisdictions, including France, Switzerland, Monaco, Luxembourg. IWM offers, through its Management Company CA Indosuez Wealth (Asset Management), an effective solution for the sustainable development of its Luxembourg investment funds for its Wealth Management...
-
Specialist Quality Management
Il y a 6 mois
Luxembourg Gate Gourmet Temps pleinWe’re looking for motivated, engaged people to help make everyone’s journeys better. - Key Accountabilities:- Support in developing, maintaining, expanding and documenting a QM system, QM objectives, emergency and inspection plans, as well as inspection sections, in consultation with the respective departments and external certification authorities- -...