Client Lifecycle Document
il y a 3 semaines
**Client Lifecycle Document & Data Management Team Leader**:
**Your role**
Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness?
We are looking for a someone to:
- Support client advisors in delivering exceptional client service and experience.
- Be a point-of-entry contact for clients with account queries, static data changes, managing client documents and client contracts.
- Assist with account opening, onboarding, due diligence, and monitoring activities.
- Be a point of entry for client advisor’s requests.
- Collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements.
- Meet challenges with a positive attitude and a can-do mentality.
- Leading a small team and helping them to reach their goals and meet their targets in terms of WM growth.
**Your team**
You’ll be working in the Client Support Organization Team in Luxembourg. As a client account manager, you'll play an important role in our delivery of bespoke client services. Our combined efforts help manage, preserve, and grow the wealth of our clients, through strong partnership at every stage of their journey. We embrace positive attitude and a good supportive team spirit.
**Your expertise**
- Unyielding attention to detail, even when under pressure
- Team player that remains calm while managing conflicting priorities
- Works with absolute discretion and with the adaptability to changing demands.
- Good communication skills, negotiating abilities, self-motivation.
- Entrepreneurial thinking and action with adequate social competences.
- Fluent in English, every other language will be an added value.
- Ideally you already collected experience in leading a Team and/or smaller projects.
**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.
**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?
**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.
-
Client Lifecycle Document
il y a 2 semaines
Luxembourg, Luxembourg UBS Temps pleinLuxembourg Operations Global Wealth ManagementJob Reference #BRCity LuxembourgJob Type Full TimeYour role Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness? We are looking for a someone to:Support client advisors in delivering exceptional client service and experience. Be a...
-
Internship Client Lifecycle Management
il y a 2 semaines
Luxembourg, Luxembourg Deutsche Bank Temps pleinCurrent students brought into the organisation on a short-term basis for the purpose of gaining practical, paid work experience, learning opportunities and/or as a pipeline for entry-level fulltime roles for graduates. Typically interns will be in their penultimate year of study of a bachelor degree but in some instances, may be earlier in their academic...
-
Client Lifecycle Document
il y a 1 mois
Luxembourg UBS Temps pleinLuxembourg - Operations - Global Wealth Management **Job Reference #** - 284903BR **City** - Luxembourg **Job Type** - Full Time **Your role** - Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness? - We are looking for a someone to: - Support client advisors in delivering...
-
Internship in Clm
il y a 1 semaine
Luxembourg Deutsche Bank Temps plein**Internship: CLM - Client Lifecycle Management**: **Luxembourg, 3 - 6 months, starting on the 1st of a month**: Client Lifecycle Management Luxembourg is the on-boarding unit for corporate clients. Within this function, we are responsible for the risk analysis and risk classification and documentation of the existing client data base and all new client...
-
Client Lifecycle Management Specialist
il y a 4 semaines
Luxembourg UBS Temps pleinLuxembourg - Operations - Global Wealth Management **Job Reference #** - 285000BR **City** - Luxembourg **Job Type** - Full Time **Your role** - Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness? - We’re looking for a Client Lifecycle Management specialist to: - Support...
-
Client Lifecycle Management Specialist
il y a 2 semaines
Luxembourg, Luxembourg UBS Temps pleinLuxembourg Operations Global Wealth ManagementJob Reference #BRCity LuxembourgJob Type Full TimeYour role Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness? We're looking for a Client Lifecycle Management specialist to:Support client advisors in delivering exceptional client...
-
Client Lifecycle Management
il y a 1 mois
Luxembourg UBS Temps pleinLuxembourg - Operations - Global Wealth Management **Job Reference #** - 284902BR **City** - Luxembourg **Job Type** - Full Time **Your role** - Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness? - We’re looking for a Client Lifecycle Management Team Leader to: - Support...
-
Client Documentation Specialist
il y a 2 semaines
Luxembourg, Luxembourg Axis Temps pleinActivités quotidiennes :Examiner la documentation du client pour l'ouverture, la modification ou la fermeture du compte et s'assurer de la conformité avec les directives et règlements de la banque ;Vérifier l'exhaustivité de la documentation pertinente en fonction de la situation du client ;Mettre à...**Description**Activités quotidiennes:- Examiner...
-
Client Documentation Specialist
il y a 2 semaines
Luxembourg, Luxembourg UNION BANCAIRE PRIVÉE, UBP SA Temps pleinClient Documentation Specialist - Temporary12 months - (M/F):Mission:You will join Luxembourg's COO Division as a Client Documentation Specialist to ensure the quality and the accuracy of the client's data in terms of KYC rules.Challenges:The Client Documentation Specialist must ensure a high quality data maintenance.Main responsibilities:I Day to day...
-
Stagiaire - Customer Lifecycle Development
il y a 2 semaines
Luxembourg, Luxembourg POST Luxembourg Temps plein**Stagiaire - Customer Lifecycle Development**:**Date**:14 avr. 2023**Lieu**: Luxembourg, Luxembourg**Entreprise**:POST LuxembourgActeur majeur des télécoms et opérateur national du service postal et financier postal, le groupe POST Luxembourg est un pilier incontournable de l'économie luxembourgeoise.**POST Telecom S.A** recherche actuellement pour son...
-
Intern - Client Onboarding & Lifecycle Management
il y a 2 semaines
Luxembourg Deutsche Börse Temps plein**Learn. Develop. Grow. But always: Share value**: Join our international team that drives positive change, united by a spirit of openness and curiosity. We empower you to have an impact and to grow - personally and professionally. With us, you work at the heart of financial systems and evolve the way markets operate. We’re excited about the future because...
-
Intern - Client Onboarding & Lifecycle Management
il y a 1 semaine
Luxembourg Deutsche Börse Temps plein**Learn. Develop. Grow. But always: Share value**: Join our international team that drives positive change, united by a spirit of openness and curiosity. We empower you to have an impact and to grow - personally and professionally. With us, you work at the heart of financial systems and evolve the way markets operate. We’re excited about the future because...
-
Intern - Client Onboarding & Lifecycle Management
il y a 1 mois
Luxembourg Deutsche Börse Temps plein**Learn. Develop. Grow. But always: Share value**: Join our international team that drives positive change, united by a spirit of openness and curiosity. We empower you to have an impact and to grow - personally and professionally. With us, you work at the heart of financial systems and evolve the way markets operate. We’re excited about the future because...
-
Intern - Client Onboarding & Lifecycle Management
il y a 2 semaines
Luxembourg, Luxembourg Deutsche Börse Temps pleinLearnDevelop Grow But always:Share value:Join our international team that drives positive change, united by a spirit of openness and curiosity. We empower you to have an impact and to grow - personally and professionally. With us, you work at the heart of financial systems and evolve the way markets operate. We're excited about the future because we are the...
-
Client Documentation Officer Fr-en
il y a 2 semaines
Luxembourg, Luxembourg SOFITEX Temps pleinde l'entrepriseSofitex Talent RecruitmentFort d'une expérience de plus de 30 ans dans les Ressources Humaines, Sofitex est un réseau international de Travail Temporaire et de Placement en CDI. Sofitex fonde sa dynamique et son succès sur le professionnalisme de ses équipes, sa forte réactivité et sa proximité.Description de l'offrePour l'un de nos...
-
Client & Document Archiving Administrative - Summer
il y a 4 semaines
Luxembourg UBS Temps pleinLuxembourg - Business management, administration and support - Global Wealth Management **Job Reference #** - 295860BR **City** - Luxembourg **Your role** - We’re looking for a Client & Document Archiving administrative to: - Manage daily business documentation archiving. - Manage backlog on documentation scanning and archiving. **Your team** - Client...
-
Cdd (6 Months) - Kyc Ops - Lifecycle, Controls &
il y a 3 semaines
Luxembourg Findel Airport ING Temps pleinCDD (6 months) - KYC Ops - Lifecycle, Controls & Support Dans le cadre du renforcement de son département KYC Ops, ING Luxembourg recherche un contrat pour une durée de 6 mois. Vous prendrez en charge le contrôle Due Diligence de nouveaux clients et de clients existants dans tous leurs aspects KYC (Know Your Client), et AML (Anti-Money Laundering) en...
-
Cdd (6 Months) - Kyc Ops - Lifecycle, Controls &
il y a 2 semaines
Luxembourg Findel Airport ING Temps pleinCDD (6 months) - KYC Ops - Lifecycle, Controls & SupportDans le cadre du renforcement de son département KYC Ops, ING Luxembourg recherche un contrat pour une durée de 6 mois.Vous prendrez en charge le contrôle Due Diligence de nouveaux clients et de clients existants dans tous leurs aspects KYC (Know Your Client), et AML (Anti-Money Laundering) en...
-
Client & Document Archiving Administrative - Summer
il y a 2 semaines
Luxembourg, Luxembourg UBS Temps pleinLuxembourg Business management, administration and support Global Wealth ManagementJob Reference #BRCity LuxembourgYour role We're looking for a Client & Document Archiving administrative to:Manage daily business documentation archiving. Manage backlog on documentation scanning and archiving.Your team Client & Document Archiving team serves the Wealth...
-
Imi Cib
il y a 3 semaines
Luxembourg Intesa San Paolo Temps pleinIntesa Sanpaolo is the banking group leader in Italy. Assisting more than 14,6 milion of retail customers through a network of 5360 branches, it significantly supports the development of Companies and gives an important sustain to the country's growth. _The Group has a selected retail banking presence in Central and Eastern Europe, the Middle East and North...
