Client Service Manager Investors Relations
il y a 3 semaines
LUXEMBOURG
**SOYEZ LE PREMIER À POSTULER**
***
A NOTRE PROPOS
Maison d’investissement de convictions fondée sur l’idée que la richesse doit servir à construire demain, Edmond de Rothschild est spécialisé dans la banque privée et la gestion d’actifs.
Au service d’une clientèle internationale de familles, d’entrepreneurs et d’investisseurs institutionnels, le Groupe est également présent dans les métiers de corporate finance, de private equity, de l’immobilier et de fund services.
Son caractère résolument familial confère à Edmond de Rothschild l’indépendance nécessaire pour proposer des stratégies audacieuses et des investissements de long terme, ancrés dans l'économie réelle.
DESCRIPTION DE L'EMPLOI
Edmond de Rothschild Asset Management is seeking a
CLIENT SERVICE MANAGER INVESTORS RELATIONS - AML /KYC
ANALYST (M/F)
Permanent contract based in Luxembourg
Full time
MAIN MISSION
Edmond de Rothschild Asset Management (Luxembourg) is looking for a SENIOR ANALYST AML /KYC
- INVESTORS RELATIONS which main mission will be to achieve overall client satisfaction by providing excellent customer service whilst ensuring full compliance with regulatory and fund requirements.
DUTIES
- Interact with all investors, ensure timely processing of client documentation and account opening/update in accordance with standards set by the compliance department ;
- Attend the AML compliance committee and present the new/update investor’s file ;
- Perform first level of AML/KYC review within the context of account opening and/or account maintenance ;
- Prepare ad-hoc fund reporting as well as the necessary client reporting ;
- Ensure accurate and complete data input into the relevant systems, including FATCA and CRS data ; maintain data integrity and standards as per levels applied by the compliance department.
- Assist the relationship manager when meeting clients if needed ;
- Take ownership of rather complex cases and/or analyses, consulting with senior management and compliance where necessary.
- Use appropriate tact and diplomacy when exchanging with investors and/or clients
- Suggest openly improvements to daily business tasks.
PROFILE
- Master’s degree (equivalent Bac +4/5) in related field (law, finance ) ;
- Strong knowledge of AML and KYC laws and regulations ;
- Minimum 3 years of relevant professional experience in a similar position in the financial sector (bank or asset management) ;
- Strong understanding of rules and regulation applicable to the financial sector (FATCA, CRS, UCITS V, AIFMD, etc.) ;
- Very good command of English and French. Any additional language would be an asset.
- Familiar with Microsoft Office Package ;
- Ability to work under time constraints and under pressure ;
- Capacity to deal with various departments of the Management Company/Bank ;
- Good organizational/analytical skills and attention to detail, good oral communication and written presentation skills, team spirit, objectivity and rigor mindset.
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