V.i.e. Private Banking Account Manager

il y a 2 semaines


Luxembourg Société Générale Temps plein

**Responsibilities**:
You will be integrated into the International Clients team of the Commercial Department of Societe Generale Private Banking in Luxembourg. The team is in charge of all relationships with non-French customers of the Private Bank and consists of Client Relationship Managers, Account Managers, a KYC Advisor and a Credit Advisor. As a V.I.E. Private Banking Account Manager, you will work closely with Relationship Managers to manage daily client operations and contribute to the strategic development of the desk.

Your responsibilities will include:

- 1. Operational and Client Support:

- Preparing and verifying account opening documentation for international clients
- Maintaining and updating client records in the CRM system, ensuring data accuracy and compliance
- Processing daily client transactions such as transfers, foreign exchange operations, and securities orders
- Managing credit-related activities, including technical setup, renewals, and irregularities
- Handling account balances, verifying fees, and preparing pricing exception requests
- Ensuring rapid resolution of administrative irregularities and monitoring their status with relevant teams
- 2. Activity Monitoring and Strategic Analysis:

- Automating and optimizing processes using tools like VBA and Excel macros
- Supporting regulatory and commercial initiatives by monitoring project progress and risks
- Assisting in the development and implementation of improved workflows and processes
- 3. Participation in Cross-Functional Projects and Strategic Initiatives:

- Collaborating with Relationship Managers and the Desk Management on regulatory and operational projects
- Organizing and preparing meetings, including creating presentations and drafting minutes
- Driving innovation by proposing and contributing to initiatives that enhance the client experience and optimize internal processes

**Profile required**:
Studies & experience:

- Graduate with a Master’s degree from a top-tier Business/Engineering School or University, ideally with a specialization in Economics, Finance or Wealth Management
- A previous experience (internship or apprenticeship) in private banking / wealth management is a plus

Language skills:

- Fluent in both French and English required (written and spoken)
- Additional languages would be an asset

Technical, operational & soft skills:

- Strong proficiency in MS Office (particularly Excel and VBA) and a talent for data management and process optimization
- Exceptional interpersonal skills, problem-solving abilities, and a collaborative mindset

**The VIE assignment in a nutshell**

In case a visa is necessary, please make sure your passport is valid up to 6 months after the end of the VIE contract to not delay your departure.

**Why join us**:
As soon as you arrive, you will be integrated into our teams and will learn every day alongside our experts, who will support you in your tasks. Gradually, you will become more independent in your projects, making this experience a real career accelerator. You will also discover all the diversity of our businesses, in a sector that is constantly evolving and innovating.

At the end of your VIE, various opportunities could be offered to you, in France and abroad.

**Business insight**:
At Societe Generale, we are convinced that people are drivers of change, and that the world of tomorrow will be shaped by all their initiatives, from the smallest to the most ambitious.
Whether you’re joining us for a period of months, years or your entire career, together we can have a positive impact on the future. Creating, daring, innovating and taking action are part of our DNA.
If you too want to be directly involved, grow in a stimulating and caring environment, feel useful on a daily basis and develop or strengthen your expertise, you will feel right at home with us

**Still hesitating?**
You should know that our employees can dedicate several days per year to solidarity actions during their working hours, including sponsoring people struggling with their orientation or professional integration, participating in the financial education of young apprentices, and sharing their skills with charities. There are many ways to get involved.

Diversity and Inclusion


  • Account Manager

    il y a 1 semaine


    Luxembourg ING Temps plein

    ING Luxembourg is looking for its Private Banking Client department an **Account Manager - Private Banking - CDD** As an **Account manager **within the Private Banking team, you will be in charge of providing administrative and client services support to a team of relationship managers (Private Bankers). This is a fixed-term contract for 1 year. You will...


  • Luxembourg Société Générale Temps plein

    **Responsibilities**: We are looking for a V.I.E. to join the Client Service Managers team within SG Luxembourg! The department covers the Alternative Investment Funds where the future V.I.E. will contribute to the support of our long-term relationships with our clients and internal partners. The V.I.E. will begiven the opportunity to front, under the...


  • Luxembourg Svenska Handelsbanken AB Temps plein

    _Application Deadline: Sept. 17, 2024 _ - _Luxembourg _ - _On-site _ **_Job Description _**: **_The Job _** - We have an exciting opportunity to join our Private Banking team in the Luxembourg Branch. _ - Handelsbanken Luxembourg Branch started its activities in 1978 and is part of Handelsbanken Global Banking. We support the Bank’s customers in the focus...

  • Junior Rm

    il y a 2 semaines


    Luxembourg NonStop Consulting Temps plein

    My client, a stimulating Private Bank in the with clients around the world, a strong insight of the Luxembourgish flourished local banking industry with a commercial and business shriven mind-set is recruiting a Assistant Relationship Manager in direct contact with clients on one hand and the local investments on the other. As a Junior Relationship Manager...


  • Luxembourg Axis Temps plein

    **Description** - Cash Transfers: You will be responsible for managing the process of transferring funds between different accounts and ensuring that all transactions are accurate and timely. - Corporate Actions: You will handle corporate actions such as dividends, mergers, and stock splits, ensuring that these events are properly processed and communicated...


  • Luxembourg EFG International Temps plein

    **Responsibilities** - Lead and drive the Private Banking Support team and coordinate all activities **Main Tasks of the PBS team** - Advise and support Customer Relationship Officers (CROs) in the preparation of account /review files in order to facilitate the related processes. - Execute and supervise ex-ante controls with focus on internal processes and...


  • Luxembourg Julius Baer Temps plein

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant Relationship Manager Private Banking is a key member of the team within Private Banking. He/she supports the...

  • Client Account Manager

    il y a 6 jours


    Luxembourg UBS Temps plein

    Luxembourg - Business management, administration and support - Global Wealth Management **Job Reference #** - 269305BR **City** - Luxembourg **Job Type** - Full Time **Your role** - Are you ready to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure? - We’re looking for a Client Account...


  • Luxembourg, Luxembourg beBee Careers Temps plein

    Key ResponsibilitiesProvide professional and independent support for daily tasks, encompassing verbal and written correspondence.Conduct thorough preparations and follow-ups for account openings, catering to both private and corporate clients.Ensure timely execution of payment instructions, maintaining accuracy and efficiency.Prepare and follow-up on...

  • Key Account Manager

    il y a 5 jours


    Luxembourg Avaloq Temps plein

    Company Description **Writing the future. Together.** Avaloq is a value driven, fast-paced financial technology and services company and we are committed to developing the banking solutions of tomorrow. Avaloq | Leading the way in wealth management technology Partner with a premium cloud banking software and service provider. Increase your efficiency and...