Client Lifecycle Document

il y a 22 heures

Luxembourg UBS Temps plein

Luxembourg
- 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 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.

**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 Recruiting Luxembourg

**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 Management Officer

    il y a 3 jours

    Luxembourg Lombard Odier & Cie Temps plein

    A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...

  • Internship in Clm

    il y a 2 semaines

    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...

  • Internship in Clm

    il y a 7 jours

    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

    il y a 22 heures

    Luxembourg UBS Temps plein

    Luxembourg - 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 22 heures

    Luxembourg UNION BANCAIRE PRIVÉE, UBP SA Temps plein

    **Client 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...

  • 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 22 heures

    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...

  • Junior Client Documentation/kyc Officer

    il y a 2 semaines

    Luxembourg BTO spa Temps plein

    Who is BTO Research? BTO Research is a consulting firm, part of the Relatech Group, that has been supporting its clients in innovative projects for over 15 years, ensuring a customized approach to meet market challenges. Founded in 2008, we have gathered and enhanced the historical experience of consulting to which we have added two key elements: research...

  • Client Documentation Generalist 100%

    il y a 2 semaines

    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. Client Documentation Service carries the client of Bank Julius Baer Europe S.A. during all stages of the client life cycle....

  • Client Service Junior Analyst

    il y a 1 semaine

    Luxembourg, Luxembourg Deutsche Bank Temps plein

    Job Description:For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank,...