Client Lifecycle Document

il y a 4 jours


Luxembourg UBS Luxembourg Temps plein

**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.



  • Luxembourg VP Bank AG Temps plein

    Are you curious and eager to seize new opportunities? Do you go the extra mile and have an open, communicative personality with a strong customer and solution orientation? Then let's exceed our customers' expectations together and continue the success story of VP Bank. With us, you'll find space for bold ideas and the opportunity to actively shape the...


  • Luxembourg UBS Temps plein

    Luxembourg - 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...


  • Luxembourg VP Bank AG Temps plein

    **Your Challenge**: - Act as one of the main contact persons for Depositary Bank colleagues on documentation requirements for fund-accounts and fund-related structures (SPVs, GPs etc). - Verify client documentation for completeness and consistency for Fund - and Private Banking-Account openings in accordance with regulatory requirements and internal...


  • 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...


  • Luxembourg UBS Temps plein

    Luxembourg - 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...

  • document and data manager

    il y a 7 jours


    Luxembourg, Luxembourg I.T. Skillfinder Temps plein

    LocationLuxembourg- Sector:Digital & Technology- Job type:Contract- Salary/Rate:negotiable- Contact:Sarah Doan-Gill- Contact email:- Job ref:19496USER_36- Consultant:Sarah Doan-GillDocument & Data Manager – Luxembourg (Contract)Own Data Integrity for a Key European Secure Connectivity InitiativeAre you meticulous, security-cleared, and experienced in...


  • Luxembourg Findel Airport ING Temps plein

    CDD (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...

  • Document and Data Manager

    il y a 4 jours


    Luxembourg Skillfinder International Temps plein

    **Location**- Luxembourg- - **Sector**: - Digital & Technology- - **Job type**: - Contract- - **Salary/Rate**: - negotiable- - **Contact**: - Sarah Doan-Gill **Job ref**: - 19496USER_36- - **Consultant**: - Sarah Doan-Gill- **Document & Data Manager - Luxembourg (Contract)** - **Own Data Integrity for a Key European Secure Connectivity Initiative** -...


  • Luxembourg Findel Airport Quintet Private Bank Temps plein

    **Purpose of the Job**: Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. We are a bank headquartered in Luxembourg and supervised by the ECB with an ambition to stay...


  • Luxembourg Schroders Temps plein

    **Client Service Control analyst** **About Schroders** Schroders is a global investment manager which helps institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. Our purpose is to provide excellent investment performance to our clients through active management....