Client Lifecycle Management Specialist

il y a 1 semaine


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 future._
- This is an excellent opportunity to become part of a dynamic and professional team, where you will gain in-depth expertise in client lifecycle management and contribute to the continuous improvement of our operational processes. We offer a collaborative work environment and the chance to be involved in impactful projects._

**Your Challenge**:

- Manage and maintain client data throughout the entire lifecycle, including onboarding, maintenance, and offboarding
- Ensure adherence to internal business rules and external regulatory requirements, including CRS and FATCA
- Analyse and validate client documentation, proactively identifying and addressing deficiencies
- Define documentation needs for various client types (natural and legal clients), including complex structures
- Collaborate with internal stakeholders such as Compliance and Relationship Managers
- Support KYC/AML reviews across all risk classes
- Participate in internal projects and testing related to client data and banking systems
- Continuously evaluate and improve processes to enhance efficiency and compliance.

**Your Profile**:

- Minimum of 4 years of professional experience in banking, preferably with a focus on client data management
- Prior experience with Avaloq is highly desirable
- Strong understanding of KYC/AML requirements and client onboarding documenta-tion
- Working knowledge of CRS, FATCA, and QI documentation requirements
- Excellent organizational and communication skills
- High attention to detail and a proactive, analytical mindset.
- Fluency in English is required; knowledge of German or Scandinavian languages is considered an asset.

In the event of an Employment we will ask you to present a criminal record.

**Your contact person**:
**Anna Wiemer**: Senior People & Culture Consultant



  • Luxembourg Deutsche Bank Temps plein

    Current 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...


  • Luxembourg Deutsche Börse Temps plein

    **Build the future of financial markets. Build yours.**: Ready to make a real impact in the financial industry? At Deutsche Börse Group, we'll empower you to grow your career in a supportive and inclusive environment. With our unique business model, driven by 15,000 colleagues around the globe, we actively shape the future of financial markets. Join our One...

  • Client Lifecycle Document

    il y a 1 semaine


    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...

  • Project Manager

    il y a 3 jours


    Luxembourg Blackridge Group Temps plein

    **PROJECT MANAGER - CLIENT SERVICES (FA, TA) [M/F/D]** **About The Role** - Act as the main contact for key clients, cultivating stable relationships and supporting key structuring projects. - Establish strong relationships with internal partners, including Client Services, Custody, Product, and Transfer Agency. - Oversee end-to-end operational projects for...

  • Client Service Manager

    il y a 1 semaine


    Luxembourg MFS Investment Management Temps plein

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...

  • Client Service Manager

    il y a 2 semaines


    Luxembourg MFS Investment Management Temps plein

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...

  • Specialist, Trustee

    il y a 5 jours


    Luxembourg The Bank of New York Mellon Corporation Temps plein

    **Specialist, Depositary Client Management Team, Trustee & Depositary** **_Bring your ideas. Make history. _** BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or...


  • 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...

  • Client Success Manager

    il y a 4 jours


    Luxembourg, Luxembourg Fundcraft Temps plein

    About the role:As a Client Success Manager, you play a critical role in establishing and maintaining long-term relationships with a portfolio of clients, ensuring they fully utilise fundcraft's platform to achieve their operational goals. Acting as the primary point of contact, you manage all client needs and inquiries, providing expert support and guidance....


  • 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...