V.i.e. Private Banking Account Manager
il y a 7 jours
**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.
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