Wealth Management Assistant - Danish Desk (M/F)

Union Bancaire Privée

  • Luxembourg
  • CDI
  • Temps-plein
  • Il y a 2 mois
Support and assistance to the front office and clients:
  • Assist Relationship Managers (cfr. “RM”) in their relations with Wealth Management clients and marketing.
  • Cultivate relationships with clients to help the RM’s to ensure a high level of client satisfaction.
  • Respond to clients’ needs with the support of the team’s relationship managers or corresponding experts.
  • Prepare on behalf of the RM’s the contractual documents that need to be presented to clients or obtain supporting documents to complete their file.
Administrative tasks, transaction executions:
  • Follow up on maturity regarding deposits, loans and submit to the RM’s.
  • Ensure the swift input of clients’ transactions/instructions/requests (transfers, tax report requests, etc.) and verify if they are executed/addressed correctly.
  • Ensure that the necessary checks have been carried out before initiating fund outflows (transfers, securities settlements, cash for collection); follow-up on the correct validation of the orders with respective RM’s.
  • Ensure the correct management of clients' credit cards (requests, payments, trouble shooting).
  • Evaluate and pro-actively inform RM’s on clients’ request for information or assistance.
  • Provide administrative support to the relationship manager(s) with opening and closing accounts, preparing visits and trips, filing client data and documents, (f.ex. Mifid letters, …).
Record all inputted transactions and client contact in the Bank’s data systems (transaction reports, own contact reports, CMS declarations, etc.), as required by internal directives.Union Bancaire Privée (Europe), S.A. encourages all suitable qualified and eligible candidates to apply regardless of their gender identity or expression, age, racial, ethnic and cultural background, religion and beliefs, sexual orientation, disability or neuro diversity.In accordance with the provisions of the Luxembourg law of 23 July 2016 amending the law of 29 March 2013, retained candidate will be required to provide an extract from their criminal record as a part of UBP screening process.

Union Bancaire Privée