Titre de fonction: Central File/Client Adoption Team - Long term temporary mission
Type de Job: Temporaire
Catégorie d'emploi: Plein-temps
Industrie: Banking & Financial Services
Localisation: Geneva, Switzerland
Offre publiée: 28/08/2020
Numéro de l'offre: 32984
Nom du contact: Nathalie Ellison
Numéro de téléphone: +41 22 718 03 10
Email: n.ellison@lotuspartners.ch

Description de poste

For one of our clients, a private bank based in Geneva, we are looking for a :

 

CENTRAL FILE / CLIENT ADOPTION TEAM - LONG TERM TEMPORARY MISSION

 

Job description

  • Member or the internal Client Adoption Team, supporting the Switzerland and UK wealth management businesses
  • Support the Front Office on the new client adoption and account maintenance activities (participation in regular meetings with Front Office and other support functions to deliver support for complex account structures, advice on exceptions and special situations, verification of legal documentation and regulatory/ Bank's requirements, etc.)
  • Administration (input and update) of client data and respective account codification in the Bank's systems
  • Participate in the continuous assessment and recommend actions to improve the client onboarding process and iCAT operation model
  • Track account opening and maintenance process and proactively follow-up across Front Office teams on progress and propose assistance in resolution of related issues
  • Produce regular reporting on account opening process, define and track improvement actions
  • Participate in the periodic projects with the objective to share the expertise and contribute to the new process efficiency
  • Take on further responsibilities depending on personal job development and the evolution and needs of the internal Client Adoption Team

 

Profile required

  • University degree or equivalent
  • Minimum 5 years of Financial Services experience in a similar role including new client adoption and account maintenance (Compliance experience on the top is a plus)
  • Working knowledge of the Bank's products and services as well as a firm understanding of the regulations, policies and procedures
  • Working experience in the area requiring proactive coordination within operating areas throughout the Bank
  • Working knowledge of Avaloq and Appway a plus
  • Knowledge of CRS and FATCA regulation a plus
  • Fluent in English and French

 

All files will be treated with the utmost confidentiality