Operations Officer - Wealth management firm
Veröffentlicht am 18/06/2024
![Michael Page Luxembourg logo](https://s3.eu-west-3.amazonaws.com/moovijob.prod/96671/conversions/michael-page-luxembourg-thumb.jpg)
Michael Page Luxembourg
Support the team with operational and administrative tasks to manage client documentation and orders. Ensure smooth daily operations and efficient client service.
Client Details
Our client is a prominent private bank and wealth management firm in Luxembourg, dedicated to providing tailored financial solutions to a diverse clientele. They prioritize innovation, professionalism, and client satisfaction.
Description
Key Responsibilities
- Book daily market orders and manage corporate action events.
- Handle requests from clients and account managers.
- Perform Spanish Traspaso booking and reconciliation.
- Conduct securities transfer and cash reconciliation (daily, weekly, monthly).
- Manage cash transfers for private clients, trading desk, and IFA invoices.
- Book Forex and forward transactions, and manage deposit bookings.
- Ensure accurate transaction booking through four-eye controls.
- Administer SWIFT and SEPA, and liaise with the compliance department for AML validation.
- Participate in the Target 2 Consolidation Project as a tester.
- Collaborate with internal and external parties to resolve queries, escalate issues, and handle audit requests.
- Maintain and update procedures and user guides.
- Verify client signatures and update account information.
- Manage account openings, closings, and maintenance.
- Apply AML/KYC principles and validate contractual documents.
- Conduct due diligence analysis and research documentation.
- Support the operations area and provide backup when necessary.
Profile
Qualities of a Successful Candidate
- Higher education in Finance (minimum BAC+3).
- At least 2 years of experience in the banking industry.
- Strong knowledge of international financial products and markets.
- Experience with Olympic is a plus.
- Proficient in English and Spanish; French is an asset.
- Ability to work under pressure and meet deadlines.
- Proactive, open-minded, and responsible.
- Strong analytical and organizational skills.
- Flexible, adaptable, and a team player.
Key Skills and Keywords
- Banking operations
- International financial products
- Market orders booking
- Corporate action management
- Securities transfer
- Cash reconciliation
- Forex and deposit booking
- SWIFT and SEPA management
- AML/KYC compliance
- English and Spanish fluency
- Analytical skills
- Proactive and detail-oriented
Job Offer
What You Receive in Return
- Competitive salary and benefits.
- Opportunities for career advancement and professional development.
- A supportive and collaborative work environment.