Client Register Specialist

Calculatrice; Paliseul; Sur place; EUR 50 000 - 70 000; Plein temps

Résumé du poste

A leading investment service firm located in Belgium is seeking a skilled professional to manage customer accounts. The ideal candidate will have a Bachelor's degree in Business administration or finance, with 5-7 years of experience in senior administrative roles, specifically in the banking sector. Proficiency in relevant IT tools and a strong understanding of regulations are essential. This role offers flexible work arrangements and promotes diversity and inclusion.

Prestations

Flexible working arrangements

Employee well-being initiatives

Qualifications

• 5 to 7 years’ experience in senior administrative roles, preferably in banking.
• Good knowledge of Group's activities with direct collaboration.
• Practical knowledge of current regulations concerning customer data.

Responsabilités

• Open and manage private customer accounts.
• Ensure quality controls and manage credit card activities.
• Write and keep up to date procedures for department activities.

Connaissances

Avaloq

VIP

DDB

Allfunds

Office Suite

Appway

Analytical skills

Communication skills

Formation

Bachelor’s degree in Business administration, finance or related field

Description du poste

Pictet is an investment-led service company, offering wealth management, asset management and related services.

We are an independent investment partnership known for our long-term mindset, responsible approach to business and entrepreneurial spirit. These principles have defined us since 1805. For our clients, colleagues, and wider society, we always aim to do the right thing and honour our commitment to enduring quality.

With more than CHF 686 billion in assets under management or custody as of December 31st 2023, Pictet is today one of the leading Europe-based independent wealth and asset managers.

The Group is headquartered in Geneva, where its activities began, and employs more than 5000 employees. With 30 offices, it is also present in Amsterdam, Basel, Barcelona, Brussels, Dubai, Frankfurt, Hong Kong, Lausanne, London, Luxembourg, Madrid, Milan, Monaco, Montreal, Munich, Nassau, Osaka, Paris, Rome, Shanghai, Singapore, Stuttgart, Taipei, Tel-Aviv, Tokyo, Turin, Verona, Shanghai, New York and Zurich.

Your team

The Pictet Group is one of the world’s leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented at 30 offices in financial centres worldwide, and currently employs over 5200 people. Pictet has been present since 1989 in Luxembourg, where it employs over 700 people.

Operations provide secure and efficient processing of Pictet’s banking transactions and investment funds. Our teams ensure all activities follow regulations and manage risks.

By developing and maintaining a modern, robust infrastructure, we guarantee reliable, high-quality services for Pictet wealth management, asset management and real estate clients.

This function is part of the Client Register - LUX Team, and report directly to the Client Register Team Leader.

Your role

• Open, enhance and manage PEUSA and FPS / PAM private, professional, and institutional customer accounts and maintain static data and documents in dedicated IT systems.
• Ensure quality controls (4Y and consistency).
• Take care of “Cotation” activities, i.e., verify signatures, block/unblock accounts and authorize transfers.
• Ensure credit card follow-up (applications, cancellations, blocking/unblocking, settlements, trouble shooting, contact with provider).
• Ensure the completeness of customer data to meet the needs of all business and regulatory reporting.
• Write and keep up to date procedures relating to the department's activities.

Your profile

• Bachelor’s degree in Business administration, finance, or a related field.
• 5 to 7 years’ experience in senior administrative roles, preferably within the banking or financial services industry.
• IT skills: Avaloq, VIP, DDB, Allfunds, Suite office, Appway.
• Banking knowledge: good knowledge of the Group's activities, particularly those involving direct collaboration.
• Legal knowledge: practical knowledge of current regulations, particularly those concerning static customer data.
• Rigor and method.
• Analytical and critical thinking skills.
• Sense of service and communication.

Note

We will not accept any CVs from agencies.

In accordance with the provisions of the Luxembourg law of 23 July 2016 amending the law of 29 March 2013, candidates may be required to provide an extract from their criminal record. This document, issued by the authorities, must not be older than three months. Such a document will be requested with the aim of carrying out a character check on candidates, bearing in mind the area of activity of our establishment and, more particularly, the tasks described in the job description.

Flexible and modern ways of working

As a responsible and supportive employer, we promote the well-being of our employees through a set of flexible working arrangements, ranging from a work-from-home policy for eligible functions to opportunities for annualised part-time leave and extended parental leave.

Diversity & Inclusion

Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.