Дополнительные файлы cookie

Разрешая использование файлов cookie, Вы также признаете, что в подобном контенте могут использоваться свои файлы cookie.TrendZ не контролирует и не несет ответственность за файлы cookie сторонних разработчиков. Дополнительную информацию Вы можете найти на сайте разработчика. Для того чтобы разрешить или запретить установку файлов cookie данным сайтом, используйте кнопку ниже.

Я согласенНет, спасибо
Logo

Banker Professional, Russian Team

30-6-2021 | Senningerberg, Люксембург

The Role Will Be Responsible For:

  • Provide basic client information management
  • Prepare and review prospect/banking products pitches
  • Validate source of wealth of clients
  • Periodic updating of client backgrounds
  • Client invitation/nominations for events
  • Account opening approval coordination
  • Daily account administration: unblocking of accounts, setting up credit lines
  • Advisory and brokerage accounts trade execution and daily control over trade settlement
  • Contact point with Supervisory Management, Risk Management and Investor Support teams
  • Direct contacts with Asset Class Leaders desks on transactional matters
  • Team liaison with Operations and Client Service Specialist teams
  • Support Business Analysts in preparing, reviewing and approving Investment Performance review presentations for Investors to deliver to clients. Assisting in development of marketing pitches and investment ideas presentations
  • Maintaining risk management monitoring of the portfolios for investment purposes, regulatory purposes and other compliance issues.
  • Onboarding and Cross Border reviews
  • Supporting client feedback and error reviews
  • Internal Account maintenance and coverage management
  • Internal Financial reports
  • Create Mandates/Investment Parameters
  • Monitoring of fee schedules and billing
  • Documentation management (Alternatives, Suitability, Investment Parameters, OTC etc.)

Qualifications:

  • Degree educated, preferably in finance or business related subject (or equivalent)
  • Fluent in English and Russian
  • PowerPoint and Excel expertise required
  • Excellent interpersonal skills, both written and oral
  • Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
  • Ability to multi-task and manage priorities effectively
  • Good judgment and problem solving skills
  • Absolute discretion when dealing with confidential matters
  • Ability to work both independently and as a team player
  • Exceptional follow-up and follow-through skills
  • General comfort level with Internet/Intranet usage and ability to learn proprietary software

Откликнуться на вакансию в Linkedin
Trendz Europe пользуется информацией из открытых источников и не несет ответственности за дальнейшую коммуникацию с работодателем.