Team Leader Formal & Tax - Client Register
Pictet Wealth Management
Luxembourg, LU
il y a 1j

Your role

  • Performing formal checks on account-opening applications prior compliance review.
  • Managing change in circumstances from a Tax point of view and updating the relevant databases.
  • Providing the static data for CRS / FATCA reporting and assuring a flawless data quality.
  • Validating tax documents (FATCA / CRS) and updating the systems accordingly.
  • Performing quality controls on account openings (4 eyes).
  • Contribute to the digitalisation of the Client Register and assisting archiving of documents.
  • Assisting the head of department ofor different projects.
  • Keeping abreast of changes in Luxembourg and EU legislation on client data protection, in particular by attending training sessions organised by the Bank.
  • Drawing up and updating procedures relating to Client Register activities.
  • Your profile

  • Good analytical and synthesis skills.
  • Leadership.
  • Rigorous and methodical.
  • Language skills :
  • French,
  • German,
  • excellent command of English,
  • Spanish and / or Italian would be a plus.
  • IT skills :

  • Avaloq, VIP, Excel, Word, notions of PowerPoint and BO.
  • Legal or tax knowledge : good working knowledge of FATCA, CRS and other regulations affecting client data.
  • Signaler cette offre d'emploi
    checkmark

    Thank you for reporting this job!

    Your feedback will help us improve the quality of our services.

    Postuler
    Mon email
    En cliquant sur « Continuer », je consens au traitement de mes données et à recevoir des alertes email, tel que détaillé dans la Politique de confidentialité de neuvoo. Je peux retirer mon consentement ou me désinscrire à tout moment.
    Continuer
    Formulaire de candidature