Contrato en Luxemburgo de mediador de fondos de inversión colectiva/mediadora de fondos de inversión colectiva

Career Opportunities: Client Register - Formal & Tax Specialist (121017)

Requisition ID 121017 - Posted 13/09/2024 - Luxembourg - Luxembourg - Activity area (2) - Experienced Professionals

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.

Technology & Operations design and integrate software applications ranging from portfolio management systems, trading platforms to banking and corporate solutions. The division is responsible for some of the Group's key innovations while sustaining business operations and developing custodian and funds administration services.

The role of the function is to perform formal checks on account-opening applications prior compliance review.

Your role

• Manage change in circumstances from a Tax point of view and update the relevant databases.

• Provide the static data for CRS / FATCA reporting and assure a flawless data quality.

• Validate tax documents (FATCA / CRS) and update the systems accordingly.

• Present files in front of the Tax Review Committee.

• Perform quality controls on account openings (4-eyes).

• Contribute to the digitalization of the Client Register and assisting archiving of documents.

• Keep abreast of changes in Luxembourg and EU legislation on client data protection, in particular by attending training sessions organized by the Bank.

• Draw up and update procedures relating to Client Register activities.

Your profile

Qualifications and experience

• Bachelor's degree in Finance or Economics.

• Min 5 years' experience in banking area.

Skills

• Very good MS Office skills (World, Excel, PowerPoint).

• Good working knowledge of FATCA, CRS and other regulations affecting client data.

• Good analytical and synthesis skills.

• Ability to understand new information and skills.

• Rigorous in ensuring accuracy and thoroughness.

Language skills

• Good command of French and English

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.