Client Data Management Administrator (Full-time/part-time)

Purpose of the Job

Quintet Private Bank is a leading private bank in the wealth management sector. We are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (<2,000 employees across 50 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth. When you join Quintet you are joining a company that values diversity of background, equal access to opportunities, career development, collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes. 

As a Client Data Management Administrator, you are in charge of the setup of new accounts and the lifecycle events, you are committed to take in charge various tasks linked to the client data administration  in the core banking systems, notably further to client account documentation renewal and maintenance. 
Your actions cover a second level of control and indirectly contributes to challenge the data set in the systems by Front  and CLM  teams and impacting the universe of transactions as well the reporting towards the customer and regulators. Technical account administration is also In scope. 
Besides, you participate to the transversal review of data processes based on the difficulties and best practices encountered on the field. You do focus on the process flow, generate efficiency ideas and participate in the update of procedures.
 

Key Accountabilities

• Manage all Set up activities to client onboarding and Lifecycle, for natural persons and companies , for Private Banking and AS FIM business.
• Perform the required client data management in the Core Banking systems, based on the information received from the Client Lifecycle Management team or the Front Wealth and AS FIM teams ( For High Risk clients)  at various stages of the client relationship. 
• Perform the required client data management in the Core Banking systems, based on the information received directly from the Front Wealth and AS Fim teams (For Medium and Low risk clients) at various stages of the client relationship. 
• Perform the required client data management in the Core Banking systems, based on the information received from all kind of other entities within Quintet. (technical accounts, various technical set ups,..) .
• Assure Alert handling ( World check controls)
• Communicate efficiently with Wealth Client advisors and AS FIM Client Administrators to obtain relevant and complete documentation and documentation. Manage the workflow according to the priorities and coordinate with all the stakeholders. 
• Ensure a second level of control on the static data input and the electronic document management content , that is based on a static data monitoring and the follow up on Audit, Compliance and Regulator Advice, with respect of ongoing internal procedures and regulation
• Keep up with the regulations on Compliance (AML, MiFID, EMIR, Data Protection, …), Risk (Anacredit, Incident  Report) and Tax topics (FATCA, QI, CRS, UKRND,…) 
• Contribute to the team's best practices, generate efficiency ideas, participate in the procedure reviews & user guide updates.
• Be a trusted point-of-contact for all the internal departments such as Front Office, CLM, Compliance, dealing room, Operational teams, etc. for topics related to Data Management by being discreet and confidential due to sensitive data treated. 
   

Knowledge and Experience

• 2-3 years of experience in a similar role required
• Very good knowledge of the client lifecycle management
• Bachelor’s degree in Finance / Economics
   

Attributes and Qualities

• Team spirit and cooperating
• Being rigorous, disciplined, and responsible in your approach
• Strong ability to organize work, meet deadlines, prioritize work under pressure
• coordinate multiple tasks and maintain attention to detail
• Processes and procedures awareness, rigor to work in a structured environment and respect procedures and methods
• Capacity to make recommendations for continuous improvement
• Good communication skills (both written and verbal)
   

Technical Skills

• Proficiency in MS Office
• High ability to adapt to an environment involving multiple and complex tasks

Languages Skills

• Fluent in French and proficient in English
• Any other language is considered as an advantage