Context
Assistance in the on-boarding of Private Capital Clients.
Missions
- Conducting a sound analysis of projects from a Private Capital service offer perspective
- Guaranteeing the operational implementation of a new project (onboarding and migration)
- Developing a close working and structured relationship with internal stakeholders and clients
- Ensuring a structured communication (high quality of documents and exchanges both oral and in written) with internal stakeholders and clients
- Monitoring closely all projects using dashboard and reporting
- Handling or coordinating setups (opening of cash accounts, static data in eFront, FX, forward, collateral, pledge, listed derivatives…) in the various systems
- Ensuring quality of operational setups through diligent validation and customizing operational contracts
- Managing business priorities among the different projects
- Handling changes (change of names, operating model etc.) throughout the lifetime of the entities until the liquidation
- Organizing structured handover with internal stakeholders and with clients
- Ensuring the success of your projects (excellent communication, quality of the deliverables, respect of the milestones and deadlines) as well as client satisfaction
- Actively participating to ad-hoc projects to contribute to the success of the business implementation team, private capital department or for the bank/group