Simone Pfeifer Email & Phone Number

Luxembourg

Luxembourg

- Onboarding of new private and legal client accounts- Handling of day-to-day business according to AML and KYC policies (Quality control of documentation for new and existing clients, including tracking of document deficiencies)- Testing of Core Banking System Updates- Involved in testing of new banking applications- Project member for all Client Data Management projects (Documentation processes, implementation of new Onboarding Tools, Integration of new clients from Purchase deals,..)- Training of new colleagues

Kirchberg, Luxembourg

- Active support of internal projects (preparation of system specifications, software testing, briefing of colleagues)- Drive, coordinate and implement new document topics and actively support task forces (FATCA, AEI,…)- Actively revising existing procedures and workflows- Preparation of internal manuals to align process workflows- Providing training and support to employees on operational procedures and workflows- Ensure compliance with regulatory requirements / internal policies- Preparation and Handling of the Account Opening Committee- Review of legal documentation for different company structures- Handling of day-to-day business according to AML and KYC policies (Quality control of documentation for new and existing clients, including tracking of document deficiencies)- Participation in the 'Next Generation Program' from 2013 until 2016- Participation in the 'Group Operations Advance Talent Program' 2016 (support for Robotics / Automation implementation)- Promotion of the UBS Idea Generation Project across the Bank (proactive engagement and close collaboration with all relevant stakeholders for the development and implementation of ideas for the enhancement of UBS)

Kirchberg, Luxembourg

- Opening of accounts in the new banking system of Deutsche Bank Luxembourg S.A. and migration of customer details - Booking of customer transactions and preparation of income statements

Kirchberg, Luxembourg

- Support of internal projects - Handling of day-to-day business (account openings, customer and account documentation, client transfers, teller transactions)- Independent software testing at introduction of CRM Tool WinDekis and updates of the software (logging and follow-up of detected errors, writing of operating instructions, employee trainings)- Software testing of updates of core banking system Apsys (logging and follow-up of detected errors, employee trainings)