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Job Description & How to Apply Below
Position Overview
Role
Description:
This role supports the Luxembourg booking location—one of the key hubs for the US & Europe International Private Bank COO team—and is responsible for delivering end‑to‑end operational support across Trade & Payment (T&P) and Account Maintenance (AM) activities transitioned from Lux to India. The position plays a critical role in ensuring high‑quality execution of daily operations including instruction handling, scanning, static data review, container set‑up, manual statement generation, and DWO post‑payment reporting.
The role also supports process governance by maintaining data accuracy, , and adhering to established control frameworks.
In addition, the role contributes to broader COO activities such as business analysis, change coordination, and cross‑location workflow alignment. It requires close collaboration with Relationship Managers, Front Office, Luxembourg teams, and other internal stakeholders to ensure timely processing, efficient issue resolution, and an enhanced client experience. The position further supports reporting, KPI preparation, follow‑ups, and continuous improvement initiatives to drive scalability, operational efficiency, and service quality within the PB Centre India model.
What we’ll offer you
As part of our flexible scheme, here are some of the benefits that you can enjoy:
Best in class leave policy
Gender neutral parental leaves
100% reimbursement under childcare assistance benefit (gender neutral)
Sponsorship for Industry relevant certifications and education
Employee Assistance Program for you and your family members
Comprehensive Hospitalization Insurance for you and your dependents
Accident and Term Life Insurance
Complementary Health screening for 35 yrs. and above
Your key responsibilities:
Trade & Payment and Account Maintenance Responsibilities
Perform timely daily scanning and codification of transaction‑related emails and upload instructions into relevant systems
Manage the shared mailbox, route instructions appropriately, and send daily updates to Relationship Managers
Provide accurate information on maturing loans and term deposits; prepare and complete required templates
Support follow‑ups with Lux teams for pending/exception items
Compile monthly KPI reports, populate templates, and distribute reports to stakeholders
Assist with auto roll‑over processing for term deposits, ensuring 4‑eyes controls remain intact
Execute Renewal Reminder Service by proactively notifying Front Office Team on upcoming loan and time deposit maturities
Static Data Quality & Completeness Review
Review and capture client static data for accuracy and completeness
Ensure consistent client data required for assessments, reporting, and downstream processes
Identify missing or inconsistent data proactively
Container Set‑Up
Create and maintain client containers within Account Maintenance workflows
Manual Statement Generation
Prepare manual statements using pre‑defined templates
Preparation of client statements
Ensure timely delivery
Post‑Payment Reporting
Prepare weekly post‑payment reports
Share reports with Relationship Managers and perform follow‑ups regarding observations or required actions
Align reporting with Risk Management team review cycles and support root‑cause resolution of missing data
Collaboration & Service Delivery
Strengthen coordination between India and Luxembourg teams to support a unified operating model
Improve turnaround times for Account Maintenance and Trade and Payment activities while maintaining process quality and audit compliance
Enhance client experience through accurate static data, timely reminders, clean documentation, and seamless reporting
Your skills and experience
Attention to Detail – Ability to review static data, verify completeness, and ensure accuracy across Account Maintenance /T&P processes (1–2 years)
Email & Instruction Handling – Experience managing shared mailboxes, processing Front Office / Stakeholder instructions (1–2 years)
Operational Product…
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