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Lotte Svendsen

Lotte Svendsen

Secretary

Followers of Lotte Svendsen590 followers
location of Lotte SvendsenLuxembourg

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  • Timeline

  • About me

    Private Banking Assistant, Quintet Luxemburg Private Bank, Wealth Management Nordics

  • Education

    • Primary School at Bredagerskolen

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    • UBS University

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      Core Leadership Program

    • Ubs academy

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      UBS WM diploma

  • Experience

    • Lawyer E. Daugaard Christensen's office

      Mar 1986 - Jul 1988
      Secretary

    • Danske Bank Luxembourg S.A.

      Jul 1989 - Jan 2005
      Assistant Private Banking

      Danske Bank International S.A. Luxembourg (former Provinsbanken)Back office In-keying, nostro control and documentationReceptionInvestments funds Administration of subscription and redemption of shares Fixing daily price Prospect distributionAssistant Private Banking department Prolonging deposit and loans Foreign exchange deals Payment instructions Preparing meeting material Forwarding material to the clients Cashiers desk Security trading Helpdesk MasterCard Secretarial workAssistant Service Centre Luxembourg Swift Alliance OTU payment system Payment instructions Employee accounts Security transfers Foreign exchange deals Security trading Helpdesk MasterCard Third party payment control Show less

    • Landsbanki Luxembourg S.A.

      Jan 2005 - Dec 2008
      Assistant Wealth Management

      Landsbanki Luxembourg S.A. Assistant Wealth Management General administrative tasks Prolonging deposit and loans Foreign exchange deals Payment instructions Security trading Servicing rep. offices/intermediariesAdministrating equity release casesOpening/closing client accountsAdvising clients in administrative matters

    • Landsbanki Luxembourg S.A. in liquidation

      Dec 2008 - Jan 2009
      Assistant customer relations

      Customer relations officerAdvising clients in:transferring assetsclaims proceduremortgage paymentsCompliance

    • Altraplan S.A.

      Jan 2010 - Sept 2010
      Senior Officer - Dedicated Funds

      Servicing wealth planning solutions involving life insurance wrapper to HNWI, for both internal customers and externals clients including our business partners, in terms of back office duties.

    • UBS Luxembourg S.A.

      Sept 2010 - Dec 2019
      Client Advisor Assistant - Associate Director

      Supporting the Desk and its Client Advisors to achieve their targets and to provide a professional,accurate and efficient service to the clientsEnsuring that administrative arrangements and client related processes are completed andcontinuously improvedEnsuring that all client transactions such as orders, payments, subscriptions are properly andtimely executed as well as detailed documentedFulfilling further administrative tasks if and when neededEnsure the operational coordination of the set-up of new fund structuresCollaborate to the establishment of high-quality advice/solutions for our clients and workclosely together with our product specialists in order to reach the highest client satisfactionFollowing processes, guidelines, policies and best practices according to legal & compliancerequirements and sales efficiency standards• Ensuring Compliance with Bank's risk management and control principles, credit and risk profiles. Show less

    • Quintet Private Bank

      Jan 2020 - now
      Private Banking Assistant

  • Licenses & Certifications