Offers

Responsibilities

Client Tax Reporting

• Assisting in the production of country specific Client Tax Reports
• Monitoring and implementing new tax rules
• 1st level support for inquiries from client advisors
• Collaboration in projects on tax-related topics and technical implementation of existing or new processes

Tax Reclaim Service

• Preparing and transmitting of data files to the outsourcing provider
• Monitoring of tax reclaim requests with the outsourcing provider
• Ensuring the reimbursement chain to the clients
• 1st level support for inquiries from client advisors
• Assisting in the continuous improvement and further development of the entire tax reclaim process to ensure highest quality

Operational & Regulatory Taxes

• Reconciliation and preparation as well as monitoring and delivery of Swiss stamp taxes (Form 9) and Supplementary withholding taxes (Form 182)
• Monitoring and invoicing of Swiss stamp taxes for Ex-Custody clients
• Monitoring and updating the withholding tax rates according to the Double taxation treaty (DTT) for Swiss and Foreign clients
• Supporting function in further regulatory tax reporting topics such as:
  - U.S. Qualified Intermediary
  - U.S. FATCA
  - Automatic Exchange of Information (CRS Reporting)
• Identifying new opportunities for process improvements and improve the efficiency and control environment

Regulatory Transaction Reporting

• Monitoring and handling of FinfraG, MiFIR and EMIR Transaction Reporting
• Recognizing and solving issues
• Contact person for institutional clients and requests
• Ensure compliance with all regulatory and transactional tax reporting obligations

PTS is looking for a highly qualified and motivated Java Full Stack developer. As a Senior Trading Engineer, you will play a pivotal role in transforming high business ambitions and innovative ideas into high-performing and resilient technology solutions. Join our structured product and derivative DevOps team to shape the future of our application landscape, including our proprietary multi-issuer structured product platform called LionX and customized vendor solutions like LexiFi for complex OTC products.

Your role:

• Proactively assessing, designing, or developing potential changes to the platforms.
• Maintaining and providing support for agency trading derivatives applications (LionX, LexiFi).
• Collaborating with other software engineers in one or more Agile teams assigned to the project.
• Building deployment pipelines and establishing end-to-end testing environments.
• Developing reusable patterns, minimizing non-essential complexity, and encouraging innovation to enhance team velocity.

For our IT development department, we are looking for a skilled and experienced Project Manager to join the Delivery Governance & Quality Team, which defines the Software Development Life Cycle (SDLC) governance around methodology, testing and release management to enforce a controlled and efficient process. It supports Product teams in their transformation. It also manages quality engineers and release managers embedded in the product teams to stay close to the field.

Reporting to the Head of the Delivery division, you will be in charge of the “Governance and Change” team, managing 4 experienced Transformation Project Managers. With your team, you will define and control the governance on software development lifecycle and you will lead strategic projects to transform and optimize the SDLC process. These projects cover release and testing strategy, project and product management in an organization undergoing agile transformation . You will collaborate with cross-functional teams and multiple departments to ensure successful transformation initiatives.

The ideal candidate is a leader experienced in team management, with a strong background in project management and a proven track record of successfully delivering complex projects on time and within budget. This person has high emotional intelligence, strong critical-thinking, strength working cross-functionally, and an ability to influence and lead others to achieve project success. The candidate must be comfortable communicating with top management.

Au sein de l’unité Clientèle Privée, vous intégrerez le département des Gérants Externes (EAM), où vous apportez du support à une équipe dynamique et en pleine croissance.

Mission :

• Supporter l’équipe de chargés de relation EAM afin d’offrir en permanence un service premium à une clientèle professionnelle exigeante.
• Assurer les suivis administratif et opérationnel avec proactivité et indépendance, en lien direct avec la clientèle.
• Participer à l’effort commercial de l’équipe par une implication personnelle et un fort sens du service.
• Avec l’aide des chargés de relation, connaitre et orienter les clients parmi l’éventail d’outils, services et solutions de la banque.
• Assurer la liaison avec l’ensemble des services et contreparties internes afin d’apporter des réponses rapides et exactes aux demandes des clients.
• Effectuer la vérification et la passation d’ordres de transferts.
• Assurer la mise en conformité de documents, justificatifs et dossiers.
• Gérer de manière impeccable les ouvertures de compte standard.

Translated with DeepL.com (free version)