Offers

Your role

Support Senior banker in the administration and management of UHNWI’s client book on a daily basis.
Contribute to maintaining and improving a very high quality service in a challenging UHNWI environment (i.e. multi-jurisdiction, complex structure, sophisticated investments, demanding clients).
Thanks to strong skill sets, prepare and support the production of frequent tailored/ detailed clients’ presentations and reporting.
Collaborate with bankers assistants in our admin. remediation - ensuring compliance with all our internal operational duties.
Team-up regularly and efficiently across all our organization mainly our investment solution, risk management, operations, wealth planning, compliance, and legal teams. Develop a high level of competency on bank offerings.
Ensure that the quality of information delivered to clients meets high standards (meeting restitutions, information input into CRM, etc.).

Vous appréciez le contact, vous connaissez les bases de l'activité bancaire et vous souhaitez vous développer dans le conseil ou dans d'autres domaines du secteur ? Nous sommes à la recherche d'un conseiller clientèle privée. Vos tâches principales :

• Au bureau, vous représentez UBS, accueillez chaleureusement les clients et assumez le rôle d'hôte.
• Vous conseillez les clients sur les thèmes de la prévoyance et de l'établissement et développez votre expertise dans ces domaines.
• Et enfin, vous enthousiasmez les clients pour le monde numérique et les aidez à utiliser l'e-banking, la banque mobile ou TWINT

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)

Reporting to the Global Head of CHESS & Social Responsibility, the Global Industrial & Behavioural Health & Safety (H&S) Lead is a member of the Global CHESS & Social Responsibility Leadership Team with collective responsibility to define and execute a CHESS & Social Responsibility strategy.

Individually this role will be the leading expert in the field of Industrial and behavioural H&S across Trafigura, its subsidiaries, divisions, Joint ventures and value chains.
Accountable for the development, implementation and continuous improvement of an Industrial/behavioural Health & Safety Management programme. This includes supporting Trafigura teams & sites globally in industrial / behavioural health & safety execution and implementing new safety thinking to enhance the voice of the frontline in health & safety performance.

The role works across subsidiary, division and facility HSSE professionals and Leadership teams.
Industrial safety in Trafigura covers:
• Mining
• Metals processing & production
• Petroleum & new fuels (methanol, hydrogen, ammonia) processing, production, storage & logistics
• Construction and structural health & safety (including temporary installations)
• Rail operations and infrastructure management
• Vessel Operations covering Marine, fuelling and barging

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