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Asset Management

Funds and Private Assets Tax and Regulatory Business Compliance Manager

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Temps plein
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Geneva

Your role

  • Ensure that all the ongoing due diligence as well as ad hoc requests from the fund and private asset counterparties are answered timely and properly.
  • Provide AML/KYC and QI/FATCA information to counterparties.
  • Ensure a timely and professional coordination with external stakeholders.
  • Liaise internally timely and efficiently with front officers, other operational teams, tax and legal advisors.
  • Contributing actively to the projects and the optimization of our activities.
  • Managing related risks for clients and the bank.
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ESG Data Manager

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Temps plein
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Geneva

In this role, you'll need to ensure data accuracy and consistency across diverse sources while staying current with evolving ESG regulations. You will balance integrating ESG data into investment models with broader organizational goals, ensuring timely compliance with global standards. Additionally, you'll collaborate across departments and external partners to implement the broader sustainability data strategy of the bank.

Main responsibilities

  • ESG Data Collection and Management
  • Data Analysis and Insights
  • Diffusion of ESG expertise
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Product Owner – Securities Settlement

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Temps plein
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Geneva

As the product owner “Securities Settlement”, you will form part of the Core Banking department and will report directly to the product manager of the Operations Domain. In your day to day you will interact with peer product owners, project managers, business analysts, developers and of course with your main business stakeholders.

YOUR ROLE

  • In close collaboration with the business develop a product vision and roadmap supporting the organization's strategic direction.
  • Establish effective communication between business stakeholders and the product team by acting as the primary point of contact to ensure clear understanding and address emerging needs and issues.
  • Foster a positive product team dynamic while maximizing ROI of product features as well as end users’ satisfaction.
  • Maintain & prioritize the backlog by including changes and project demands while ensuring product maintenance to guarantee stability and sustainability over the long term.
  • ...
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Client Relationship Officer

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Temps plein
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Zurich

Your role

Administer the end-to-end account-opening process, taking into consideration local regulatory specificities
•    Secure strict follow-up of documentation (e.g. pending items, middle office and R&C lists)
•    Assist documentation flows (e.g. archiving and processing physical and electronic forms)
•    Procure KYC information and update complementary documents in the systems
•    Process workflow requests in the systems (client codifications, credit card requests, credit lines, pricing exceptions, etc.)
•    Close coordination with the zone’s Business Risk Manager to resolve any risk and compliance matters
•  ...

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Central File Specialist

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Temps plein
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Geneva

Join our Central File team, a close-knit team that is the cornerstone of our private bank where your role will be varied.

Key responsabilities

  • Open clients’ accounts
  • Manage formal documentation and clients’ data (mutations, account closure, estate) 
  • Identify and apply standard tax requirements (CRS/FATCA/QI)
  • Grant online banking access
  • Scan and file documents related to account openings and mutations
  • Maintain clients, business introducers, third-party managers and insurances files
  • Carry out legal searches for the Legal department
  • Provide support to Front, Legal and Compliance teams
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Legal & Compliance

Avocat(e) - Private Client

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Temps plein
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Genève
Nous recherchons, pour une entrée immédiate ou à convenir, un(e) Avocat(e) - Private Client

  • Titulaire du brevet d'avocat suisse, vous aurez la possibilité d’être actif(ve) dans les domaines de structuration patrimoniale et de planification successorale dans un contexte suisse et international, impliquant notamment des trusts, fondations et des family offices.
  • Vous avez une formation juridique en droit suisse et vous êtes titulaire d'un brevet d'avocat suisse.
  • Vous avez un intérêt pour le droit des successions, le droit matrimonial, le droit international privé et le droit fiscal.
  • Une expérience à l’étranger (diplôme universitaire ou expérience professionnelle anglo-saxonne) serait un atout.
  • Vous avez un excellent esprit d'équipe. Vous avez une parfaite maîtrise du français et de l'anglais ainsi qu'une bonne connaissance au moins passive de l'allemand.
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