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CLIENT DOCUMENTATION SPECIALIST

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Temps plein
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Zurich

Mission:

Ensure the quality and the accuracy of the client’s data at any stage of the banking relationship.

Challenges:

Being accurate and detail-oriented; work under pressure with high volume and tight deadlines.

Main responsibilities:

  • Input data of account openings and modifications in different systems
  • Provide first class customer service to stakeholders
  • Verify that the information entered in the Bank's systems is complete according to the documentation signed
  • Signature checks
  • Digitize and scan clients account documentation amendments and opening
  • Close relationship with Relationship Managers, answering their requests
  • Provide first class customer service to stakeholders
  • Handle administrative tasks in an efficient manner
  • Coordinate efforts to help a smooth flow in the process and always seek for improvements
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Risk and Market price DT&D Lead M/F/D

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Temps plein
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Genève

Job Purpose and Impact

The Risk and Market prices DTD Lead owns establishing and delivering DT&D capabilities for the Risk Management Group and enabling in a coherent, efficient and effective way  market price capabilities across the corporation to serve Trading and Risk management processes as ONE Cargill. In this role you will be accountable for defining the Digital Technology and data Strategy within the scope in alignment with business groups and functions strategies and, managing a team of technology professionals, to successfully implement it delivering, enhancing, and supporting an ecosystem of internal and external applications and services. You will also act as a strategic advisor to businesses and functions to guide investment decision within your scope to unlock business value and ensure evolution of the technology and data landscape.

Key Accountabilities

  • Works closely with wider business, function, and technology teams to define DT&D strategy/priorities within the scope (Risk management and market prices)
  • Provides consultation and strategic expertise to stakeholders in defining requirements, and provides broad oversight to portfolio investments regarding digital, innovation and modernization initiatives.
  • Structure and lead a high performing team and assign DT&D resources to ensure successful execution of the DT&D strategy: delivering/enhancing/supporting projects, ecosystem of products and internal and external services.
  • Manage financial: optimize operational costs and ensure projects are delivered on budget.
  • Develop plans and deliver results in a fast-changing business or regulatory environment, while leading and developing a team of experienced professionals and supervisors, coaching and making decisions related to talent management hiring, performance and disciplinary actions. You will also collaborate with managers and supervisors in your organization to ensure staff selections align with current and future needs.
  • Mange relation and strengthen partnership with strategic vendors.
  • Other duties as assigned
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IT

Head of Software Development Life Cycle (SDLC) Governance and Change

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Temps plein
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Genève

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.

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Conseiller/ère senior en financement, promotion immobilière

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Temps plein
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Genève

Le team des promoteurs immobiliers est rattaché au département Immobilier et Constructions de la Division Entreprise.Afin de compléter cette équipe expérimentée, nous recherchons un ou une conseiller senior en financement, promotion immobilière, 100%.

Vos missions principales:

  • Acquérir, prospecter et fidéliser la clientèle des professionnels de l’immobilier, en particulier le segment des promoteurs immobiliers.
  • Délivrer un conseil professionnel et personnalisé en matière de financement de la clientèle entreprise (PH, crédit de construction, Leasing, crédits en blanc, etc.).
  • Analyser de manière autonome les demandes de crédits de la clientèle professionnelle de l’immobilier.
  • Prendre des décisions dans le cadre de vos compétences ou préaviser aux instances supérieures.
  • Préparer les offres de crédits.
  • Gérer et suivre le risque d’un portefeuille clients.
  • Participer à des projets internes et à la formation des collaborateurs/trices juniors.

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Wealth Management

Risk Manager - Investment Risk & Suitability

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Temps plein
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Genève

Lombard Odier valorise la durabilité et la préservation du patrimoine des clients. Le département Investment Solution recherche un Risk Manager pour surveiller la stratégie de gestion, l'utilisation de produits d'investissement, communiquer les risques, suivre la réglementation, et participer à des projets spécifiques. Le profil recherché comprend une formation en économie/finance et 3-4 ans d'expérience en gestion du risque ou finance.

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Divisional Treasury Analyst

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Temps plein
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Zurich

Overview of the role

Treasury Control

  • Preparation of Divisional and some local Treasury Reports: quarterly, monthly and weekly
  • Analysis of the Treasury investment across our Division and 3 banks
  • Execute weekly Cash Management reporting
  • Net Interest Income and FX Trading revenue analysis
  • Prepare presentation materials for Senior Management
  • Control financial Operations on Treasury investments and follow internal limits and guidelines
  • Document and update Divisional and Local Treasury Policies & Procedures

Forecasting & Planning

  • Participate in the Planning and Budget process
  • Help coordinate projections on Credit, Deposits and Treasury Investments across our 3 banks and Division
  • Participate in Capital and Liquidity Planning management
  • Provide Support on Balance Sheet and Off-Balance Sheet KPI monitoring

Projects

  • Participate in global and local Treasury & ALM projects. Currently:
    • FTP (Fund Transfer Pricing)
    • harmonize local Treasury reporting across the 3 banks
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