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Wealth Management

Wealth Management – Client Onboarding Specialist – Analyst – Zurich

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Temps plein
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Zurich

PWM Operations in Zurich directly supports all the PWM clients of GSBZ Bank AG (Switzerland) working closely with the local PWM Business teams based in Zurich and Geneva as well as other PWM teams globally. As part of PWM Operations in Zurich, not only will you gain the opportunity to be part of a tight-knit high performing team in Switzerland, but also play a key role in contributing to PWM Operations globally.

HOW YOU WILL FULFILL YOUR POTENTIAL

  • Seize the opportunity to be a key player in the Client On-Boarding and Maintenance process for GS Bank AG in Switzerland
  • Use your excellent communication skills to build strong productive relationships with PWM Business, Legal, Compliance, Technology and the Operations Division globally.  Ensuring that you develop strong working relationships with the business is essential to your success in this role
  • Learn More. It is expected that you will look to expand your horizons and over time cross-train on the other functions performed by PWM Operations in Zurich
  •  Your valuable experience counts.  As a high performing individual, you will be expected to share subject matter expert knowledge with others and contribute in Operations forums to educate and evaluate account opening best practices
  • ...
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GBM Public, Pan-European Equity Sales, ANA/ASO, Zurich

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Temps plein
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Zurich

An opportunity has opened up for an analyst or associate to work in our Zurich-based institutional franchise sales team within our Global Banking and Markets division, with the scope to grow the Swiss institutional clients business for GS.

HOW YOU WILL FULFILL YOUR POTENTIAL

  • Supporting senior sales staff in maintaining and growing relationships with institutional clients in Switzerland by providing investment advice on global equities, macro & strategy research
  • Liaising with equity research analysts, hosting corporates and participating in marketing and roadshow events
  • Liaising with our research team to provide high calibre investment ideas to our clients and address specific client requests
  • Growing into a client facing person with client coverage responsibilities
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Funds & Special Products Operations Specialist

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Temps plein
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Geneva

To strengthen our Operations Teams, we are looking for various profiles providing skills in specific fields :

Key responsabilities

Job description/ key responsibilities of the Specialist:

  • Hedge Fund: Dealing, booking, corporate action, Nav update
  • Private Equity: Dealing, booking, corporate action, Nav update
  • Precious Metal: Dealing & booking

Job description/ key responsibilities of the Team:

  • Input and verification of prices of Hedge Funds on a daily basis
  • Dealing and follow up of Hedge Fund, and Private Equity orders including contact with Fund administrator all around the world to ensure correct execution
  • Complete all necessary documentation linked to Hedge fund, and Private Equity activity such as subscription/redemption documents, Corporate Action, Transfer documents
  • Follow up on each trade to be able to book and settle correctly in the system
  • ...
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Executive Assistant to the Region Head of Southern Europe and Latin America/ Limited Partner

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Temps plein
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Geneva

YOUR MISSION:

  • General gate-keeping, acting as first point of contact, screening and answering incoming calls and emails, proving full administration support;
  • Extensive and proactive agenda management including arranging meetings and preparing related documentation;
  • Organise travel arrangements including itineraries, flights, accommodations, airport transfers, etc.;
  • Prepare monthly business expenses;
  • Ensure communication and coordination with internal and external stakeholders;
  • Follow-up projects and daily business;
  • ...
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STAGIAIRE FISCALITÉ OPÉRATIONNELLE - 6 MOIS (H/F)

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Temps plein
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Geneva

MISSIONS

Rattaché(e) aux Opérations, vous serez en charge de la gestion de la fiscalité opérationnelle, du traitement des tâches quotidiennes liées à l’activité et aux prestations que nous offrons à nos clients.

  • Contribution aux contrôles et à l’élaboration des reportings réglementaires Internationaux et Suisse
  • Contribution à l’élaboration des relevés fiscaux à destination des clients
  • Traitement des demandes de clients internes pour toute question en lien avec la fiscalité opérationnelle
  • Contribution à l’amélioration continue des processus, de la qualité et maintien de la documentation relative
  • Support polyvalent à l’équipe dans ses activités transverses
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