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Senior Private Assets Operations Specialist

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Temps plein
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Geneva

Your role

  • Execute subscription and transfer orders for Private Equity Funds and Private Placements.
  • Book transactions after confirmation.
  • Operate the Organized Trading Facility of Interests.
  • Resolve issues arising from reconciliations.
  • Coordinate the receipt of distributions in kind and process corporate events.
  • Contribute actively to the projects and to the optimization of our activities.
  • Support and liaise with internal clients on a daily basis.
  • Manage risks associated with Private Assets operations.
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Conseiller/ère à la clientèle (80-100%)

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Temps plein, Temps partiel
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Valais

Votre rôle

- Après une période d'initiation complète, vous gérez et traitez votre propre portefeuille de clients en matière de placements et d'hypothèques.
- Vous saisissez avec précision les besoins variés de nos clients et les conseillez avec compétence.
- Vous avez un sens aigu de la recherche de solutions optimales. Vous assurez ainsi la pérennité des relations avec les clients et marquez des points auprès des nouveaux clients.
- Vous abordez activement vos clients et créez une proximité avec eux, ce qui vous permet d'exploiter d'autres potentiels.
- Pour vos conseils, vous utilisez également des outils et des applications innovants. Vous emmenez ainsi la clientèle dans notre voyage vers l'avenir : Vous les encouragez à utiliser nos produits numériques et vous les soutenez dans cette démarche.

 

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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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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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Payments & Cash Specialist Investigations (80-100%)

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Temps plein, Temps partiel
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Zurich

We are seeking a highly motivated and customer-focused payments specialist to join our B4B Payments Relations team as a Customer Service Representative. You will be responsible for providing exceptional customer service to our clients, handling inquiries related to payment services, and resolving issues in a timely and efficient manner.

• act as direct Payments Services Investigations Specialist for payment inquiries of financial institutions
• investigate inquiries around payments and cash management products and processes
• handle global cash movements in all currencies and bank products
• manage large payments, monitoring flows across systems within our firm

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