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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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LEGAL ADVISOR

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Temps plein
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Geneva
As part of the Legal and Transactions team, you will be:
  • Providing advice and support to various departments within the Bank, including but not limited to, wealth management, asset services, credit department, and HR
  • Reviewing, drafting or updating legal documents (such as banking forms or internal contracts) and agreements of the Bank with third parties and suppliers, ensuring their compliance with applicable laws and internal regulations
  • Assisting in the drafting and negotiation of the credit documentation including the collaterals
  • Providing legal assistance and handling client’s complaints, dispute or inheritance matters
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Business Analyst - Finance and Accounting

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Temps plein
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Geneva

YOUR ROLE

  • Establish effective communication between the client/end users and the development team, helping them to communicate together directly when requirements are clear enough
  • Design clear and comprehensive functional specification, including user journey, process models, and data flow diagrams
  • Manipulate data, extract insights, and use it to inform decision-making and support the development of project requirements
  • Ensure the quality and integrity of project requirements and deliverables
  • Identify opportunities for process improvement and efficiency within the project or the product
  • Describe and perform end-to-end testing scenarios and their execution at transversal (multi-products) level
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Legal & Compliance

Assistant/e - Département Juridique - 80% - 100%

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Temps plein, Temps partiel
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Genève

Soutien proactif aux juristes dans le cadre de l'exécution de leurs tâches

Responsabilités principales

  • Accueil de la clientèle interne et externe
  • Réception, tri et communication courriers internes et externes, des faxes et des téléphones internes et externes
  • Recherches auprès du Client Documentation des données utiles lors de la constitution des dossiers notamment de succession et judiciaires
  • Recherche, impression et tri de la documentation bancaire pour constitution des dossiers suite aux demandes des autorités judiciaires (Ministère public cantonal et fédéral en majorité en respectant les délais imposés par les autorités).
  • Constitution et tenue des dossiers physiques
  • Préparation projets courriers à soumettre aux juristes
  • Organisation des meetings pour les juristes
  • Tenue de différents tableaux (Excel) de travail (contrats en cours, permanences diverses, risques, etc…)
  • Soutien à deux juristes
  • Gestion des demandes de contrats 

 

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Asset Management

Physical asset officer

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Temps plein
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Geneva

The Central Vault officer is responsible for the management, security and operations of the precious metals vault and physical certificates including security and traceability of all assets entering and leaving the vault.

Main responsibilities

  • Ensure physical delivery to Relationship manager and Clients
  • Handling receipts and deliveries of physical securities and metals
  • Maintain required levels of precious metal available in the vault
  • Maintains internal procedures up-to-date in regards with the security and regulations of the Bank’s vault.
  • Performs inventory maintenance, verification and accounting entries with reconciliation department
  • Performs, confirms and maintains banking insurances according to the vault valuation.
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Conseiller/ère expert/e en services bancaires

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Temps plein
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Genève

Responsabilités principales :

  • Contribuer activement à la promotion de l'image de la banque en prospectant, acquérant et développant la clientèle.
  • Identifier et exploiter le potentiel de la clientèle existante pour répondre à ses besoins financiers.
  • Offrir des conseils patrimoniaux personnalisés en sollicitant les spécialistes appropriés lorsque nécessaire.
  • Établir et entretenir des relations de confiance durables avec la clientèle.
  • Gérer les formalités administratives et les suivis liés à votre portefeuille de clientèle, y compris les comptes, les paiements et les réclamations.
  • ...
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