Zweigstelle

Geneva

Eintrittsdatum

01.12.2024

Arbeitszeiten

100%

Art des Arbeitsvertrags

Permanent

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Description

Wealth Management is the division of the bank that provides our private clients with financial advisory and management services to help them preserve and grow their wealth. The client’s relationship manager, within Wealth Management, is their main point of reference, who will make sure the services that client receives are tailored to their specific requirements, objectives, and risk profile. This may include delivering investment advice or portfolio management services, or referring the client to experts within the Bank for specific requirements such as wealth planning, credit or product structuring.

Mission

Managing EAMs’ onboarding at group level Delivering commercial, administrative and operational support to the Market Heads and the respective teams Ensuring the completion of the yearly EAM control plan and keeping it up to date

Main responsibilities

• Performing first line of controls as per the EAM Control Plan and Management & Functional Controls framework
• Designing, implementing and monitoring specific action plans and projects. Identifying areas for improvement in existing procedures and processes.
• Ensuring relevant documentation is requested , obtained and registered as part of the EAM on boarding.
• Supporting the EAM teams on commercial , administrative and operational day to day or exceptional requests.
• Working with the Head of EAM Controls on the delivery of the main projects of 2024 (Evolution of the organisation and of the IT Tools )
• Seconding the Head of EAM Controls in his tasks
• Delivering any other task required by Management relating to the Mission of the employee.

Personal skills

• Ability to embrace a strategic vision and translate it in simple, pragmatic and feasible solutions.
• Strong analytical, naturally well-organized, and curious mindset with excellent research skills.
• Assertive, open, and constructive communication, both written and verbal.
• An open, flexible, and confident team-player who can quickly adapt to new challenges.
• Self-disciplined, goal-oriented, having a "Problem-Action-Results" approach.

• Openness to new ideas and be force of proposition.
  

  
  Education

  • Education: CFC
  • IT Tools: High proficiency in MS Excel, MS Powerpoint.. MS Power BI, SQL language, MS Power Query, SAP Busines
  
  Experience
  • Years of experience: see below
  • Experience required: Min 3 years in control tasks in a Swiss banking environment, proficiency in Compliance and Regulatory matters surrounding External Asset Management.
  • Experience in private banking: Mandatory
  
  Language
  • English: Fluent
  
  OTHER
  • Swiss resident: Mandatory