Client:A Geneva-based, trusts & fiduciary services company with an excellent and long-standing reputation. A human-sized organisation offering some of the best quality in terms of work and ethics, as well as a dynamic place to work for like-minded individuals! Due to continuing increases in new business, our client has a new job opening (job creation) as a junior trust administrator. A rare opportunity for an entry level applicant. Our client is offering a very challenging and exciting permanent role for a hard-working, bilingual English speaker, keen to discover the very interesting world of trusts, tax, family office services, company holdings and foundations. No previous experience necessarily required. This is a client that Finders know very well, having worked with them over many years - thus able to explain well the working environment, core values and culture to any potentially suitable applicant. Position:Are you recently graduated, with bilingual English, looking for a rewarding and exciting junior position. Are you excited to learn more about the world of trusts and private wealth? Perhaps you already have 1 or 2 years in the field under your belt? Either way - in this role, you would start out on a broad and busy range of trust administration tasks, supporting a dynamic team. Over time, you would gradually take on more responsibility, learning what it takes to one day become a trustee with your own portfolio of clients. A unique and rare, front office opportunity! This job will expose you to the following tasks, but not limited to: handling payments, invoices, documentation preparation, collating, scanning and archiving as well as preparing meeting packs, assisting in events and meetings plannings and agendas, answering phone call queries from clients, record-keeping and diary management as well as other interesting ad-hoc projects and tasks. A rare chance to get a "foot in the door" at a long-established, very reputable trusts, fiduciary & administration services company.Profile:Bachelor degree preferredBilingual English or mother-tongueA junior, motivated, committed, mature person - previous experience in a similar role is not necessarily required as full training will be given so would suit those at entry level who are motivated to enter this fieldYou should demonstrate drive and energy as well as a willingness to learnStrong administrative experience + good with numbers/figures (numerate)Organised with good attention to detail, able to manage deadlines and comfortable communicating with internal and external clients and stakeholdersStrong work ethic, a great deal of common sense, logic - being able to work quickly and efficiently as well as being passionate about what you are doing and taking it seriously (high standards!)At ease in a fast-paced, energetic Anglo-Saxon environmentService and customer-oriented, flexible, meticulous, positive and can-do attitudeAble to grasp things quickly and work calmly under pressure - find solutions, problem-solveExcellent writing skills (in English) as well as strong oral communication + good personal presentationAdvanced computer skills, Word, Excel, PowerPoint This is a permanent, full-time contract which is office-based (no home-working)Already based in the Geneva region preferred with eligibility for a Swiss work permit #trusts #financialservices #administration #newjob #customerservices #english #entrylevel #corporateenvironment #privateclients #trustsadministration#fiduciaryservices
Client:Finders is a well known, niche, Recruitment and HR Consultancy, present on the Swiss market for the last 34 years. Finders recruits middle to senior level managers for permanent positions throughout Switzerland and internationally. We operate with specialist recruiters by profession:The Banking team - for all banking professions within banks and financial institutesThe Business team - for positions in HR, Finance/Accounting, Marketing/Sales & Supply chain across all industry sectorsThe IT/Technical team - for positions in IT/IS, telecoms and Engineering in all industry sectorsThe Legal team - for legal professions in all industry sectors. Recently acquired by an international group and in line with our future expansion plans, we are looking to recruit 3 new consultants to our team.Position:To handle the A-Z of the recruitment activity from prospecting, understanding client requirements, deciding on the most appropriate form or sourcing for the talent you are looking for and coordinating client presentation through to successful placement and reference checking. We have a new and performing database, we offer you the tools necessary to create and track your projects and to source candidates internationally. Our team is confirmed, experienced and very welcoming and we hope to increase cross-selling of services not only within the recruitment division but also with our HR consultancy and Talent Development division.Profile:Coming from the recruitment industry, with an established client base, and a track record of proven success, we would seek the following skills and competencies:Fluent English + French and/or German5-8 years minimum in a recruitment agency or executive search companyGood knowledge of either the Swiss Romandie or the Swiss German market - or both and a desire to expand to European level positionsTech-savvy, knowledgeable on the latest sourcing techniques etc.Results driven, resilient, entrepreneurial with the desire to hit high targets and participate to the growth of the company.We offer flexible work conditions, office space in Lausanne or Geneva and the possibility to work from home on a part-time or fully remote basis for candidates coming from S. Germany or elsewhere.
Client:A leading banking and asset management group with well-established Swiss headquarters and excellent global reach. They offer dynamic and personalized services in investment advisory and asset management for institutional clients on the asset management side (where this job is based), as well as for private clients on the wealth management side. Strong on sustainability and the environment. Offices across Switzerland as well as globally. An entrepreneurial, fast-paced and driven place to work with an international mindset. An employer who really values their employees, offering a meritocratic place to work. Would ideally suit those used to a medium-sized bank and looking to join a human-sized organisation. A Client that Finders work with regularly and can thereby explain very well the culture of this Bank to any prospective, suitable applicant. Position:As part of the Asset Management/Funds business unit, this role is sitting within the Risk team. As Risk Officer, you will essentially be key in contributing to the maintenance of a solid risk framework and the constant improvement thereof. an already solid risk framework. This includes the management and control of risks and regulatory requirements on fund management company as well as Swiss Fund level. Integrating risk aspects into decision making plays an important role, e.g. with regard to the selection and maintenance of strong relationships with business partners. Strong project- and process management skills are a plus.Responsibilities to include, but not limited to:Control and monitor risk profiles and regulatory requirements on fund management company level and on the level of Swiss investment funds as a second line of defenceMaintain and continuously improve the risk & control framework of the bank's investment funds business (including ICS, RCSA, OpRisk and BCM aspects)Supervision and oversight on outsourcing frameworkProvision of inputs / preparation of regular and ad-hoc risk reports (e.g. FX, liquidity-, market-, credit- and operational risks) for the Head Risk Management & Controls and various committees and boardsCoordination and other ad hoc tasks (E.g. related to PRIIP KID production process)Carry out ad-hoc reviews and participate in risk management and fund related initiativesSupport or lead internal projects, process management and/or fund product initiativesProfile: Higher education such as FH/university degree in business administration, economics or equivalent. CFA, FRM or equivalent financial degree or trainings in risk management are a plus3 years++ of work experience in the field of risk management from asset management or investment fundsStrong analytical skills and mind set with the ability to work thoroughly, flexible and independentlySolution oriented with a pragmatic approach and readiness to work closely with colleagues and stakeholders, internally and externallyTeam player willing to take full ownership of his/her tasks and area of responsibilityAbility to work under pressure, to prioritize and to take clear decisionsVery good communication skillsFluent in English; some German at least also needed/preferable with French a nice to have Happy to be based in the office (no home working) for this full-time job, permanent contractCommitted to living in the Basel area and compelling reasons for wishing to relocate if not already residing there, as well as eligible/in possession of either a Swiss passport or valid Swiss work permit (cross-border accepted)
Client:Well-respected, independent, long-established trusts company who have recently opened an office in Geneva. Position:Do you already have 1 or 2 years' as a trusts assistant or assistant trust officer? Perhaps you started on reception at a trusts company and are now keen to further consolidate your trusts administration experience? Either way, this is an exciting opportunity to be part of a new office in Geneva where you will be assisting 2 senior trust officers as well as 2 managing directors. Working closely with their Bahamas and US offices as well. Perhaps you are not happy in your current role and keen to try something new or else between jobs at the moment and looking to add value, bring your knowledge and learn and grow? My client is keen for someone to evolve and over time go on to be a fully-fledged trust officer and eventually take the STEP exams etc. Their well-established business can be best described as a "trusts and multifamily office client with a booster" - the booster being that their business is already established and they have a track record of over 10 years (UK, Bahamas, South Africa, Europe etc). The chance therefore for a dynamic and driven junior to be part of a seasoned boutique with good people and high quality trusts and estates work. You should already have some trusts experience as an assistant so that you don't need to be trained from scratch. Typical tasks could include, but not limited to: Basic trust and & company administrationCustomer service supportAssisting on the drafting of resolutions (based on templates) Completion of bank account openings.Supporting the trust officers on documentation needed for the files for new business or existing business e.g account-opening, liaising with the banks etcUploading the necessary documents and information onto Navision Answering the telephone and dealing with simple client queriesScanning and archiving as well as preparing meeting packsHandling client queries and escalating as needed with meticulous record-keepingAny other ad-hoc tasks as a trusts assistant that might be required from time to time and given more responsibility over time as you learn and growProfile: 1 to 4 years' experience as a trusts assistant or assistant trust officerBachelor degree e.g in law (common law), finance, economics or equivalent A confirmed, first experience in trust administrationSome exposure to UK res non dom clients would also be a strong plusExcited by the idea of being part of a small but growing office and close-knit teamStrong administration and organizational skills as well as comfortable with internal and external stakeholdersPro-active, team spirit, willing to go the extra mileGood communication skills and an entrepreneurial mindset Curious, willing to learn and wanting to really be involvedStrong IT and computer skills; Navision a plus but not a mustFluent/bilingual English; some French or other languages a plusEligible to work in Switzerland if not already in possession of a Swiss work permit or passport (frontalier ok) - should ideally be already based locally in the Geneva areaAvailable to start ASAP preferred for this full-time, permanent contract (those on a notice period of course also seriously considered too)
Client:Well-established private banking institution in Geneva, as well as good global reach. A boutique with significant and growing assets under management. They offer traditional, as well as complex, bespoke private banking services to its high net worth clients. A strong share-holder, solid balance sheet behind. A working environment that would suit a flexible, open, hard-working, entrepreneurial person, happy to come to the office every day, for this very rare "farmer banker" job! Position:Could this be your new job for 2024?! If you work today as a Senior Relationship Manager farmer and are comfortable on investments, this could be a broad, varied role within a smaller structure. The position is coming in as an experienced relationship manager (farmer). Day to day, you will maintain the client base as well as advise them on financial products/investment opportunities for their portfolios. As this is a small office, where everyone helps each other. With 2 assistants in the team, you may still at times have to take on one or two more administrative tasks relating to account-opening or a payment etc. (This is not a hunter role). You are able to sit with the client, to discuss with them the investments seriously, to work closely with the Advisory team (based in another office abroad) and be credible and challenge them etc - an experienced, mature, capable, reliable person who knows the Business. You will also manage indirectly/mentor more junior team members (2 people). Profile:University or Masters degree or equivalent experienceMinimum 8-10 years'++ experience as a relationship manager farmer/mid-level to senior banker (maintenance banker, not hunter)Swiss experience is a must; "direct private client" experience (international exposure); stable career pathStrong technically - CWMA Certified strongly preferred An independent, autonomous person who is also a team player and able to get on with everyone whether more senior or more juniorStrong product and investment knowledge - able to also to present investment proposals to clients (non-discretionary/advisory) - a must - to include derivatives, structured products, funds, private markets etcExcellent attention to detail and strong on administration and complianceYou are an unflappable, experienced, entrepreneurial person, at ease within a global brand but as part of a small officeYou are hungry, keen to learn and can take good good initiative and think outside the box with energy and driveAn open-minded and flexible and happy to "muck-in" and help out + a positive mind-setAble to commit to a busy, full-time job; at ease in a small structure (no home office) - front office open until 18.30 daily Ideally a short notice period and able to start ASAP for this permanent contractSwiss residency preferred but not essential; frontalier OK#relationshipmanagement #investmentadvisory #productsandinvestments #relationshipmanager #privatebanking #swissprivatebanking #portfoliomanagement
Client:A leading banking group with well-established Swiss headquarters and good global reach. They offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Strong on sustainability and the environment. An entrepreneurial, fast-paced and driven place to work with an international mindset. An employer who really values their employees, offering a meritocratic place to work. Would ideally suit those used to a medium-sized bank and looking to join a human-sized organisation. Position:As Data Warehouse and System Administrator, you are methodical and solution oriented. You will work with the Business Intelligence Engineers, supporting them in their developments and also liaising with Business Departments.You will be responsible for the team's operational duties and provide effective health monitoring of system's performance and careful change managementYour responsibilitiesMonitoring and troubleshooting of daily data processingRecommend enhancements and modifications to optimize business intelligence processesAddress business intelligence tickets and issues in a timely fashionManage user access and change managementMaintain documentations for all business intelligence processesProfile:University degree in IT Engineering /Computer Sciences or similar education3 years of practical experience in the field of Data Warehouse and/or System Administration, ideally in a banking environment Knowledge in SQL Server (Admin, T-SQL, SSIS) is requiredSSAS, SSRS, PowerBI and .Net is an advantageFluency in English
Client:Manufacture horlogère de renom, notre client jouit d'une réputation inégalée de qualité et savoir-faire dans le monde entier.Poste:L'expert en Intégration d'Équipements aura pour mission principale de réaliser et maintenir les interfaces de communication entre les systèmes de pilotage d'équipements et les systèmes d'information dédiés à la production et au laboratoire.Responsabilités:Analyser et comprendre les besoins et exigences exprimés par les différents métiersConcevoir et proposer des solutions novatrices pour répondre aux attentesÉlaborer les spécifications fonctionnelles et techniques des solutions à implémenterAssurer le suivi du développement des solutions avec les fournisseurs d'équipementsMettre en service les nouveaux équipements et les intégrer au système d'informationDéployer les solutions applicativesAssurer la maintenance des solutions et résoudre les incidents de niveau 3Garantir la protection contre les cyberattaques de l'outil de productionProfil:Diplôme universitaire en informatique ou équivalent, avec une spécialisation en développementExpérience professionnelle d'au moins 5 ans dans le domaine du développement de machines industrielles notamment des machines spéciales (mécanique, automation)Compétences en Windows, réseaux, XML, C# et MS SQL ServerConnaissance de MES APRISO, un atoutBilingue en français et bon niveau d'anglais requis
Client:Une banque suisse de premier plan, innovante et entrepreneuriale. Elle offre un lieu de travail dynamique avec des personnes partageant les mêmes idées. Une évolution de carrière rapide et structurée est proposée.Position:Vous rejoignez une petite équipe très active au sein du département financier de cette banque dynamique. Participation aux processus comptables journaliersContrôles et réconciliations diversesSaisie des écritures comptablesPréparation des états financiers mensuelsParticipation à la mise en place d'un nouveau processus des factures fournisseursDécompte TVAParticiper à la clôture financière Etablissement des statistiques BNS (FiRE)Profil:5 ans+ d'expérience au minimum dans le domaine bancaireBrevet de comptable / en cours de préparationBonnes connaissances des produits/services financiers Proactif et capable de prendre des initiativesTrès bonnes connaissances - core banking systems + FiRE un atoutCapacité d'adaptation dans un environnement dynamiquePrivilégiant le travail d'équipeTrès bonnes connaissances des outils informatiques usuelsFrançais langue maternelle ? anglais courantRésident en Suisse
Client: Well-established private bank with small but busy Geneva office of over 20 years standing (fully regulated Swiss subsidiary). A strong share-holder behind and a vibrant and dynamic place to work. They offer traditional private banking services to its clients primarily from the Levant and Gulf regions. Excellent working environment for someone used to a small structure, in a broad role and with a polyvalent nature. Position:A position and company that Finders know intimately since the last 10 years, thus able to explain very well the culture and working environment to any potential, suitable applicant, to ensure a good match. Working in a broad role, you will be one of the more senior members of this small team of 3, in this relatively flat structure. This hands-on role is for an experienced operations/back office generalist who is dynamic and rigorous. Typical tasks, but not limited to: · Corporate Actions· Stock Exchange orders· Settlements · Central database input· Client account-opening/onboarding from a back office stand point (working closely with the Compliance Officer + Front Office) · FX transactions· Credit Lombard operations/administration (loans + borrowing)· Cash desk/cash withdrawals + treasury · Booking of the trades (including complex derivatives) · Transfers + Fiduciary Deposits/Fiduciary Investments Back Office Management· Regulation of Accounts · Securities, cash reconciliations and investigations Profile:· Proven expertise in Back Office/Operations ? minimum 6 years++ of experience· CFC, Bachelor's Degree or equivalent· Swiss private banking experience essential (as you must know the Settlement and Corporate Actions part)· A dynamic, driven person with good interpersonal skills, comfortable in a broad role, small structure· Excellent attention to detail and management of priorities · Able to multi-task and be an autonomous team player who is rigorous· Precision, reliability and flexibility· Comfortable with IT and familiar with banking systems + office automation tools · Fluent in French and fluent English - both a must· Able to commit to a full-time role (office hours 08.30-18.00 (daily, no home office)· Able to start ASAP for this permanent contract (those on a notice period of course also considered)· Already living and working in the Geneva area (frontalier OK)
Client:A very well-established Swiss bank of human size with a busy Geneva headquarters. Our Client specialises in private banking and commodity trade finance. They have a solid reputation as a high-quality service provider in all of its banking fields, founded under Swiss Banking Law and Regulations. They are supervised by FINMA and also have branches and rep offices. Strong core values, as well as a close-knit working atmosphere, with low staff turnover and a happy place to work. A family bank that is cosmopolitan and multi-cultural. Good reputation with clients, as a strong balance sheet and credit rating. Position:A bank that Finders know well, thereby able to explain the culture to any, suitable, new applicant. This could be just the career challenge you're looking for in 2024! To strengthen our Client's Wealth Management (WM) department, we are currently looking for a Head of Client Relationship Management (CRM) In this role, your main objectives are to lead and motivate a team of Relationship Managers and Assistant Relationship Managers besides the management of your own clients' portfolio. In this respect, you should still be joining with a portable book of clients and happy to have a client acquisition role, growing your client book, in parallel with this (small) team management responsibilities. Regions of interest: Turkey, Mediterranean, Central Asia, Middle East, Eastern Europe, Europe etc - at the HNWI level. In this key and integral position, reporting to the Head of Wealth Management, you will act as a role model and ambassador for the Bank. You will also have the important task of fully assuming the supervisory responsibilities and manage risk at first line of defence.Responsibilities: Lead and support the CRM team, set clear priorities and manage specific situationsCoach the team members to improve their skills and performance with focus on sales managementDevelop your own client portfolio in acquiring new clients and generating revenuesSupport the Relationship Managers in the acquisition and onboarding of new clientsConduct regular meetings with the team to foster information exchange and review performanceSupervise and approve the credit approval forms performed by Client Relationship ManagersIdentify and secure new business opportunities and increase the Bank's portfolioSupervise client periodic review performed by Client Relationship ManagersDefine Client Relationship Managers' yearly targets and assess annual performance in collaboration with Head of Wealth ManagementDrive the hiring of new Relationship Managers in close collaboration with Head of Wealth ManagementWork closely with other departments for a cross-sell strategyEnsure timely clearance of pending items and escalate deficienciesProfile: University degree in Finance or equivalent qualification considered equivalent10 years'++ experience in servicing Wealth Management clients and in business development (able to transfer a portfolio of clients and develop your own portfolio/network etc)CFA, CAIA, SAQ Wealth Management certification would be an assetProven management skills in a similar functionAbility to motivate and coach othersThorough knowledge of ?Swiss? Wealth Management legal and regulatory aspects (FINMA) + first line of defenceRisk awareness and high level of ethicsExcellent client relationship and communication skillsFluent English and French Already living and working in Switzerland with valid work permit and committed to Geneva (frontalier OK but Swiss residence preferred)
Client:A very well-established Swiss bank of human size with a busy Geneva headquarters. Our Client specialises in private banking and commodity trade finance. They have a solid reputation as a high-quality service provider in all of its banking fields, founded under Swiss Banking Law and Regulations. They are supervised by FINMA and also have branches and rep offices. Strong core values as well as a "big family" close-knit working atmosphere, with low staff turnover and a happy place to work. Position:2024 could be the time for a hunter with a book of private banking business to transfer (Mediterranean, Turkey, Central Asia, Middle East, Eastern Europe, Levant, Africa) to seriously consider a move! Joining a Geneva office where they already have other seasoned hunter banks, you would be bringing your expertise and should be motivated and experienced in building long-term client relationships. So if you have a proven track record in acquiring and strategically managing emerging markets-based clients, this bank could offer you perhaps a better platform and a more collegial, working environment where staff are valued and are given time to grow their book properly. Key responsibilities: Contribute to the growth targets by building long-term client relationships Provide trusted advice to clients in collaboration with Investment Advisors and Portfolio Managers Work closely with other departments of the Bank to deliver cross-selling opportunities Profile:10 years+ hunter private banker/relationship manager experience in Switzerland Proven track record in acquisition and development of Wealth Management clients Experience in dealing with high net worth individuals, family offices and financial professionals CFA, CAIA, SAQ Wealth Management certification would be an assetThorough knowledge of ?Swiss? Wealth Management rules and regulations Existing network of contacts in your specialised region(s) covered and ability to exploit acquisition potential in an efficient and sustainable mannerRisk awareness and high level of ethicsStrong communication skills with excellent presentation Team oriented and ability to work independently Strong persuasion skills and resistance to clients' pressure Already working in Geneva with valid, Swiss work permit (frontalier ok)
Client : Acteur majeur dans le Valais avec son siège à Sion dans la production, la distribution et la commercialisation d'électricité. Equipe soudée d'une centaine de collaborateurs-rices engagé-es dans le développement des énergies renouvelables, hydroélectriques et solaires.Poste : Le Responsable de projets de développement travaille au sein de l'entité Développement entreprise et rapporte au Directeur, membre du Comité de Direction, pour le pilotage et l'évolution de la stratégie et du modèle d'affaire de l'entreprise.Responsabilités :Formuler des recommandation pour les décisions et orientations stratégiques au travers de l'observation et l'analyse de l'environnement de l'entreprise.Mise en place de méthodes et d'outils de pilotage pour la Direction pour la définition et le suivi des objectifs et axes stratégiques Responsable de la conception, mise en ?uvre et réalisation de certains projets stratégiques de développement transversesDévelopper des nouveaux produits/services avec les départements concernésGarantir les partenariats stratégiques de l'entreprise en collaboration avec les différentes parties prenantesProfil :Bachelor ou Master en économie ou ingénierieMinimum de 5 ans d'expérience dans la gestion de projet en lien avec le développement stratégique et métierExpérience dans le secteur de l'énergie : de la production, de l'approvisionnement d'électricité, de sa commercialisation et de son transportTrès bonnes connaissances des acteurs et enjeux de la branche en Suisse et en ValaisNiveau C1 en français ET allemand et connaissances en anglais (niveau B1)
