Gestionnaire Clientèle en Assurances - AFA

Offres d'emploi similaires

Assistant Trust Administrator

Client: Our client is a well-established international fiduciary and private wealth business with a reputation for delivering exceptional service to high-net-worth families, entrepreneurs and complex structures. Known for its collaborative culture, long-term approach and commitment to responsible stewardship, the organisation values professionalism, integrity, innovation and strong client relationships. It offers a supportive environment where employees are encouraged to develop their careers and contribute to meaningful client ; Job Description:  Position:  An excellent opportunity for a junior trust professional to join a growing and highly regarded fiduciary team. Working closely with senior trust managers, the successful candidate will support the administration of a varied portfolio of trust and company structures while maintaining high standards of accuracy, service and regulatory compliance. Responsibilities:  - Support the administration of trust and company structures. - Assist with client, intermediary and third-party relationships. - Maintain statutory records and client documentation. - Prepare payments, resolutions, meeting minutes and correspondence. - Assist with the opening and closure of bank and custodian accounts. - Maintain and update internal client databases. - Support transfers, closures and project-related work. - Ensure all activities are completed in line with regulatory and internal requirements. Why Join: - Clear career progression and structured development pathways. - Support towards professional qualifications and memberships. - Flexible working arrangements following probation. - Collaborative and people-focused culture. - Regular social, wellbeing and team events. - Opportunity to work within a respected international organisation that invests in its people and promotes long-term career growth. - Competitive salary and discretionary bonus.   Profile: - Around 2 to 3 years' experience in trust and company administration. - Studying towards or part-qualified in a relevant professional qualification ( STEP). - Strong understanding of trust administration and fiduciary services. - Knowledge of relevant regulatory and tax frameworks. - Good understanding of accounts, investments and financial statements. - Excellent written and verbal communication skills. - Highly organised with strong attention to detail. - Proficient in Microsoft Office applications. - Fluent/bilingual English; French a plus but not a must - Able to manage competing priorities and work effectively within a team. - Self-motivated, proactive and client-focused. - Available to work full-time (with some home office). - Already in possession of a valid Swiss work permit (frontalier accepted)   #LI-SG1    

...
05/08/2026

Lead Auditor - Banking

Description of the company Our client is a well-established international private banking group with a long-standing heritage and a strong reputation in sustainable wealth management and investment advisory. The organisation serves both private and institutional clients, offering tailored solutions across asset management, investment consulting, and financial structuring.   With a global footprint and a forward-looking approach, the bank combines stability with innovation. Its culture promotes accountability, collaboration, and an entrepreneurial mindset, encouraging employees to take ownership while working within a supportive, high-performing international environment. Role & Responsibilities In this role, you will take the lead across a broad spectrum of audit topics, including financial crime, regulatory compliance, and business conduct, while remaining adaptable to emerging risks. You will independently manage the full audit lifecyclefrom planning through execution to reportingwhile interacting with stakeholders across multiple jurisdictions. You will also oversee selected international locations, acting as a key point of contact and trusted advisor to local senior management, ensuring effective risk assessment and timely responses to a changing regulatory landscape.    Responsibilities:    - Lead and deliver end-to-end audits with full ownership, ensuring quality, timeliness, and risk-focused execution - Produce clear, concise, and impactful audit reports for senior stakeholders - Act as a trusted advisor and sparring partner to management across the business - Track and validate the implementation of audit recommendations - Support senior leadership and governance bodies through well-prepared reporting and insights - Take responsibility for designated international locations, including risk assessments and audit planning - Contribute to special investigations and cross-functional projects - Provide subject matter expertise in key risk and audit domains   Why Join: - Join a globally recognised financial institution with a strong heritage and future-focused strategy - Be part of a collaborative culture that values initiative, integrity, and professional growth - Work in an international environment with exposure to diverse markets and stakeholders - Contribute to a business that places increasing emphasis on responsible investing and sustainable finance - Benefit from a dynamic setting where your expertise directly influences decision-making and risk management - Competitive remuneration package/benefits   Candidate Profile - Solid academic or professional background in banking, finance, or business (e.g. university degree or equivalent qualification such as CIA, CFA, or similar) - Additional certifications such as CPA or equivalent are a plus - Minimum 5 years' experience in banking audit (internal or external), ideally in a lead capacity - Strong analytical thinking with the ability to prioritise effectively - Excellent interpersonal and stakeholder management skills - Independent, hands-on approach with a high level of accountability and integrity - Strong written and verbal communication skills in English; additional languages are advantageous - Proficiency in standard office tools; familiarity with core banking systems is beneficial - Willingness to travel internationally on a regular basis - Office-based role with some travel; no home office arrangement - Must be eligible for a Swiss work permit and willing to relocate to the Basel region or commute from nearby cities     

...
15/07/2026

Head of Finance and Operations - Banking

Description of the company Client: A well-established financial institution - Banking Category 5 FINMA. A small yet busy and highly successful office that has been established in Geneva for over 40 years. Our client provides traditional private banking services and is recognised as a highly respected global brand with strong ethics, values, and an excellent reputation within its field. Backed by a strong shareholder base and solid credit rating, the bank offers a stable and reputable platform combined with modern, state-of-the-art offices in central Geneva (Rive Gauche). This opportunity offers the chance to make a meaningful contribution at C-suite-equivalent level within a dynamic and close-knit environment.   Role & Responsibilities The Role: Within this banking environment, the Head of Finance role will lead a small team while remaining highly hands-on. This is effectively a CFO/COO/CRO-type position within a reputable FINMA-regulated institution, combining finance, operations, treasury, and risk oversight in one broad and varied remit. The role is responsible for ensuring the smooth running of accounting, operational, treasury, and risk management processes, while supervising a team of four people in total, including operations and accounting staff. The team's primary focus is financial controlling, reporting, and accounting, with additional responsibility for treasury and risk management matters.   Working very closely with the CEO, this executive position plays a central role in overseeing financial operations, compliance, back office activities, and risk management across the business. The role requires full-time presence in the Geneva office; remote working is not available. This is a genuinely unique opportunity within the Geneva banking market, offering a candidate from a banking background broader visibility, increased responsibility, and a greater diversity of tasks than would typically be found in a larger structure. The position offers real autonomy, close interaction with senior management, and long-term career potential within a stable and highly reputable institution.   Key Responsibilities (including but not limited to): - Supervise daily accounting, treasury, and back-office activities, ensuring accuracy, efficiency, and regulatory compliance. - Monitor and manage operational, financial, and compliance risks, including asset management and investment-related matters. - Review monthly financial statements and ensure timely legal and FINMA reporting. - Implement, improve, and adapt internal procedures and controls, including follow-up on audit recommendations. - Support HR-related processes including payroll, social security, and insurance administration. - Participate in internal committees and coordinate ad hoc projects requested by senior management. - Prepare Board documentation and reporting in close coordination with the CEO.   Why Join: - Opportunity to join a small, agile, and successful team with direct impact on operations and strategic decision-making. - Broad and visible role with genuine autonomy and exposure to senior management. - Entrepreneurial and pragmatic working environment with varied responsibilities. - Long-term opportunity within a stable, globally respected financial institution with an excellent reputation.Candidate Profile Profile: - 10+ years of experience within accounting, finance, and Swiss banking risk management, including FINMA reporting. - Previous experience as CFO, Head of Finance, or within a Big 4 environment auditing small Swiss banks. - Hands-on management style with experience supervising small teams and operational processes. - Previous exposure to Swiss Category 4 or 5 banks is a must. - Good understanding of compliance, operational risk, credit risk, and treasury management. - Fluent or mother-tongue French with fluent English. - Strong IT and systems skills. - Swiss resident preferred; cross-border commuters may also be considered. - Available for a permanent, full-time contract (no home office).      

...
04/08/2026

Comptable Bancaire

Comptable Bancaire & Reporting Réglementaire (BNS) - Genève – Poste 100% présentiel   À propos de l'environnement: Pour le compte d'un établissement bancaire suisse à taille humaine, solidement implanté à Genève, nous recherchons un(e) professionnel(le) de la comptabilité bancaire. Cet acteur reconnu évolue dans un cadre exigeant où précision, discrétion et intégrité guident les activités au quotidien. En tant que partenaire de longue date de ce client, nous bénéficions d'une excellente connaissance de sa culture et d'un accès direct à la prise de décision, garantissant un processus de recrutement fluide et transparent.  Role & Responsibilities Votre rôle: Au sein d'une équipe restreinte, vous intervenez sur un périmètre complet alliant comptabilité bancaire et reporting réglementaire, avec une implication directe dans la production des données financières et prudentielles. Ce poste offre une réelle visibilité et une forte autonomie dans un environnement où la qualité du travail est essentielle.   Vos responsabilités: - Tenue de la comptabilité générale bancaire (grand livre, écritures, contrôles) - Réalisation des clôtures mensuelles, trimestrielles et annuelles - Préparation des états financiers selon les normes suisses en vigueur - Production et soumission des reportings réglementaires à la BNS via FIRE (exigé) - Contrôle et analyse des positions de bilan et rapprochements - Participation au suivi des ratios réglementaires et indicateurs prudentiels - Contribution aux audits internes et externes - Interaction avec les équipes internes (opérations, risk, compliance) - Participation active à l'amélioration des processus et à l'optimisation des outils   Pourquoi postuler? - Un rôle polyvalent et varié, combinant comptabilité et activités opérationnelles - Une fonction offrant une vision globale du fonctionnement d'une banque à taille humaine - Un environnement proche, stable et collaboratif, avec un fort esprit d'équipe - Une réelle autonomie dans l'organisation du travail et la gestion des responsabilités - Un poste avec de la diversité au quotidien et un impact concret sur les opérations - Collaboration avec un client solide et reconnu, que nous connaissons bien, garantissant un processus fluideCandidate Profile Votre profil: - Formation en comptabilité, finance ou domaine équivalent - Minimum 5 ans d'expérience en comptabilité bancaire en Suisse - Expérience confirmée en reporting réglementaire (BNS / FINMA) - Maîtrise impérative du reporting BNS via FIRE - Très bonne maîtrise d'Excel et des outils informatiques usuels - Français courant, bon niveau d'anglais professionnel - Personnalité fiable, rigoureuse, autonome et proactive - À l'aise dans un environnement exigeant et à taille humaine - Permis de travail suisse valide ou éligibilité à l'emploi en Suisse - Résidence en Suisse ou en zone frontalière proche de Genève (frontaliers acceptés) - Poste à 100% – disponibilité complète requise - Poste entièrement en présentiel (pas de télétravail)  

...
04/08/2026

Related job searches

Chargé services clientèle en Lausanne

Conseiller financier en Lausanne

Opérateur back office assurance en Lausanne

Banque et services financiers en Lausanne

Comptabilité / Banque / Finance en Lausanne

Vaud, Lausanne