Client: An international financial institute, one of the largest and most trusted, employing 800 staff in the region and with an HR Shared Service hosted in London and Geneva. Due to company growth the shared service team will be increasing and adding an additional headcount in Geneva. Culture is a combination of belief in different points of view, combined with strong core values as well as dynamism and humility. Voted "Great Place to work" Position: Reporting to the SSC Manager based in London and part of a small team of 2 in Geneva, the function supports employees in 7 European locations. End to end responsibility for employee life-cycle from recruitment and onboarding, through to exit, with a strong focus on process improvement. Liaises and coordinates with the payroll department and other in-house functions to ensure a seamless HR process and compliance with local employment laws in Switzerland and other European locations. Profile: - 5+ years in an HR operations function, ideally within a shared service environment - Previous experience in an international environment and matrix organisation - Strong knowledge of Swiss employment law and some knowledge of other European countries employment law - Bilingual French and English, ideally with Italian - In-depth knowledge of Workday - Excellent communication skills - Resilient, flexible, able to work in a fast paced environment and well organised - Positive and collaborative personality - good team player This is a great opportunity to join a solid and growing entity offering good career growth and work/life balance.
Client: From the USA to London, Asia to Geneva and everywhere in between, our client's success is rooted in a belief of different points of view. Strong core values as well as dynamism and a lot of humility ! One of the largest and most trusted financial companies in the world. Voted "Great place to work", this is the chance to be part of an employer of choice on the Geneva market, and work as part of a close-knit team, with global reach. A company that Finders know very well, thus able to explain the culture and core values, to any potentially suitable applicant. Position: A superb career opportunity within a leading global, investment management company for an experienced procurement operations specialist. Our Client provides one of the best working environments in the world, as well as a structured career path. The chance to work with really nice people as part of a close-knit team. As part of Global Institutional Operations, this subject matter expert role as an individual contributor, will be responsible for leading and overseeing Procurement Operations. You will be essentially making recommendations for Buying Channels based on analysis of contract and purchasing requirements at a strategic level, with impact on the Global Financial Services operations as well as the Business across Europe and Asia. As part of a small team of 3 in Geneva, working closely with a larger team in the US, you will independently lead end to end projects and initiatives with internal and external stakeholders. In summary, this role will involve a generalist procurement expertise across a range of procure-to-pay capabilities and technologies, including the review and renewal of contracts as well as oversight and guidance. Acting as a real business partner to upscale the procurement (goods and services) for Asia and Europe making it "state of the art". Primary responsibilities, to include, but not limited to: Procurement Operations ? Procures commodity products and services, on behalf of the Group ? Lead cross-functional operational procurement activities with complex elements such as dynamic customer bases, complex business requirements, complex contract terms and conditions, and/or high business priority ? Lead operational vendor master maintenance activities and continuous improvement of the same ? Serve as subject matter expert and is independently accountable for the following processes - Procure-to-Pay, lead training activity for internal/external stakeholders in the use of digital procurement platform and business process as well as resolving issues of same, identify opportunities and considerations for P-card expansion and makes recommendations, lead catalog administration capability and complex supplier catalogs on the digital procure-to-pay platform Provide leadership for Sourcing Operations Team Strategy ? As a Subject Matter Expert, you will develop, recommend, and champion continuous improvement efforts ? Provide expertise and mentors others Reporting ? Provide thought leadership around operational reporting enhancements to develop reports and incorporate into day-to-day operational processes For this position, you should be happy to be based out of Geneva, Switzerland as part of small, collaborative, busy team. This role will involve some occasional travel and is covering a huge "internal client base" with a very large spend, across Asia and Europe. Working closely with peers in the US office. Regulatory ? Digital Operation Resilience Act - cyber protection and operational resiliency and its outlook going forward as regards procurement and supply chain - balancing that risk, scaling up, tooling up etc. Profile: ? Bachelor's Degree or equivalent in Finance or Business studies for example ? At least 5 years' experience within procurement operations - indirect or direct procurement and sourcing ? Exposure to the financial services or asset management industry a plus but not a must ? In-depth knowledge of processes such as Purchase Orders, Work Orders, Invoicing and Asset Creation ? High degree of proficiency in the utilization of SAP technology a must - Ariba Contracts, Procure-to-Pay and ECC ? Familiar with DORA and its outlook for 2024/2025 and beyond, as regards purchasing, sourcing, procurement and supply chain tools and technology ? Strong track record in managing projects within a team/department, within a high spend environment globally at a strategic level, across all categories of procurement as a generalist ? Used to acting as a true business partner with a sense of "stewardship" and able to coordinate, oversee and guide ? Strong experience in contract review for a very large amount of vendors across multiple countries (any exposure to Asia a plus, but not a must) ? Results-driven, able to manage complexity, persuade, influence, instill trust and take decisions ? A team player who is collaborative but also autonomous and a subject matter expert in the procurement, sourcing operations strategy field ? A dynamic, driven person who also has a lot of humility and EQ ? Fluent/bilingual English; other languages a plus such as French ? Highly proficient in MS suite of products ? Eligible to work in Geneva, from a work permit perspective, with compelling reasons to relocate if not already based in Switzerland ("frontalier" OK)
Key Responsibilities will include: - Promote and market our client's products and loss prevention engineering services to a network of broker producers to sustain a steady stream of desirable new business opportunities and a stable portfolio of existing customers. - Research and recommend the appointment of new brokers and establish multiple business contacts within broker firms to maximize opportunities and maintain long term relationships. - Develop/maintain and grow a profitable book of business - Provide excellent and responsive service to our broker and customer base that clearly leverages our strengths as a competitive differential in the marketplace. Your Profile: - Bachelor's degree in engineering, business or finance, Insurance or risk management certification desirable. - Minimum 5 years underwriting or broker experience within the industry (insurance or brokerage) with exposure to commercial property accounts of varying occupancies and sizes. An engineering background would be a plus. - Understanding of risk identification and assessment, property insurance coverage, forms, financial statements, and business computer applications. - Details oriented, with excellent time management, planning, organization, and analytical skills. - Business oriented with sales/negotiation skills, and problem solving and decision-making mindset. - Pro-active, resilient, motivated, and perseverant. - Good team player and able at the same time to work autonomously demonstrating excellent judgment. - Excellent interpersonal and communication skills (verbally and in writing) in English, French, German, and, if possible Italian. - The role requires frequent travelling in Switzerland and to their office in Paris **** CV must be in English **** Boost you career by joining this amazing company! Ready to fly higher? Apply now!
Client: A Swiss headquartered bank with a well-established and leading, global presence. The bank manages assets for HNW and UHNW private clients from all over the world, with an open architecture and dynamic, pioneering approach. Entrepreneurial of mind set, this bank would appeal to a dynamic person who is used to working within an international, fast-paced environment with like-minded freedom and lots of autonomy. The bank's services comprise the full array of banking services to include securities brokerage, investment funds, investment counselling, asset management and estate planning. The credit underwriting lombard team offers a stimulating working environment and the chance to be part of a collegial, close-knit team. Position: Do you have confirmed credit structuring and underwriting experience, to include premium financing? Are you looking for a new challenge and keen to move to Switzerland if not already based in the country? This could be just the job you've been waiting for as part of a super team! A hybrid role with up to 2 days from home per week and a meritocratic, autonomous working environment which is flexible and entrepreneurial. Would suit someone used to rolling up sleeves and going the extra mile as well as of a dynamic mindset. In this regard, on top of a generalist credit solutions advisory caseload, you will be assisting the front office with ULIPs (and wrappers thereof), to include due diligence with the bank's partners (life insurance companies and brokers), with regards to Life Insurance Financing and Insurance products (as collateral) where required. This premium financing experience is therefore a must. Working closely with the Head of the Credit Structuring of the Lombard team, within a team of around 8 people. The job can be based in either the bank's Geneva or Zurich offices as they have teams in both locations. Within this Swiss credit risk function, you and the team are responsible for the credit risk structuring, implementation and review and management of all credit loans (global) that are booked in Switzerland. To include in particular private client books from Asia and Middle East, but not limited to. Main responsibilities: - Provide support to the Swiss Head of Lombard Credit Risk (based in Geneva) and to Group Credit Head (based in Zurich) - Structuring and assessment of Lombard credit standard and non-standard structured transactions including collateral risk analysis, borrower risk, legal and compliance risk etc - Structuring and assessment of Life Insurance Policy financing (ULIP and Wrapper) including legal documentation review - Support senior bankers and Swiss business heads as well as the bank's international business units for any credit related matter (structuring, regularization, margin call) - Ensuring good quality of submissions to the Group Head of Credits and Executive Credit Committee - Managing credit reviews to ensure they are completed in a timely manner and in good quality - Be part of internal Swiss and International projects for the development and improvement of the credit risk function Profile: - University degree in Finance, Economics, science or similar - Minimum of around 10 years'+ experience in structured Lombard credit (including financing against life insurance policies) and credit underwriting - Proven track record as regards national and international financial markets - Good knowledge in life Insurance policy financing (risk assessment and documentation) - Ability to work independently and under pressure in a dynamic environment - Entrepreneurial spirit and team player - Solution-oriented and pragmatic - Ability to review and analysing corporate documents and financial statements - Knowledge in Murahaba financing preferred - Experience with trusts and foundation as as counterparties is a plus (in relation to Life Insurance Policy Financing) a nice to have - Eligible to work in Switzerland if not already based locally
Ricerchiamo agente di vendita per tutto il territorio della Svizzera di lingua Francese. Trattasi di colorazioni per capelli ed altri prodotti per parrucchieri di un noto brand, leader a livello mondiale. Richiesta un minimo di esperienza nel settore e la conoscenza della lingua Italiana e Francese
Client: A leading, innovative Swiss bank with headquarters in Geneva. Highly successful in its field and business model, it is expanding rapidly with exponential growth, building on its success. The bank is able to offer a stimulating working environment with good visibility and responsibilities to an experienced and seasoned banking professional (Swiss + FINMA) with solid experience in risk, control or audit. Position: The Chief Risk Officer (hereafter CRO) is a senior executive responsible for overseeing and managing all risk management activities. Responsibilities to include but not limited to: - Supervising the activities of the risk department - defining and applying the processes, procedures and methods for risk analysis and assessment, developing the appropriate risk and monitoring systems - Monitor the Bank's risk profile, particularly in terms of risk tolerance and the limits defined in the risk policy - Participate in the Bank's various projects (Core banking systems etc.) - Manage the BCM - Ensure the existence of systems used to comply with prudential regulations - Drawing up a report on changes in the Company's risk profile and activity - Coordinate internal and external audits - Member of ComEx - Member of subsidiary Board of Directors Profile: - 10 years+ experience in auditing, risk management and controlling from Swiss banking - Experience in team and project management, ideally as a member of management for at least the last 5 years - Excellent knowledge of banking processes and the regulatory framework in Switzerland (FINMA, SNB etc) - Specialised training such as CFA, CFPI and/or CRMA, FRM, CIA, CISA a plus - Excellent knowledge of bank accounting and regulatory reporting - Thoroughness, accuracy, resilience, proactivity and attention to detail - Fluent French and English (both written and spoken) - Swiss resident or willing to relocate
Nous recherchons un Product Manager pour l'un de nos clients, spécialisé dans le domaine de l'assurance, basé à Genève. Vos missions incluent : - Proposition d'idées et solutions pour développer de nouveaux services et produits. - Gestion de l'expérience client pour maintenir et fidéliser les membres. - Collaboration avec les unités de vente pour assurer le succès sur le marché. - Adaptation continue du produit aux besoins changeants des membres. - Réalisation d'analyses et d'évaluations pour la direction. - Gestion des demandes des parties prenantes internes et externes. Votre profil : - Visionnaire, analytique, créatif avec de solides compétences organisationnelles. - Bonne connaissance du marché suisse et des assurances/santé. - Diplôme en marketing, vente, gestion de produit ou administration des affaires. - Expérience professionnelle pertinente et esprit d'équipe. - Familiarité avec le marketing, le développement de concepts et leur mise en œuvre. - Maîtrise de l'allemand/Suisse-allemand et du français (minimum C1) ; italien un plus. Poste à pourvoir en CDI. Pour plus d'information, merci d'envoyer votre CV rapidement.
Client: A well-established, niche Swiss bank, headquartered in Geneva, that is going from strength to strength and a leader in their field. An entrepreneurial working atmosphere that is dynamic and varied. Position: Leading a small but busy team of 5, this hands-on role, is essentially to ensure that the finance and accounting system adapted to the size of the company and the nature of its activities is in place and operating correctly (FINMA banking regulations). To include controlling cash flow, monthly financial statements, group consolidations, compliance with accounting principles, reporting and regulations as well as coordinating internal controls and liaison with external auditors. As a member of the Executive Committee, you will also participate in various other committees (such as the audit and risk committee), and be fully involved in the preparation of documentation and reports required by the Board of Directors. Profile: - Approximately 10-15 years experience in Swiss banking accounting, finance and controlling - Head of Finance experience in the Swiss banking sector - Strong people management and team leadership experience with a pragmatic approach - Broad experience of financial reporting, accounting, consolidations and controlling - You are used to working hands-on, on the field - A resilient person, able to work under pressure, within a fast-paced, entrepreneurial environment - Mother-tongue/fluent French + fluent English - Excellent IT skills to include accounting reporting tools and accounting software - Ability to commit to a full-time position (no home office) - Swiss residence or willing to relocate
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 journaliers - Contrôles et réconciliations diverses - Saisie des écritures comptables - Préparation des états financiers mensuels - Participation à la mise en place d'un nouveau processus des factures fournisseurs - Décompte TVA - Participer à la clôture financière - Etablissement des statistiques BNS (FiRE) Profil: - 5 ans+ d'expérience au minimum dans le domaine bancaire - Brevet de comptable / en cours de préparation - Bonnes connaissances des produits/services financiers - Proactif et capable de prendre des initiatives - Très bonnes connaissances - core banking systems + FiRE un atout - Capacité d'adaptation dans un environnement dynamique - Privilégiant le travail d'équipe - Très bonnes connaissances des outils informatiques usuels - Français langue maternelle ? anglais courant - Résident en Suisse
Client: A leading banking group with well-established Swiss headquarters and excellent 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. A Client that Finders work with regularly and can thereby explain very well the culture of this Bank to any prospective, suitable applicant. We have been specifically asked to help the Bank on this crucial hiring. Position: As Business Continuity (BCM) & Operational Resilience Manager for our Banking client, you are are an experienced individual seeking to contribute to the Bank's implementation of the Operational Resilience and provide support to the existing Operational Risk Team. You will be employed directly by the bank and on a permanent basis, for this full-time role (no home office). The chance to be part of a collegial team in a Bank that is very successful, dynamic, fast-paced and moving forward. Strong career path for high flyers. The position is based in Geneva, working closely with the Bank's other Swiss offices. Would suit those that are hands-on, muck-in and "get things done" sort of person. So if you're looking to step up in your career and have experience from audit, business continuity management or operational risk, this could be just the job! Tasks to include, but by no means limited to: - As part of the Bank's BCM & Operational Resilience Team, participate in the maintenance and further development of the global BCM life cycle and framework - Manage the defined measures to ensure operational resilience - Supporting BCM-related tasks in the context of internal reporting and controlling as well as internal and external audits - Assisting in the development and maintenance of an operational resilience framework - Identify the critical functions with their disruption tolerance - Establish a testing framework to regularly review the ability to perform critical functions at times of operational disruption with their interruption tolerances - Keep record of key controls and operational risks related to critical functions - Update BCM documentation Profile: - University degree in Finance or Economics preferred, or equivalent - At least 5 years+ of practical experience in the field of Operational Risk, Business Continuity Management or Audit - Swiss private banking experience a must in order to be fully up to date on Swiss banking regulations as regards risk - Strong analytics, risk and performance management skills - especially on non-financial risk elements - Ability to weight problems and set priorities with strong analytical and problem solving skills - Ability to work with various stakeholders, both internal and external - Keen to take responsibility, with the capability to work independently, whilst being part of a larger team across Switzerland - A pragmatic person who is hands-on and who can "get things done" - Fluency in English with very good command in French - a must; German is a plus - Excellent Microsoft Office skills - Happy to work in a 100% role, permanent contract (no home office); ideally able to start ASAP (but those on a notice period of course also considered seriously) - Already resident in the Geneva; frontalier OK
Client: Well-established, boutique financial institution of long-standing repute. The Geneva office of this small private bank, offers a busy, collegial and close-knit team atmosphere. Their very centrally-located Geneva office is well-established and successful. As a dynamic, experienced private banking assistant, you can look forward to working in an entrepreneurial, meritocratic environment where you can be visible. You will work hard, but will be recognised for it and can evolve over time, so a real career path available. Position: Are you an experienced banking assistant looking for a busy job as assistant/e de gestion, with more responsibility and visibility within a smaller structure? This could be just the job! There are also good evolution prospects to evolve to junior (farmer) relationship manager. This is the chance for a broader role in a more human-sized organisation. You will have opportunity to work on interesting projects and with a wide range of "assistant(e) de gestion" tasks, progressing to junior banker for high flyers, as mentioned above. As first point of contact for the clients, you will be supporting a busy and demanding General Manager/Senior Relationship manager, working closely with another established RM and one other more junior assistant de gestion. Your role will include the following elements: - Supporting the relationship managers in all aspects of client service and administrative tasks in a responsible and independent way - Entering the orders, passing the trades - options, bonds, equities, subscriptions, fiduciary deposits etc - Liaising with the central functions at the global headquarters based abroad (trading, advisory etc.) - Working closely, as required, with the locally-based middle office, back office and compliance specialists - Preparing business trips and client meetings - Processing client payments, stock exchange orders and any other transactions efficiently and swiftly in close collaboration with their headquarters - Preparing the opening of bank accounts and ensuring excellent quality of all required documents - Daily contact with clients to ensure the smooth-running of their portfolios and helping to look after the clients in the senior RM's absence - Ensuring adherence to all external and internal policies and regulations within the team Profile: - Minimum 5 years'+ relevant work experience as an experienced private banking assistant from a private bank in Switzerland a must or as a junior banker - Strong product and investment knowledge and experience - CWMA preferred but not essential - Good knowledge of the local, FINMA banking, Swiss regulations and LSFin etc (category 4 or 5 bank) - Fluent in English and French - both languages a must - CWMA preferred or willing to do it, as a plus - You are experienced with an international clientele who are demanding and used to working at a fast pace + used to being part of a small team, small office (as part of a larger, medium-sized brand) - A proactive, independent and highly reliable person who enjoys being part of a small team - Someone who is flexible - able to deal with trading orders (a must), welcoming clients and having a lot of contact with them, as well as doing the more menial tasks - An open minded, uncomplicated and multicultural person who is "roll up sleeves and muck in" type who can work under pressure - An ethical person with the right "attitude", who takes pride in their work - You are accurate, with good attention to detail, as well as at ease in a small structure - At ease with IT and used to picking up PMS systems quickly; solid MS office skills - Swiss, EU/EFTA nationals only - and/or already in possession of a Swiss work permit where applicable; frontalier OK - Available to start quickly, preferred, for this permanent contract - Able to commit to an office-based job (no home office) where the hours are 09.00-18.30 daily (full-time only)
Client: A leading banking group with well-established Swiss headquarters and excellent global reach. They offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. 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 and good visibility/responsibility. Would ideally suit those used to a medium-sized financial institution and looking to join a human-sized organisation. A bank that Finders know very well and have worked with for many years, thus able to explain well the culture and working environment to any potentially suitable applicant. Position: Depending on your level experience, this role would be coming in as AVP or VP. A bank and credit group that Finders knows very well and works with regularly as they continue to grow. A rare opportunity too in Geneva to be able to have exposure to corporate lending, whilst still being part of a private bank. So for anyone who speaks fluent German and English, thinking since a while to move here, and coming from corporate lending/buy-side credit or equivalent, this could be a unique job on the local market place! We are also able to explain fully the culture of this bank to any suitable, prospective applicant, as well as being able to tell you more about living and working in Geneva and all it has to offer. Joining a small team that specialises in corporate treasury and corporate loans on the counterparty credit risk side. As part of the larger, overall Credit Group of functions. In this role, you will be in charge of producing credit risk assessments for Corporates, Financial institutions and Sovereigns for the benefit of the Group Credit Committee, as well as providing credit opinions and recommendations. Reviewing complex loan agreements/credit documentation ( e.g LMA and ISDA), as well as assisting other teams across the credit universe and front office on any other non-standard expert view (eg single stock lending, helping out from time to time on complex Lombard etc). Core responsibilities:. - Perform in-depth financial statement analysis of Corporates, Financial Institutions & Sovereign to assess counterparty creditworthiness - Assess and negotiate credit terms in the legal documentation (credit agreements, master agreements for OTC derivatives, repos and securities lending - Liaise with the Risk Office on credit limit monitoring, country risk and large exposure - Formulate credit view on long term bond holdings, bilateral and syndicated loans, OTC derivatives, repos and securities lending - Monitor market news and research / monitor credit portfolio for early warning indicators - Assist trading desks for flow business: assess counterparty risk, documentation and limit set up for OTC derivatives, repos & securities ending - Ensure compliance with all relevant internal and external regulatory and reporting requirements - Participate in new credit related projects or activities of the bank as well as general participation in credit policies and procedures review Profile: - University degree in Business, Economics, Econometrics, Finance or equivalent - Fluent in German (C1) and fluent English; both a must (used to looking at loan agreements and credit documentation in German and working in this language) - Approximately 2-6 years' experience in fundamental counterparty credit analysis, credit research (ideally financials but also open to those from corporates, sovereign etc) - Ideal experience would be as a corporate credit analyst with experience from a universal bank/corporate credit lending team (or risk team) - Capable and used to reading and dealing with complex credit loan agreements and credit documentation for corporate lending - Strong commitment and a team-working spirit, demonstrating flexibility and adaptability to the fast and dynamic environment - Strong work ethics, integrity and high level of accountability - Ability to weight problems and set priorities as well as strong analytical and problem solving skills - Used to leading projects in a timely manner and prioritizing among various tasks - A roll up sleeves, muck-in, hands-on approach and used to being part of a medium-sized bank or willing to be - Excellent MS Office skills, knowledge of a coding language is a plus - Able to commit to a busy, high pressure full-time job (no home office) - Eligible to work in Switzerland if not already based locally (meaning Swiss, EU/EFTA passport holders or equivalent only); compelling reasons to move to the Geneva area (frontalier OK)
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 situations - Coach the team members to improve their skills and performance with focus on sales management - Develop your own client portfolio in acquiring new clients and generating revenues - Support the Relationship Managers in the acquisition and onboarding of new clients - Conduct regular meetings with the team to foster information exchange and review performance - Supervise and approve the credit approval forms performed by Client Relationship Managers - Identify and secure new business opportunities and increase the Bank's portfolio - Supervise client periodic review performed by Client Relationship Managers - Define Client Relationship Managers' yearly targets and assess annual performance in collaboration with Head of Wealth Management - Drive the hiring of new Relationship Managers in close collaboration with Head of Wealth Management - Work closely with other departments for a cross-sell strategy - Ensure timely clearance of pending items and escalate deficiencies Profile: - University degree in Finance or equivalent qualification considered equivalent - 10 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 asset - Proven management skills in a similar function - Ability to motivate and coach others - Thorough knowledge of ?Swiss? Wealth Management legal and regulatory aspects (FINMA) + first line of defence - Risk awareness and high level of ethics - Excellent client relationship and communication skills - Fluent 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 asset - Thorough 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 manner - Risk awareness and high level of ethics - Strong 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)
