HR Partners

Une institution financière basée à Genève, spécialisée dans le financement du négoce de matières premières (Commodity Trade Finance), recherche un Responsable Compliance et Fichier Central

YOUR RESPONSIBILITIES

• Maintenir un dispositif robuste conforme aux attentes du régulateur suisse (CDB, LBA/OBA) et aux normes du Groupe, avec un niveau de justification et d'audit approprié.
• Superviser et valider les processus d’entrée en relation, les revues périodiques et dynamiques. Assurer que les analyses du département sont complètes, notamment sur des sujets tels que le cross-border ou la RSE, et que les données sont correctement collectées et reportées.
• Superviser et valider les opérations, assurer le bon déploiement des outils de filtrage, et gérer adéquatement les alertes (hits dans le flux, rapports des navires, alertes des clearers, etc.).
• Réaliser les contrôles hiérarchiques nécessaires, faciliter les contrôles de niveau 2 et effectuer les déclarations requises au MROS et/ou Seco.
• Produire ou encadrer la production des rapports internes, Groupe et externes, et maintenir une bonne relation avec les instances du Groupe et les organes de surveillance.
• Superviser l’élaboration et le déploiement des politiques, procédures et modes opératoires de la Banque, et assurer une veille réglementaire.
• Contribuer à la sensibilisation des équipes du Front sur le périmètre et les évolutions réglementaires, en pilotant le programme de formation au niveau de la Banque.

YOUR PROFIL

• Diplôme universitaire en droit, finance ou économie.
• Minimum de 5 ans en compliance, idéalement dans le domaine du Commodity Trade Finance.
• Solide connaissance du cadre réglementaire suisse (CDB, LBA/OBA) et des sanctions internationales (OFAC, UE, UK, UAE/DFSA).
• Bonne compréhension des transactions de financement du commerce de matières premières.
• Solides connaissances juridiques des personnes morales.
• Bonne maîtrise du français et de l'anglais.

 

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A financial institution that offers personalized banking, investment, and wealth management services to high-net-worth individuals (HNWIs) and families is seeking a Senior Relationship Manager

YOUR RESPONSIBILITIES

• Develop, build, and maintain relationships with high-net-worth clients by understanding their financial objectives and providing tailored wealth management solutions.
• Identify opportunities to deepen existing client relationships and expand the client base, driving revenue growth through new business development.
• Develop your own network for client acquisition, meet with prospects and clients, prepare for client meetings, and manage follow-up actions.
• Deliver exceptional service to clients by responding promptly to inquiries and proactively addressing their needs.
• Analyze portfolio positions, prepare performance evaluations, and develop investment proposals aligned with clients' objectives, assets, and investment strategies.
• Ensure knowledge of and adherence to compliance and cross-border rules, maintaining compliance with local laws, regulatory requirements, and internal guidelines.
• Stay informed about economic and monetary developments, as well as market, company, and sector performance, to provide informed advice and improve service quality.

YOUR PROFIL

• Minimum of 10 years in Private Banking as a Relationship Manager.
• Degree in finance, economics, or a similar field. A post-graduate qualification such as CFA is ideal. Valid certification as a Client Advisor (CWMA) is required.
• Proven business development experience in Private Banking, with a track record of developing new client relationships and sales success. Strong understanding of investments, banking, and trust concepts, including asset allocation, managed portfolios, brokerage accounts, and portfolio reviews.
• Independent, agile, enthusiastic, initiative-driven, and service-oriented. Excellent interpersonal, negotiation, and influencing skills. High degree of personal integrity, entrepreneurial spirit, and innovative mindset.
• Excellent knowledge of English and French or German. Additional languages are a strong asset.
• Valid working permit for Switzerland.

 

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A financial institution providing personalized financial services, including wealth management, investment advice, and private banking services, is seeking a Senior Investment Advisor

YOUR RESPONSIBILITIES

• Provide high-quality, tailor-made investment advice to UHNWI and sophisticated wealth management customers across all asset classes and markets.

• Manage and grow a book of advisory direct clients.

• Continuously monitor advisory portfolios (risk budget, performance, asset allocation) and provide frequent, proactive investment ideas to clients.

• Regularly generate and produce investment ideas and solutions for advisory clients within the private client unit.

• Present market views, investment strategy, and investment ideas to relationship managers, clients, and prospects.

• Prepare and participate in client pitches.

• Contribute to the continuous development of the investment offering and manage strategic projects within the department.

YOUR PROFIL

• A minimum of 10 years' experience in finance, focusing on direct client holistic investment advisory.

• In-depth knowledge of macroeconomics and investment strategy.

• Portfolio management experience is an asset.

• Proven expertise in all asset classes.

• Strong technical analysis skills.

• Excellent written and verbal communication skills in German and English, with proficiency in Russian being a plus.

• Exceptional presentation skills and the ability to speak confidently in front of diverse audiences.

• Highly motivated team player with strong organizational skills, strategic thinking, and a willingness to take ownership of multiple tasks.

• Flexible, proactive, open-minded, and charismatic, with natural seniority and a strong desire to deliver excellence.

• Proficient in executing all types of client orders under pressure.

• Proficient in Microsoft Office and finance tools (Bloomberg and FactSet are assets).

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A financial institution specialised in personalized financial services, including wealth management, investment advice, and private banking services is seeking a Relationship Manager Assistant

YOUR RESPONSIBILITIES

• Take ownership of managing a client portfolio, always putting the client's needs first.
• Be the go-to expert for administering clients' accounts, handling cash management, transfers, stock exchange orders, execution control, and fiduciary deposit renewals.
• Proactively anticipate and mitigate risks by closely monitoring risk and compliance indicators.
• Support relationship managers with KYC matters, help organize client meetings, and assist in preparing investment proposals.
• Ensure the seamless opening and closing of accounts.

YOUR PROFIL

• Minimum of 5 years of experience as an Assistant in the Wealth Management industry.

• Previous experience in a comparable position within the banking industry.

• Fluency in German and English with effective communication skills; proficiency in French is a plus.

• Strong team-player with a keen interest in providing high-level client service.

• Solid understanding of financial products and markets.

• Excellent IT skills, including proficiency in software tools and MS Office; familiarity with Avaloq is advantageous.

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A financial institution offering personalized banking and financial services to high-net-worth individuals (HNWIs) is seeking a Senior Relationship Manager

YOUR RESPONSIBILITIES

• Contribute to growth targets by building long-term client relationships.
• Provide trusted advice to clients in collaboration with Investment Advisors and Asset Managers.
• Work closely with other departments of the bank to identify and deliver cross-selling opportunities.
• Comply with all regulations, policies, and standards, and contribute to an effective risk culture.

YOUR PROFIL

• Proven track record in acquiring and strategically managing clients based in emerging markets, including Turkiye, Eastern Europe, Central Asia, the Middle East, the Levant region, the African continent, and Mediterranean Europe, with at least five years of experience in a similar role.
• CFA, CAIA, Wealth Management certification would be an asset.
• Existing network of contacts in the covered regions and the ability to leverage this network for efficient and sustainable client acquisition.
• Experience in dealing with high-net-worth individuals, family offices, and financial professionals.
• Strong risk awareness and a high level of ethics.
• Excellent communication and presentation skills.
• Strong persuasion skills and the ability to withstand client pressure.
• Team-oriented with the ability to work independently.
• Thorough knowledge of Swiss Wealth Management rules and regulations.
• Fluent in written and spoken English and the language of the area covered.

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A financial institution that offers personalized banking and wealth management services to high-net-worth individuals (HNWIs) is seeking a Head of Client Relationship Management - WM

YOUR RESPONSIBILITIES

• Lead and support the CRM team by setting clear priorities and managing specific situations.
• Coach team members to improve their skills and performance, with a focus on sales management.
• Support Relationship Managers in the acquisition and onboarding of new clients.
• Identify and secure new business opportunities to increase the bank's portfolio.
• Develop your own client portfolio by acquiring new clients and generating revenue.
• Supervise periodic client reviews performed by Client Relationship Managers.
• Drive the hiring of new Relationship Managers in close collaboration with the Head of Wealth Management.
• Supervise and approve credit approval forms prepared by Client Relationship Managers.
• Define annual targets for Client Relationship Managers and assess their performance in collaboration with the Head of Wealth Management.
• Conduct regular meetings with the team to foster information exchange and review performance.
• Work closely with other departments to develop and implement cross-selling strategies.

YOUR PROFIL

• University degree in Finance or an equivalent qualification.
• CFA, CAIA; Wealth Management certification is an asset.
• Over 10 years of experience in servicing Wealth Management clients and business development.
• Proven management skills in a similar role.
• Ability to motivate and coach others effectively.
• Strong understanding of the first line of defense role.
• Thorough knowledge of Swiss Wealth Management legal and regulatory aspects.
• High risk awareness and strong ethical standards.
• Excellent client relationship and communication skills.
• Fluent in written and spoken English and French.

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