HR Partners

Our client, a Geneva-based Swiss bank, is seeking an Accountant - Financial & Regulatory Reporting

VOS RESPONSABILITÉS

• Oversee daily accounting operations for one or several Group entities.
• Prepare and review monthly reconciliations for specific accounts.
• Support the Head of Accounting in preparing the Group’s half-year and year-end financial statements.
• Perform ad-hoc tasks and projects as requested by senior management.
• Produce and submit regulatory statistics for all operating entities within the Group to the Swiss National Bank.
• Collaborate closely with the Risk Department on matters related to Basel Principles, capital adequacy, liquidity coverage ratios (LCR), net stable funding ratios (NSFR), leverage ratios, and interest rate risk.
• Prepare ad-hoc financial analyses and simulations related to capital adequacy, advising the Group on potential corporate actions.
• Conduct regular regulatory monitoring and support Basel IV implementation across the Group.

VOTRE PROFIL

• Minimum 3 years of experience in accounting, financial reporting, and regulatory compliancea iin a private bank or in an audit firm.
• Familiarity with Swiss banking regulations and Basel standards is a plus.
• Proficiency in Fire/Focus, SAP/G2, or similar accounting systems.
• Bachelor’s degree in Finance, Accounting, or a related field.
• Fluent in both English and French, with excellent verbal and written communication in both languages.
• Ability to manage multiple tasks and priorities, with excellent organizational skills.
• Strong communication skills to collaborate effectively with internal teams, including finance, risk, and compliance departments.
• Problem-solving skills and attention to detail, particularly in analyzing and presenting financial data.

Postuler

Our client, a Geneva-based Swiss bank, is seeking a Compliance Officer

VOS RESPONSABILITÉS

• Review new account applications for compliance with Client Due Diligence (CDD), Anti-Money Laundering (AML), Sanctions, Tax, and Swiss regulatory standards.
• Assist the Front Office throughout the account opening process.
• Manage sanctions (OFAC, EU, SECO), PEP, and AML monitoring alerts, ensuring timely resolution and accurate documentation.
• Conduct periodic reviews of customer profiles and account documentation prepared by Client Relationship Managers (CRMs).
• Provide training to staff on key regulatory topics, including CDD, AML, Sanctions, and other compliance matters.
• Perform KYC assessments on counterparty banks.
• Maintain comprehensive audit trails for alert reviews and clarifications.
• Prepare and submit reports for MROS or respond to authority requests.
• Support the Compliance Division's Quality Assurance Program.
• Escalate complex and sensitive cases to the Head of Compliance.
• Collaborate with the Compliance team to share best practices and identify opportunities for process improvements.

VOTRE PROFIL

• University degree in Law, Business Administration, or equivalent.
• Certificate of Advanced Studies (CAS) in Compliance Management or equivalent.
• 3-5 years of proven experience in a similar compliance role within banking, including handling account openings and customer profile reviews.
• In-depth knowledge of Swiss regulatory requirements (AML, KYC, CDB, and related banking regulations).
• Experience with FATCA, QI, AEI, FinSA, and FinIA is a strong asset.
• Expertise in Commodity Trade Finance.
• Strong analytical, problem-solving, and decision-making skills.
• Well-organized, proactive, and able to work independently or in a team.
• Excellent communication and interpersonal skills.
• High ethical standards, with a commitment to confidentiality and integrity.
• Fluent in French and English, both written and spoken.
• Proficient with IT tools (Outlook, MS Office, internet).

Postuler

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

VOS RESPONSABILITÉS

• 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.

VOTRE 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.

 

Postuler

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

VOS RESPONSABILITÉS

• 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.

VOTRE 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).

Postuler

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

VOS RESPONSABILITÉS

• 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.

VOTRE 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.

Postuler

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

VOS RESPONSABILITÉS

• 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.

VOTRE 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.

Postuler