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Your search has found 66 jobs

Location

Type

Middle Officer - Family Office

Published date: 25/04/2019

Geneva, Switzerland

Permanent

Full-time
Summary
Pour l'un de nos clients, un single Family Office basé à Genève, nous recherchons un/une :

MIDDLE OFFICER - FAMILY OFFICE

Description du poste

Exécution des ordres de bourses et suivi avec les différentes contreparties (trouble shooting, réconciliation, etc.)

Suivi des corporate actions

Monitoring des positions en portefeuilles et calcul de performances

Préparation du reporting des portefeuilles pour le CIO

Assister le CIO dans la recherche et l'analyse de propositions d'investissement

Profil recherché

Bachelor ou Master universitaire ou équivalent

3-5 ans d'expérience dans un middle office

Bonnes connaissances des produits financiers tels que actions, obligations, métaux précieux, fonds

Autonome, débrouille et facilité d'adaptation dans une structure à taille humaine

Français et anglais courants

Nous garantissons une discrétion absolue dans l'étude des dossiers de candidature qui nous sont soumis.
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Financial Controller - Temporary assignment

Published date: 24/04/2019

Geneva, Switzerland

Temporary

Full-time

Summary

no added

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AML & Sanctions Analyst - Long term temporary mission

Published date: 24/04/2019

Geneva, Switzerland

Temporary

Full-time
Summary
For one of our clients, an international and private bank based in Geneva we are looking for a :

AML & SANCTIONS SPECIALIST

Long term temporary mission

Job description

Review and analyse the alerts generated by the systems (AML & Sanctions related) within an agreed timeline and report any issues/inadequate activity in a timely manner to the team's manager

Liaise with the relevant units where required and follow-up on any investigations undertaken

Maintain a secure log/database to perform MI and/or administrative tasks linked to the function

Assist on the technical and testing phases when needed

Ensure that all activities and duties are carried out in full compliance with regulatory requirements, the bank's Operational Risk Framework and internal bank's policies and standards

Be in contact with internal and external teams to various booking platforms

Profile required

University degree or equivalent

Relevant experience in a similar role within financial services

Detailed knowledge of the Swiss Banking Regulations (Swiss AML guidance), KYC and its application

Strong knowledge of the current environment (FATCA, Sanctions)

Excellent Excel skills

Experience in banking operations systems such as Avaloq a plus

Ability to analyse and interpret data

Passionate, analytic and results oriented

Ability to work under pressure and to analyse information

Fluent in English and French

All files will be treated with the utmost confidentiality
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Investment Consultant

Published date: 24/04/2019

Geneva, Switzerland

Permanent

Full-time
Summary
For one of our clients, a renowned financial firm based in Geneva we are looking for an :

INVESTMENT CONSULTANT

Job description

Provide direct client advice to key external clients

Generation of investment ideas and advise RMs and direct customers across all asset classes

Support of relationship management in marketing of investment management services (pitches)

Continuous enhancement of the investment consulting offering in particular in optimizing processes and increase efficiencies

A member of the Investment Selection Committee to determine bank's investment universe

Profile required

Higher finance education or specialised finance qualifications (CFA, AZEK, CAIA)

Minimum 3 years of experience in the field

Knowledge about all asset classes and investment instruments

Expert in Bloomberg, Excel and VBA

Hands on and willing to lead change

High level of interpersonal skills

Ability to discuss complex investment matters clearly to clients and RMs

Positive can do attitude and outgoing personality

Natural curious, team player and willing to learn

Fluent in French and English, German a plus

All files will be treated with the utmost confidentiality
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Administrative Assistant - Temporary 6 months

Published date: 24/04/2019

Geneva, Switzerland

Temporary

Full-time
Summary
For one of our clients, an Asset Manager based in Geneva we are looking or an :

ADMINISTRATIVE ASSISTANT - TEMPORARY 6 MONTHS

Job description

Coordinate corporate engagement activities for the equity investment line, liaising with the company's legal and marketing teams

Organise travel for the team (flight and hotel booking, handle travel expenses)

Update of client files and handle investor-related documents

Support the team for standard documents requirements from clients (prospectus, monthly reports,etc.)

Responsible for all the internal meetings organisation and coordination within the department

Meeting notes and follow up for monthly client's review meetings

Back-up of Personal Assistant to CEO during her absences

Profile required

CFC de commerce or Bachelor HEG

Minimum of 3 years of experience in a similar role in the financial sector

Strong skills in using MS Office

Proactive, rigorous and precise

Able to work under pressure and organised

Bilingual in French and English, German an asset

All files will be treated with the utmost confidentiality
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Financial Products Tax Specialist - Wealth Planning

Published date: 24/04/2019

Geneva, Switzerland

Permanent

Full-time
Summary
Mission

You will join the Wealth Planning team within the Pictet Wealth Management division. In this role you will work closely with clients and relationship managers to ensure that assets held by Pictet clients are suitable given their tax residency with a view to maximising their performance after taxation. You will provide guidance on the taxation of financial products to a wide range of internal stakeholders.

Responsibilities

You will join a stimulating work environment where you will be responsible for:

Maintaining a high level of technical expertise on the taxation of financial products on the markets that are strategic for the Group (especially Switzerland, Europe and Latam).

Meeting clients and prospects to discuss the taxation applicable to their investments.

Reviewing existing portfolios and investment proposals to ensure their suitability from the point of view of taxation.

Training client-facing staff (mainly relationship managers and investment specialists) on the taxation of financial assets in the Group’s core markets and providing them with the relevant material to manage tax suitability on a daily basis.

As a member of the wealth planning team, providing support and training to wealth planners in matters regarding the taxation of financial products, attending team meetings and events and sharing expertise and experiences.

Attending meetings of the Products & Services Committee and working closely with the product team and with the Head of Investments.

Working with the advisory and discretionary portfolio management teams to build and maintain country specific mandates.

Profile

University degree in Law, Economics, Finance, Business or a related discipline; certification in tax matters would be a plus.

10 years’ experience as a wealth planner or financial advisor in the field of wealth management.

Strong client skills, with the ability to deliver needs-based solutions and a best-of-class client experience.

In-depth knowledge of specific complex financial planning solutions and products, including knowledge of financial markets, new product solutions and regulatory requirement relevant to wealth planning.

Analytical skills to review opportunities in Top Tier Relationship Manager portfolios and engage in client meetings.

Proficient user of MS Office tools (PowerPoint, Excel, etc.).

Outstanding communication skills, with the ability to foster long-term relationships.

Ability to analyse financial information and ensure compliance with regulations.

Fluency in French and English (you will be asked to lead meetings, write and present reports and negotiate agreements in both languages); good knowledge of German would be a plus.

Must be resident in Switzerland.
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Paralegal / Legal Secretary

Published date: 24/04/2019

Geneva, Switzerland

Permanent

Full-time

Summary

no added

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Comptable - mission temporaire

Published date: 23/04/2019

Geneva, Switzerland

Temporary

Full-time
Summary
Pour l'un de nos clients, un Asset Manager basé à Genève, nous recherchons un/une :

COMPTABLE - MISSION TEMPORAIRE

Mission du poste

Vous serez en charge de la comptabilité générale, de la facturation et du bouclement de fin de mois. Vous assurerez également le lien avec les managers en leur fournissant les états financiers.

Profil recherché

Formation en comptabilité

Expérience confirmée en Suisse dans un rôle similaire

Expérience dans le domaine de l'asset management un plus

Bonnes connaissances des outils MS Office

Proactif/ve, positif/ve et flexible

Précis/e, rigoureux/se et consciencieux/se

Autonome et responsable

Français courant et bon niveau d'anglais

Disponibilité immédiate

Nous garantissons une discrétion absolue dans l'étude des dossiers qui nous sont soumis
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Assistant/e de Gestion

Published date: 16/04/2019

Geneva, Switzerland

Permanent

Full-time
Summary
Pour l'un de nos clients, un Asset Manager basé à Genève nous recherchons un/une :

ASSISTANT/E DE GESTION

Description du poste

Apporter un soutien opérationnel dans la gestion des portefeuilles de la clientèle privée

Apporter un soutien opérationnel au CRM pour la modélisation des portefeuilles clients et le processus d'allocation d'actifs

Suivi et contact avec la clientèle privée

Rédaction et secrétariat classique (suivi des mails, correspondance client, etc.)

Organiser les déplacements et les rendez-vous client du CRM

Préparer les visites clients (préparation des packs de présentation, production des rapports d'investissement, etc.)

Ouverture et clôture de compte bancaire

Créer les profils/portefeuilles clients dans Portfolio Management System (basés sur les dossiers clients physiques et les différents documents disponibles)

Vérifier l'ensemble des informations nécessaires aux dossiers des clients privés du point de vue du Compliance et de la LBA

Passer des ordres de bourses/transferts et changes

Envoyer les demandes de souscription ou remboursement de fonds

Calculer les frais de gestion et le droit de timbre fédéral et procéder à la facturation

Passer les transactions bancaires dans le PMS

Réconcilier les positions du PMS et celles des banques une fois par trimestre

Participer à l'amélioration des procédures et contribuer au développement des outils informatiques de l'entreprise

Communiquer avec le représentant des fonctions Compliance et Risk Management sur les évolutions réglementaires en cours et coopérer en conséquence

Travaux ponctuels sur demande

Profil recherché

Bachelor et/ou Master en gestion ou finance

Minimum 5 ans d'expérience dans l'assistanat de gestion

Bonnes connaissances des produits financiers et des règles et procédures bancaires

Expérience solide dans l'utilisation d'un outil de CRM et de gestion de portefeuille

Très bonne maîtrise de la suite MS Office (Word, Excel et PowerPoint)

Bonne présentation, sérieux/se et motivé/e

Autonome et professionnel/le

Français et anglais courant

Domicile en Suisse obligatoire

Nous garantissons une discrétion absolue dans l'étude des dossiers qui nous sont soumis
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Senior Tax Consultant

Published date: 11/04/2019

Geneva, Switzerland

Permanent

Full-time
Summary
Pour l'un de nos clients, une société active dans le domaine de l'audit basée à Genève, nous recherchons un/une :

SENIOR TAX CONSULTANT

Mission

En charge de la supervision de deux juniors, de contrôler leur travail principalement pour la partie déclaration d'impôts, de leur donner un feedback/corrections afin de les aider à se développer.

Profil recherché

Entre 2 et 4 ans d'expérience en fiscalité

Bonne expérience en tax compliance (déclarations d'impôts)

A l'aise avec la fiscalité des personnes morales et physiques

Expérience dans le conseil (analyses, memo, calculs complexes, etc.)

Expérience en supervision de consultants un plus

Bon niveau d'anglais et de français (min. C1)

Nous garantissons une discrétion absolue dans l'étude des dossiers qui nous sont soumis
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