Free Transfer Specialist
EFG Bank AG
Publication date:
12 April 2025Workload:
100%Contract type:
Permanent position- Place of work:Geneva
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Job summary
Join our Operations team in Geneva as a Free Transfer Specialist! This 12-month temporary role offers a dynamic work environment and valuable experience.
Tasks
- Manage deliveries free of payment for various securities and funds.
- Coordinate instructions through swift MT540/MT542/MT599 or faxes.
- Collaborate with teams and reconcile cash positions linked to trades.
Skills
- Minimum 2 years in a similar role within finance or asset management.
- Strong knowledge of stock markets, hedge funds, and mutual funds.
- Fluent in French with good English skills, both spoken and written.
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Free Transfer Specialist
Job Description
We are looking for a talented Security transfer specialist for a 12 months temporary mission as part of our Operations team based in Geneva.
Main Responsibilities
- Be in charge of the deliveries free of payment: incoming/outgoing/internal for all kind of security, shares, bonds, mutual funds, hedge funds…
- Issue faxes and send to the counterparty
- Send instructions to our custodians/depositaries through swift MT540/ MT542/MT599 or faxes
- Follow up the status of the swift instructions or fax instructions and act in order to have the transfer settled on time and update the core banking system.
- Open accounts with the transfer agent when necessary
- Be in contact with different departments such as Security Master, Investment fund, tax team, compliance team, reconciliation team… for the transfer purpose
- Reconcile our cash positions linked to tax or fees issued from trades and align securities position.
Skills and Experience
- Min 2 years in a similar role within the financial or asset management industry.,
- Good knowledge of Stock markets, Hedge Funds, Mutual Funds, etc.
- Strong team player and able to deliver in very high periods of activity.
- Excellent organisational skills.
- Ideally, he/she have been exposed to the following systems : Temenos – GTmatch– GTExchange (formely stelink)or swift, Easyway, Vestima, SIX SIS and/or XACT.
- Fluent in French and very good English level in writing and speaking.
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