A private bank in Geneva.

Description

Responsibilities

Management:

• Oversee resource allocation and team management.
• Prioritize operational needs.

Client Database Management:

• Open and review accounts (including corporate and trust accounts).
• Update client data and manage regulatory compliance (EAR, FATCA, etc.).
• Handle contractual documentation and account closures.

Client Correspondence and E-Banking:

• Manage e-banking users and access.
• Handle returned mail.

Client Pricing Management:

• Update pricing requests and configure pricing systems.
• Automate fee and revenue allocations.

Helpdesk Management:

• Monitor tickets and update standard requests.
• Develop approval workflows.

Departmental Support:

• Manage safes, quarterly cost accounting files, and supplies.
• Archive closed accounts and handle staff planning.
• Digitize and manage card flows.
• Provide statistical reports to Compliance.

Tool and Process Development:

• Participate in tool and process design and development.

Profile

• Degree in Business, Law, or Management. Training in central file management or Compliance is a plus.
• 5+ years of experience in a similar role in a Swiss private bank.
• Team management experience mandatory
• Strong knowledge of banking and fiscal regulations.
• Fluent in French and English.
• Excellent communication and interpersonal skills.
• Proactive in tool and process development.
• Resident of Switzerland and available immediately.

Job Offer

A nice working environment, flexibility and competitive salary.