We have been entrusted with recruiting the future Head of Training & Talent Development for one of our major clients.

The succesfull candidate will play a key role in developing and implementing the Learning and Talent Development (LTD) strategy for the Tech and Operations business lines.

As a knowledgeable and experienced HR executive, comfortable working with senior management, you will play a key role in supporting the business objectives. You will build a strategy that seeks to further improve leadership capability, performance, employee upskilling to support growth and mobility, inclusion, and the unique employee value proposition. You will actively contribute to retaining, developing and leveraging talents using effective initiatives.

Main responsibilities :

• Defining and implementing the learning and talent and development strategy through collaboration with, and coordination of, key stakeholders
• Developing employee skills through a solid and forward-looking learning and development (L&D) offering as well as mentoring and coaching programs
• Implement hard-skill upskilling programs (GenAI, prompt engineering, data literacy, …)
• Enhancing leadership capabilities
• Coordinating the talent management process, working with the HR team and senior management to identify and train successors for key roles, high potential talent and participants for key talent development programs
• Coordinating the performance management process (improving the feedback culture as well as the link between performance and rewards)
• Collaborating with colleagues from across the Group to advance the HR and learning and talent agenda, actively participating in the LTD community of expertise, and contributing to matters of expertise and co-led projects
• Monitoring the learning budgets and reporting to management
• Defining and monitoring KPIs to track progress

Profile:

• At least 10 years’ experience in a similar role
• Experience in talent management practices (talent reviews, succession planning and analytics)
• Knowledge of the financial service industry and/or technology industry
• Technical familiarity: knowledge of GenAI landscape, data engineering; proven experience running technical upskilling programs
• Certification in other related disciplines is an advantage, such as executive coaching, high-performing teams, strategic planning, psychometrics, change management, etc.
• Excellent communication and presentation skills as well as strong stakeholder management and influencing skills
• A collaborative leader and team player
• Ability to work both strategically and operationally
• Proactive, service- and results-oriented, with a positive and collaborative personality
• International experience and a track record of people management
• Eager to work in a multicultural environment where your organisational skills and growth mindset will be valued
• Fluency in both French and English required; German would be an advantage
• Must be resident in Switzerland

Due to the volume of applications we receive, we regret that we will contact only the candidates who have been selected.

For one of our clients, a leading European multi-family office, we are currently looking for a Head of Sales Enablement who will report directly to the Head of Wealth Management.

This position aims at ensuring that all opportunities (from Relationship Managers and non-RM channels) are systematically captured, allocated, and converted, while also serving as the bridge between Marketing and Business Development.

The role requires both process excellence and a deep understanding of investment products, client mandates, and the wealth management industry.

Responsibilities

• Guarantee systematic capture and follow-up of all RM-originated leads in CRM;
• Implement and oversee a structured process for opportunities from Ambassadors, Advisory Board, Communities, and inbound digital/AI referrals, ensuring they are tracked until conversion;
• Actively manage the internal handover of opportunities (to RMs, Investment Office, or Partners) with clear accountability;
• Support RMs with structured follow-up, lead attribution, and sales tools;
• Partner with the Investment Office to position deals, mandates, and products as part of the growth pipeline;
• Serve as the coordination hub ensuring Marketing outputs (content, thought leadership, events, digital presence) are aligned with BD priorities and used effectively by client-facing teams;
• Bring industry knowledge to discussions on mandates, products, and investor positioning;
• Contribute to shaping the firm’s client value proposition across multiple investment platforms;
• Provide management with insights on which channels and themes generate the most traction;
• Deliver clear dashboards to the management on pipeline performance and conversion;
• Measure ROI across channels (RM, Ambassadors, Advisory Board, Communities, Inbound);
• Identify bottlenecks and recommend corrective actions.

Profile

• About 10 years’ experience in business development enablement, investment product management, or client strategy within a multi-family office, private bank, asset manager, or PE/VC environment;
• Solid knowledge of wealth management industry, mandates, and investment products;
• Strong CRM/process discipline combined with strategic insight;
• Proven ability to bridge commercial and marketing functions: ensuring messaging, content, and pipeline management are consistent and effective;
• Analytical, structured, and rigorous, yet capable of influencing senior RMs and partners diplomatically;
• Bilingual English/French; additional languages a plus;
• Swiss residency is a must have.

Due to the volume of applications we receive, we regret that we will contact only the candidates who have been selected.

For one of our clients, a Private Bank in Geneva, we are currently searching for a Senior Employee to join the Central File department.

The role will consist in opening and closing of accounts, checking client documentation, fees, client signatures and overall client documentation and appropriateness. The mission of the central file is to ensure the accuracy of all account opening, handle all administrative requests and review all client related documentation.

 Responsibilities:

• Assist in meeting the bank’s budget and KPI
• Verify all special tariffs and client fees
• Provide timely and accurate information to the external and internal auditors when required
• Verify all the client instructions in terms of form, signature and authenticity
• Analyse the account opening documentation (in compliance with CDB, AMLA, AMLO-FINMA, QI-FATCA, CRS)
• Ensure the opening, updating and closing of client relationships is duly done in the banking system
• Timely scan and archive the documentation by maintaining accuracy of both physical and electronic files
• Daily/weekly advise to Front Office team for client onboarding
• Be a controller of all the account opening and closing document and scan them for audit evidence
• Reconcile the accounts on a daily basis
• Collaborate with Compliance team on compliance inquiries and account opening process
• Ensure compliance with all legal and regulatory pronouncements
• Ensure full awareness of all the policies and procedures issued in relation to money laundering prevention
• Keep management informed of area activities and of any significant problems
• Stay abreast of changes in Operations & Compliance and related policies
• Comply with all applicable legal, regulatory and internal compliance requirements
• Assist related departments as needed
• Support and replace Operations personnel as needed
• Ensure high standards of data protection and confidentiality to safeguard commercially sensitive information
• All other ad hoc duties and/or activities related that management might request of the employee from time to time

Profile:

• University degree with professional qualifications in Central File
• Proven track record in banking central file
• +5 years relevant experience in banking operations; central file, settlement, processing and reconciliation transactions pertaining to all accounts
• Good verbal and written communication skills (including report writing) in English and French, Arabic is a plus
• Ability to make decisions and follow through with initiatives
• Computer skills (MS Office and bank applications)
• Good problem-solving skills
• Excellent organizational skills and attention to detail
• Planning, organizing and analytical ability
• Ability to effectively interact at all levels in the bank and outside contacts

Due to the volume of applications we receive, we regret that we will contact only the candidates who have been selected for an interview.

We are looking for a Relationship Manager in charge of the following: Read more