For one of our clients, a a global investment and advisory firm in Geneva, we are looking for a Chief of Staff who will be responsible for optimizing the day to day of the wealth management business (consisting of Client Support, Relationship Management, and Wealth Governance) and implementing the agreed corporate strategy for the department across all of the firm’s offices. This leadership position is at the helm of a constantly changing portfolio of projects that require sophisticated problem solving, commercial,and organizational skills.

Responsibilities:

The role has commercial, strategic, managerial, and operational aspects to it including:

• Commercially, the role holder will:
  – support business development and sales efforts by deriving actionable insights from sales activities.
  – identify best practices when engaging in business development and prospect conversion; share
  these across the relationship management team.
  – enable the firm to capitalise on prospect, client, and relationship manager feedback by channelling
  it into the firm’s marketing activities, investment offering, and WM services so that these remain
  competitive. The role therefore entails pro-active inter-departmental engagement, particularly with the Investment Office, Finance, Marketing, and Digital leads.
• Strategically, the role holder will contribute to the firm’s strategic efforts. To do so, they will gather industry knowledge and propose strategic initiatives for the WM business to the Head of WM. Such initiatives will take into consideration factors including industry trends, evolution of the regulatory environment, client and prospect feedback, relationship manager feedback, and M&A opportunity.
• Managerially, the role holder will pro-actively and collaboratively work on the creation, execution, and oversight of business plans to:
  – achieve WM targets in relation to revenue, profitability, client satisfaction, client servicing, and
  advisory product penetration.
  – optimise talent management to keep the skills of WM talent up to date and WM resource resilient in the face of changing business needs, employee absences, and employee succession.
• Operationally, the role holder will contribute to the identification and resolution of matters that negatively impact prospecting, on-boarding, and the day-to-day servicing of clients as well as contribute to the optimization thereof through collaboration with internal team members such as the COO (e.g., process-level matters)

Profile:

• 3+ years of wealth management industry experience
• Bachelor’s Degree (Masters preferred) ideally in a field related to Business Management,
  Finance, or Economics
• Specific knowledge of the investment industry (financial instruments, workflows, major
  players, trends, etc.)
• Entrepreneurially minded and client-centric
• Excellent verbal and written communication skills in English, and ideally French too
• Demonstrable leadership, management, and inter-personal skills; including ability to make
  tough decisions, to change and adapt quickly, while remaining focused on customers and
  executing business initiatives
• Strong sense of prioritization and business planning skills; both tactically and strategically
• Strong negotiation skills and the ability to influence internal business partners
• Superb business judgment and ability to think through complex business issues while
  maintaining a very high bar in execution (drive excellence in services, hiring, etc.)

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

For one of our clients, a Private Bank in Geneva, we are looking for a Transactions Services Specialist who will have the following responsibilities:

Responsibilities:

• Execute Mutual and Hedge funds orders
• Manage full Investment funds process
• Administer full Private Equity process
• Monitor complete derivative workflow for options
• Process securities transactions and lifecycle events
• Manage complete process for Incoming and Outgoing transfers free of payments
• Process Internal transfers
• Reconciliate data between systems, platforms and counterparties
• Analyze and remediate failed trades and reconciliation breaks
• Deal with counterparties requests
• Work in partnership with other departments mainly with commercial team
• Complete required reporting
• Monitor Key performance and risk indicators
• Participate in projects
• Identify opportunities to reduce operational risk and improve operational efficiency
• Enhance client service level
• Experience with cryptocurrencies operation would be valuable

Profile:

• Bachelor’s degree
• Five years of relevant experience in financial industry in the following fields: Investment funds, Alternative Investments, Derivative products, Risk and Project management an asset
• Strong technical knowledge of transactions lifecycle, trading processes, alternative products, private equity and applicable regulations
• Fluent in French and English
• Proven interpersonal skills
• Effective team player
• Deadline oriented and able to thrive in high pressure environment
• Strong communication skills
• Solid business analysis competences
• Available immediately

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

For one of our client, a Tier 1 Alternative Investment firm, we are looking to strengthen its team with the hiring of a Distribution and Marketing Project Manager to help steer, coordinate and implement its sales, marketing, and communication strategy. You will join a newly created and dynamic team of four.

Responsibilities:

• Helping define, coordinate and implement the business development strategy in close collaboration with the company’s distributors;
• Developing strong working relationships with key internal stakeholders to create cross-functional and cross-business line synergies;
• Together with the marketing team, ensuring alignment in the design and content creation of our website, marketing documents and intranet;
• Contributing to the creation of product content (e.g. sales enablement documentation, intranet posts) to promote the company’s offering and respond to the information needs of the distributors;
• Liaising with the distributors to identify new business opportunities, trends, growth areas or new ways of approaching existing markets;
• Supporting the coordination of cross asset class requests for proposals (RFP) and monitor the quality, accuracy and completeness of the content library;
• Critically assess the relevancy and value-add of our business development initiatives (e.g. webcasts, events) to ensure effectiveness and appropriate prioritisation;
• Supporting the Product and Business Development team with ad-hoc market and distribution-related research projects;
• Promoting internal communication about products, upcoming events, conferences and initiatives;
• Maintaining a strong awareness of best practices in regards to institutional distribution and marketing practices;
• Being a leader of continuous improvement of our governance framework from a sales, marketing and communication standpoint.

Profile:

• University degree or qualification deemed equivalent completed with a professional certification such as CFA, CAIA or previous experience in Alternative investments would be a plus;
• More than seven years of relevant asset management experience in strategy, investment consultancy or client relationship management;
• Strategic thinker with strong project management skills and keen attention to detail;
• Commercially and marketing savvy with a strong drive to lead the development of new sales and marketing initiatives;
• Natural team player and communicator with an ability to argue tactfully and build consensus;
• Ability to work in a multicultural environment and with teams in multiple locations;
• Excellent English writing skills, proficiency in any other European language is considered as an asset;
• Must be resident in Switzerland or willing to relocate.

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

For one of our client, an independent multi-billions wealth management firm, we are looking for a Head of Wealth Management.

This person is responsible for managing the wealth management business (consisting of Relationship Management, Client Support, and Wealth Governance) across all offices. This leadership position has direct responsibility for profit generation, business growth, and retention (at both client and talent level) in the wealth management business.

The primary objectives of the role are to:

• grow and manage the wealth management business with a heavy focus on client satisfaction, engagement, and excellent client servicing,
• optimize profitability and key business metrics (including wealth management revenue, new client additions, etc.),
• attract and retain high-value talent while ensuring the WM team works as a high-performance team that is culturally aligned with the firm,
• develop the firm’s network of external partners (Lawyer, Trustee, Accountants, Tax Advisors, Custodians etc.…) to better serve the clients and increase referrals from external parties to the firm.

Responsibilities:

• Strategically: The role holder will contribute to the firm’s strategic efforts by leading the strategic direction of the WM business. To do so, the role holder will gather industry knowledge and propose strategic initiatives for the WM business at both ExCo and ManCo level. Such initiatives will take into consideration factors including industry trends, evolution of the regulatory environment, client and prospect feedback, relationship manager feedback, and M&A opportunity.
• Commercially: The role holder will serve as the recognized leader of the wealth management (WM) business internally and externally,acting as an ambassador of the firm. In so doing, the role holder will:
  – function as the executive oversight for sales efforts across both prospects and existing customers to maximise cross-selling and ensure relationship managers are applying best practices when
  engaging in business development and prospect conversion.
  – together with the CMO, develop strategies to enhance client engagement as well as new prospecting channels.
  – support business development activities by partnering with relationship managers during prospect
  and client meetings as needed.
  – enable the firm to capitalise on the feedback of prospects, clients, and relationship managers by
  pro-actively channelling it into the firm’s marketing activities, investment offering,and WM services
  so that these remain competitive. The role therefore entails pro-active inter-departmental
  engagement, particularly with the Investment Office, Finance, Marketing, and BI leads.
  – broaden and optimize the interaction with the WM business’external network of business partners
  (e.g., lawyers, trustees, etc) and service providers (e.g., custodians) to better serve the interests of
  the firm and its clients.
• Managerially: The role holder will managethe business planning, P&L, and overall performance of the wealth management business. This will entail:
  – pro-actively and collaboratively working on the creation, execution, and oversight of business plans
  to:
  1. achieve WM targets in relation to revenue, profitability, client satisfaction, client servicing, and advisory product penetration.
  2. optimise talent management to keep the skills of WM talent up to date and WM resource resilient in the face of changing business needs, employee absences, and employee succession.
  – reviewing and assessing key WM personnel for performance, compensation, and promotion purposes.
• Operationally: The role holder will contribute to the identification and resolution of matters that negatively impact prospecting, on-boarding, and the day-to-day servicing of clients as well as contribute to the optimization thereof. Some of these issues will be addressed in collaboration with internal team members (e.g., process-level or system-level matters) but others may require engagement with external parties e.g., troubleshooting issues with a custodian.

Profile:

• 10+ years of wealth management industry experience
• Entrepreneurially minded, ideally evidenced through prior experience either building or leading a business venture while holding P&L implications
• Prior experience either managing an RM team and/or a client book
• Specific knowledge of the investment industry (financial instruments, workflows, major players, trends, etc.)
• Bachelor’s Degree (Masters preferred) ideally in a field related to Business Management, Finance, or Economics
• Must have knowledge of the Microsoft Office package (Word, Excel, and PowerPoint), overall tech and digital savviness would be a plus
• Traits: driven, dedicated, personable, charismatic, gravitas, internationally minded
• Excellent verbal and written communication skills in English, and ideally French too
• Demonstrable leadership, management, and inter-personal skills; including ability to make tough decisions, to change and adapt quickly, while remaining focused on customers and executing business initiatives
• Strong sense of prioritizationand business planning skills; both tactically and strategically
• A customer orientation which allows him/her to solicit, acquire, and act on information from customers concerning their current and future needs, issues, and challenges
• Strong negotiation skills and the ability to influence internal business partners
• Superb business judgment and ability to think through complex business issues while maintaining a very high bar in execution (drive excellence in services, hiring, etc.)