An extraordinary opportunity has arisen for an experienced, highly organized, and discreet Personal Assistant to support a Chief Officer.
The successful candidate will manage an array of personal and professional responsibilities, ensuring seamless operation of day-to-day activities and long-term projects.
Key Responsibilities :
- Comprehensive management of the principal’s daily schedule, including appointments, meetings, and travel arrangements,
- Coordination of complex domestic and international travel itineraries, including private jets and luxury accommodations,
- Acting as the primary point of contact for the principal, managing communications and liaising with household staff, contractors, and other service providers,
- Handling confidential information with utmost discretion and professionalism,
- Personal errands and tasks as required, ensuring all personal affairs are meticulously organized,
- Financial administration, including budget management, bill payments, and expense reporting,
- Event planning and coordination, from intimate gatherings to large-scale events,
- Overseeing property management and maintenance for multiple residences,
- Project management and support for various business and philanthropic ventures.
- Experience working within a family office or similar high-net-worth environment,
- Minimum of 5 years’ experience as a Personal Assistant to a high-profile individual or in a similar high-pressure environment,
- Educational background in hospitality management is better,
- Background in event planning or project management is desirable,
- Exceptional organizational skills and attention to detail,
- Excellent communication and interpersonal skills,
- Fluent in French and in English both oral and written, German a strong asset,
- Ability to handle sensitive information with confidentiality and discretion,
- Proactive, with the ability to anticipate needs and act accordingly,
- Flexibility to travel and work outside regular hours as required,
- Proficiency in Microsoft Office Suite and other relevant software,
- Valid driver’s license and clean driving record,
- Swiss residency is a must have.
Job Features
| Job Category | Family Office |
For one of our clients, a Family Office based in Geneva, we are currently looking for an Accountant.
The successful candidate will be part of a small team and manage in priority private entities and also few corporate entities.
Responsibilities:
- Keep accounting records of shareholders and Swiss private entities (mainly service entities) accurate, duly documented and up to date,
- Process payments to suppliers in due time,
- Process expense reports,
- Issue debit notes and statements of disbursement and ensure collection in due time,
- Prepare billing to Group entities and other related parties,
- Perform quarterly and annual closing of accounts,
- Prepare annual statutory financial statements including balance sheet, profit and loss account and notes to the financial statements,
- Prepare accurate quarterly VAT returns in due time,
- Assist in preparation of accurate annual tax returns of Swiss private entities in due time including forms for dividends and stamp taxes,
- Assist in preparation of annual budgets and forecasts for Swiss private entities and their periodic review,
- Prepare monthly cash forecast of Swiss private entities, prepare bank transfers and ensure cash management is granted,
- Assist external auditors during annual audit,
- Produce monthly cash reporting,
- Assist in quarterly wealth reporting,
- Provide support for other financial ad hoc requests.
- Accounting certificate or University degree in Accounting/Finance,
- 3 to 5 years relevant experience in general accounting in Switzerland,
- Previous experience in a Fiduciary is higly desirable,
- Strong analytical mind, rigorous and well organised,
- Stress resistant and ability to work with tight deadlines,
- Flexible and able to manage multiple priorities,
- Team player with good communication skills in French and in English (B2/C1 level),
- Availability ASAP,
- Swiss residency is a must have.
Job Features
| Job Category | Family Office |
For one of our client, a Swiss Private Bank, we are looking for an Account Review Officer. He/ she will be part of the Compliance Onboarding team for a temporary assignment.
Responsibilities:
- Perform KYC periodic reviews for both domestic and international clients by confirming data requirements, collecting relevant KYC information, undertaking research via internal and external sources, and gathering and analysing KYC documentation in accordance with regulatory and Company AML policy requirements
- Undertake KYC due diligence reviews in a timely manner to high quality standards, as per the Banks policies
- Analyse AML risks associated with the client and identify ‘red flag’ situations. Potential risks and operational issues should be identified and escalated as appropriate
- Appropriate and confidential handling / sharing of sensitive client data
- Contribute ideas and participation to further improve and streamline the KYC processes as well as participate in strategic technology change initiatives
- 5 years of similar professional experience in the banking sector in Switzerland
- Strong knowledge of CDB20 including A forms and due diligence
- Understanding the business sector with a focus in the corporate financial services industry
- Proficient with MS Office applications
- Effective communication skills at all levels and across all internal and external stakeholders groups
- Basic understanding of stocks, corporate and wholesale banking products
- Strong reading, comprehension and critical reasoning skills
- Ability to interpret regulatory guidelines and assessment risk scores and ability to interpret alerts, identify trends and inconsistencies
- Attention to detail, strong analytical and problem solving skills
- Understanding of the end to end KYC and client on-boarding processes
- Familiarity with both domestic and international AML/KYC regulations and industry guidelines, Control, Compliance/AML and Investigation functions in the banking industry, financial sanctions on banks and financial institutions (OFAC, HM Treasury, EU and UN sanctions)
- Ability to perform business communication written and verbal in French, English. Basic Spanish is an advantage
- Available immediately
- Residence in Switzerland mandatory
Job Features
| Job Category | Bank / Finance |
For one of our clients, a Private Bank in Geneva, we are currently searching for a Sales & Suitability Compliance Officer to be responsible for the adherence to local and international regulations and standards related to conduct, as well as supervisory requirements and group expectations. The candidate shall manage the Bank’s relevant conduct related risks through the appropriate control and oversight activities.
This is a temporary mission until December 2024 with an immediate start.
Responsibilities:
- Support the Compliance SSU team,
- Controls and monitoring,
- Projects support,
- Suitability framework: governance and adequacy of products/services to the customers,
- Prevention of Market Abuse: employees transactions,
- Follow up on conditions set by local Supervisors, External and Internal auditors,
- SSU policies and procedures,
- Training for the sales force.
- Bachelor degree in economics, finance or related experience,
- Previous experience in the Banking industry within compliance (monitoring and transactions)
- Previous experience in the Operations department or in Financial Products related areas and understanding of security related processes,
- Previous experience in Market Abuse is highly desirable,
- Good multi-tasking and organizational skills to manage outstanding issues until resolution,
- Strong follow-up skills,
- Good knowledge of the different investment products,
- Good command of Excel, Access, Word and PowerPoint (presentations),
- English and French fluent, Spanish or Portuguese as a plus,
- Swiss residency,
- Availability immediate or ASAP,
Job Features
| Job Category | Bank / Finance |
For one of our clients, a private bank in Geneva, we are currently looking for a Senior HR Administration Specialist with Spanish, English and French to reinforce the existing team.
Working together as a team in a multicultural environment, your focus will be around employee lifecycle in Switzerland (>250 employees) and HR procedures across the business.
Responsibilities :
- Ensure full employee lifecycle management (onboarding, permit management, relocation, offboarding interviews and all other HR administrative duties),
- Serve as a point of contact for HR-related queries from employees and managers, providing guidance and support as needed,
- Maintain accurate HR database and up-to-date employee records, maintaining the integrity and confidentiality of human resource files and records,
- Provide clerical support and daily reporting for the HR department, preparing contractual documents, work certificates and other HR documents,
- Follow-up time and absence management,
- Participate in the HR communication plan and assist with planning and execution of special events such as organization-wide meetings, HR and Employee engagement events,,
- Provide support in on-going HR local and global projects.
- Proven work experience of 5 years HR Administrative Assistant (senior level) or relevant role in Switzerland,
- Previous HR experience in banking is highly desirable but not mandatory,
- Certification in Human Resources or relevant field desirable,
- Thorough knowledge of Swiss labor laws,
- Fluent in Spanish, English and French,
- Impeccable MS Office skills (ability to create Excel Pivots and Vlookup, Powerpoint presentations and animations) and HR Information systems (Workday an asset),
- Excellent organizational skills and sense of priorities,
- Strong communication and interpersonal skills, with the ability to handle sensitive information discreetly,
- Swiss residency is a must have.
Job Features
| Job Category | Bank / Finance |
For one of our clients, a Private Bank in Geneva, we are looking for a Technical Architect-Legal reporting to join the department in charge of designing and integrating software applications ranging from portfolio management systems and trading platforms to banking and corporate solutions. The division is responsible for some of the Group’s key innovations as well as sustaining business operations and developing custodian and fund administration services.
Responsibilities:
The Technical Architect will carry out technical analyses, provide operational support and monitor developments within the framework of the various development and maintenance projects placed under the responsibility of the domain Legal Reporting.
- Designing and offering high-performance IT solutions at the best price, in close collaboration with the development teams and information system architects
- Ensuring the technical design of implementations
- Coordinating the developments of technical teams based in Geneva and Luxembourg, following best practices and Agile values (Scrum)
- Participating in the developments
- Providing assistance, documenting and analysing production incidents and 3rd level support requests
- Ensuring the application of best development and industry practices defined by the market and by the Bank
- Drafting and communicating technical specifications, contributing to the various product backlogs
- University degree in Computer Science or training deemed equivalent
- At least three years’ experience as a technical lead in the field of banking IT
- PL-SQL language and database access tools expertise required
- Data pipeline development experience a plus
- Good knowledge of Agile principles with (ideally) experience of practicing Scrum
- Fundamental understanding of financial products, accounting and/or banking business
- Team spirit and analytical skills within the framework of a complex IT architecture; rigor and autonomy
- Stress resistant and ability to prioritise
- Fluency in French and English (both spoken and written)
- Must be a resident of Switzerland
Job Features
| Job Category | Bank / Finance |
For one of our clients, a Private Bank in Geneva, we are looking for a Credit Project Specialist – Private Banking to support the organization´s long-term strategic IT project, the upgrade of the core banking system.
The candidate will work from within the credit department, which provides lombard financing to private banking clients and monitors their compliance with collateral levels and credit limits. Integrating into the existing team, they will act as a subject matter expert for credit processes and procedures and represent the credit function in the bank-wide IT implementation project.
When not involved in project duties, the person will support the daily business of the department in a credit officer role, such as controlling risky exposures, managing pledges and collateral value, and risk reporting.
Responsibilities :
- Gather and organize information about existing processes, procedures and business requirements in the credit department.
- Compare the functionalities in the existing core system release with the ones available in the new release and identify gaps and opportunities.
- Participate as subject matter expert in the design, development, testing and implementation of the key credit risk functionalities in the new Core Banking System (T24, R22)
- Closely liaise and coordinate with the PMO, IT developers, project consultants, both inside and outside of working group meetings.
- Plan, coordinate and perform the Credit UAT.
- Acting as a back-up credit officer of the rest of the team in the BAU tasks: evaluating collateral, assigning pledges, detecting customers in breach of limits, extracting portfolio reports, validating day-to-day banking transactions blocked.
- University degree, preferably in Finance / Economics (or equivalent credit risk experience in banking).
- Certificates related to professional activity are an asset.
- Minimum 3-5 years related experience in credit risk / middle office, ideally in lombard lending.
- Experience in change management, business process development, UAT.
- Good understanding of credit products, financial instruments and the banking business.
- Capacity to work independently on specific tasks and with a strong eye for detail.
- Strong problem-solving, project execution and communication abilities.
- Strong financial and non-financial analytical skills. Proficiency in Microsoft Excel.
- Fluent in English and Spanish, with French being an asset.
- Ability to multi-task, prioritize activities and meet deadlines.
- Possess a strong work ethic and willingness to assume responsibility for problem resolution.
- Swiss residency is a must have
Job Features
| Job Category | Bank / Finance |
For one of our clients, a Private Bank in Geneva, we are looking for a Credit Officer to join the lombard lending department, which provides secured financing to private banking clients and monitors their compliance with collateral levels and credit limits.
Integrating into the existing team, the successful candidate will be responsible for evaluating new credit proposals, controlling risky exposures at client level, managing pledges and collateral, and participating in IT projects.
This is a 12 months temporary mission running from January to end of December 2024.
Responsibilities :
- Analysis of credit proposals and preparation of documentation, working closely with the commercial function (front office)
- Detecting customers that are in breach of limits and managing these cases together with the front office
- Participating as a Subject Matter Expert in the design and testing of the credit risk functionalities in the new Core Banking System (T24, R22)
- Validating day-to-day banking transactions blocked for credit reasons and processing credit transactions in the core banking system
- University degree, preferably in Finance / Economics (or equivalent credit risk experience in banking)
- 3-5 years related experience in credit operations / credit risk management, ideally in a lombard lending role
- Good understanding of private banking needs for credit products including understanding of various financial instruments and markets
- Strong financial and non-financial analytical skills.
- Proficiency in Microsoft Excel
- Fluent in English and Spanish, French fluency will be a strong asset
- Capacity to work independently on specific tasks and with a strong eye for detail
- Ability to multi-task, prioritize activities and meet deadlines
- Possess a strong work ethic and willingness to assume responsibility for problem resolution
- Swiss residency is a must have
Job Features
| Job Category | Bank / Finance |
For one of our clients, a Swiss Private Bank in Geneva, we are recruiting a Carried Interest Specialist to support the Global Head of Rewards, within the HR Department.
In this role, the successful candidate will be contributing to the design of carried interest and similar plans and be responsible for implementing and administering these plans. The applicant will also be tasked with coordinating and administering existing plans including managing onboarding and termination processes. Last but not least, the new recrue will also have to provide regular updates to senior management on carry valuations and projected cash flows.
Responsibilities
- Design and develop carried interest and similar plans, taking into account the tax and legal constraints of the different countries in which we operate (with a focus on Europe, Switzerland and the United Kingdom).
- Establish a coherent approach across the Group regarding core principles and rules, e.g. sharing ratios, vesting schedules, leaver provisions, etc.
- Managing ongoing carried interest and similar plans across various strategies (direct and multi- manager, private equity, private debt and private real estate).
- Provide support and documentation to existing staff, new joiners, candidates and leavers.
- Monitor market trends and regulatory, tax and legal developments that may impact the design and set-up of the carried interest and similar plans.
- Work closely with the investment teams, HR, Finance, Legal and Operations to implement up-to-date processes and provide relevant information across the company.
- Manage the investment teams’ commitments into their funds and the imlementation of any change in fund allocation in the course of the funds’ lives.
- Design and manage legal and operational distribution waterfalls within our private asset products and solutions.
- Maintain an information depository and provide ad hoc project support as required.
- University degree in Finance or Accounting; a tax/law background would be a plus.
- At least 5 years’ experience in a similar role in a private asset boutique; Big 4 experience would be an asset.
- Experience in designing, structuring and implementing private asset distribution waterfalls as well as carried interest and performance fee plans within a global fund.
- In-depth understanding of fund structures and performance calculation of private assets funds (private equity, real estate, private debt), in particular structuring and implementing distribution waterfalls.
- Experience of working directly with investment or fund-structuring teams, with in-house exposure to finance, operations, compensation or accounting teams.
- A problem-solving mindset with the ability to prioritise and oversee several tasks at once.
- A self-starter able to work with a high level of autonomy across a global team.
- Written and oral fluency in English; French is required (C1 level).
- Based in Geneva, or willing to relocate.
Job Features
| Job Category | Bank / Finance |
For one of our clients, a Swiss Private Bank in Geneva, we are looking for several Operations Officers, with expertise in the areas of Private Equity, Alternatives or Funds.
Responsibilities
- Execution and accounting of subscriptions and redemptions of investment funds
- Input and monitoring of security trades and derivatives
- Transfers of securities
- Mandatory and elective corporate actions
- Security Masterfile management
- Regulatory and fiscal reporting
- Inward and outward payments
- Bank placements
- Swifts verification
- Credit cards billing
- Monitoring of transactions and pending files
- Reconciliation of cash and securities differences
- Contact with front office, internal departments and bank counterparties
- Previous experience in Operations departments required;
- Languages: French & English mandatory, Spanish an asset;
- Problem solving approach oriented and customer focused;
- Very good interpersonal skills and diplomacy;
- Teamwork and team spirit focused including flexibility and personal initiative;
- Very good computer skills
- Adaptable, team player with a ‘can-do’ attitude and clear motivation
- Swiss residency is a must have
Job Features
| Job Category | Bank / Finance |
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)
- 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.)
Job Features
| Job Category | Bank / Finance |
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
- 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
Job Features
| Job Category | Bank / Finance |
For one of our client, a well known financial services company, we a looking for an Executive Assistant to provide an ExCo member and Head of department and on a limited basis other members of the department's team with proactive and discreet assistance in going about their day-to-day tasks. This temporary assignment will last between 6 and 12 months.
Responsibilities:
- Managing the Head of department’s complex professional and personal schedule and making arrangements for his frequent international business trips (check-ins, flight and hotel bookings, visa applications, etc.).
- Taking telephone calls and managing requests from different people inside and outside of the Group.
- Organising and preparing documentation for internal and external meetings.
- Managing mails in French and English.
- Managing expenses, invoices and other private related items.
- Providing administrative support for the department's team (booking rooms and arranging business lunches, organising conference calls, etc.).
- Helping organise team offsites and client events.
- Helping arrange logistics for regular team meetings, in particular as the teams are located at several Group offices around Europe.
- Minimum five years’ experience as an executive assistant for a family office, asset management firm, bank or relevant financial services company.
- Excellent command of common IT applications (MS Office), especially PowerPoint and Excel.
- Excellent communication and customer service skills.
- Outstanding organisational skills and highly resourceful.
- Native level in English and perfect command of French, both written and spoken; an additional European language would be a plus.
- Excellent understanding of the Swiss culture.
- Must be resident in Switzerland.
- Available immediately or on short notice.
Job Features
| Job Category | Bank / Finance |
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.
- 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.
Job Features
| Job Category | Bank / Finance |
For one of our client, a Tier 1 Alternative Investment firm, we are looking to hire an Investment and Product Content Writer to complement its team of nine professionals split between Geneva, Zurich and London. The team is responsible for the development of products as well as for the marketing and communication related to its product offering.
Responsibilities:
- Researching, creating and editing insightful and distinctive investment content.
- Developing thought leadership articles, investment updates and key messaging.
- Building strong relationships with investment teams and subject-matter experts to ensure that knowledge is up to date.
- Working with Sales and Marketing teams to develop creative, effective, and client-led content.
- Developing and repurposing content for multiple channels, including digital.
- Ensuring that a consistent editorial standard is applied across all communications.
- At least five years’ experience as a financial journalist or investment writer (ideally for an alternative asset manager).
- Excellent writing, editing and communication skills in English; knowledge of French would be a plus.
- Ability to conduct research and generate content ideas.
- Strong background in financial markets, private equity and real estate in particular.
- Self-starter and team-player who works collaboratively to secure team success.
- The role may either be in Switzerland or in the UK. If the chosen candidate chooses to work in Switzerland, they must be resident in Switzerland or willing to relocate.
Job Features
| Job Category | Bank / Finance |
