For one of our clients, a leading Trust Company based in Geneva, we are looking for a

SENIOR RELATIONSHIP MANAGER

Job description

• Manage and develop long-term relationships with a portfolio of high-net-worth clients, providing tailored trust and fiduciary services
• Act as the primary point of contact for clients and oversee the administration of complex structures
• Liaise with external advisors, including lawyers, tax advisors, investment managers and other professional intermediaries
• Participate in client and prospect meetings and contribute to the establishment of new trust and corporate structures
• Handle the day-to-day administration of trusts, companies and other entities, including incorporations, liquidations and the creation or termination of trusts
• Prepare corporate documentation, minutes, memoranda and documentation relating to specific transactions
• Manage the onboarding of new clients and ensure that all required KYC and CDD documentation is complete and compliant with internal procedures
• Coordinate bank account openings and maintain strong relationships with banks and other external partners
• Ensure that client structures and transactions comply with applicable governance, risk and compliance requirements
• Identify and escalate potential risks or risk trends to Senior Management when required
• Supervise and support junior team members, providing guidance on client matters and day-to-day activities
• Contribute to maintaining a high standard of client service across the portfolio

Required profile

• Solid experience in a Trust Officer / Relationship Manager position within a trust company, fiduciary or similar international environment
• Strong knowledge of trusts, companies and complex wealth structures
• Proven experience managing a portfolio of international private clients
• Good understanding of KYC, CDD, compliance and risk requirements applicable to trust and fiduciary activities
• Experience in the incorporation, administration and liquidation of corporate and trust structures
• Strong client relationship management skills and ability to interact confidently with HNW clients and professional advisors
• Ability to manage complex matters independently and take ownership of client relationships
• Previous experience supervising or mentoring junior team members is an advantage
• Excellent organisational skills, attention to detail and ability to manage multiple priorities
• Proactive, reliable and service-oriented personality
• Excellent communication and interpersonal skills
• Fluent English; additional languages are an asset

All files will be treated with the utmost confidentiality.

Pour l’un de nos clients, une société de gestion indépendante basée à Genève, nous recherchons un(e) :

OFFICE MANAGER – 100%

Description du poste

• Gérer les tâches administratives et organisationnelles quotidiennes d’une structure à taille humaine.
• Assurer la facturation, le suivi des tableaux Excel et divers reportings.
• Coordonner les relations avec les banques dépositaires et les prestataires externes.
• Rédiger et mettre en forme des documents avec une excellente qualité d’orthographe et de style.
• Gérer le courrier, les appels téléphoniques et l’accueil.
• Participer à la bonne organisation interne du bureau et veiller au respect des procédures.
• Garantir un environnement de travail professionnel, ordonné et conforme aux attentes de la direction.

Profil recherché

• Expérience confirmée dans une fonction similaire, idéalement au sein d’une petite structure de gestion d’actifs ou de services financiers.
• Excellente maîtrise du français (écrit et oral) avec une orthographe irréprochable.
• Très bonne connaissance d’Excel (facturation, suivi, tableaux de bord).
• Niveau d’anglais minimum B2.
• Fiabilité, rigueur, ponctualité et sens aigu de l’organisation.
• Personnalité stable, proactive et discrète.
• Présentation soignée et excellente aisance relationnelle.

Nous garantissons une discrétion absolue dans l’étude des dossiers de candidature qui nous sont soumis.

Pour l’un de nos clients, une société fiduciaire basée à Genève, nous recherchons un(e) :

GESTIONNAIRE DE SALAIRES & ADMINISTRATION RH À 80-100%

Description du poste

• Gestion complète du cycle de paies pour un portefeuille multi-mandats
• Établissement des fiches de salaire mensuelles
• Gestion des déclarations sociales (AVS, LPP, LAA, IJM, etc.)
• Gestion des entrées et sorties (contrats, affiliations, certificats, etc.)
• Suivi des absences, maladies et accidents
• Support RH de premier niveau pour les clients
• Gestion administrative RH dans un environnement multi-clients

Profil recherché

• Minimum 3 ans d’expérience en fiduciaire en Suisse
• Bonnes connaissances des assurances sociales suisses
• Expérience dans la gestion des dossiers de frontaliers (demande de permis, ADI, impôt à la source, télétravail)
• Français langue maternelle, anglais un atout
• Aisance avec les outils informatiques, connaissance de Crésus un plus
• Certificat HRSE ou formation équivalente un atout

Nous garantissons une discrétion absolue dans l’étude des dossiers de candidature qui nous sont soumis.

For one of our clients, a financial institution based in Geneva, we are looking for a:

CENTRAL FILE OFFICER

Job description

• Process and maintain client data within the banking systems, including the set-up and configuration of new accounts
• Review client documentation and perform due diligence checks to ensure the completeness and accuracy of client files
• Prepare and maintain client-related reports, including KYC data and documentation
• Handle administrative matters related to current accounts, portfolios, pricing and management mandates
• Process account closures and manage blocked accounts
• Verify and certify client signatures in accordance with internal procedures
• Manage and maintain e-banking access
• Ensure the proper filing, archiving and electronic maintenance of client documentation
• Process and scan account opening files, transfer instructions, correspondence and EAM-related documentation
• Ensure that client files and data remain complete and up to date
• Contribute to the continuous improvement and optimisation of internal processes

Required profile

• 2 to 4 years of experience in a similar position within a Swiss bank
• Good knowledge of banking and account-opening documentation
• Good understanding of the Swiss and international regulatory framework
• Strong interest in technology and ease in working with different IT and banking systems
• Good command of MS Office applications
• Strong analytical skills and willingness to learn
• Rigorous, precise and well-organised approach to work
• Flexible, versatile and able to manage different tasks and priorities
• High level of discretion and confidentiality
• Fluent in French and English; any additional language is an asset
• Swiss domiciliation required

All files will be treated with the utmost confidentiality.

Pour l’un de nos clients, une banque basée à Genève, nous recherchons un(e) :

ADVISOR CROSS ASSETS

Description du poste

• Apporter une expertise approfondie des marchés financiers et de l’allocation d’actifs afin d’accompagner une clientèle privée dans ses décisions d’investissement
• Élaborer des recommandations d’investissement personnalisées et adaptées aux objectifs, au profil de risque et aux portefeuilles des clients
• Assurer un suivi régulier des portefeuilles et identifier les opportunités d’investissement sur différentes classes d’actifs
• Accompagner les Relationship Managers dans le développement et la fidélisation de leur clientèle en leur apportant un support d’investissement à forte valeur ajoutée
• Interagir directement avec les clients sur les sujets liés aux marchés financiers, à l’allocation d’actifs et aux stratégies d’investissement
• Couvrir un large univers d’investissement incluant notamment les actions, obligations, fonds et ETF, produits structurés, dérivés et devises
• Contribuer à l’amélioration continue de la qualité et de la pertinence des recommandations d’investissement
• Participer activement à l’évolution des méthodes de travail et des processus de l’équipe Advisory
• Contribuer à l’optimisation et à l’automatisation de certains processus internes grâce à une approche analytique et technique

Profil recherché

• 5 à 10 ans d’expérience en Investment Advisory, idéalement dans un environnement bancaire international orienté clientèle
• Excellente connaissance des marchés financiers et solide maîtrise de l’allocation d’actifs
• Expertise cross-asset couvrant notamment les actions, obligations, fonds/ETF, produits structurés, dérivés et FX
• Capacité à formuler et présenter des recommandations d’investissement pertinentes et adaptées aux besoins des clients
• Forte orientation client et excellentes capacités de communication et de présentation
• Très bonnes capacités d’analyse, esprit critique et aptitude à synthétiser des problématiques d’investissement complexes
• Maîtrise de Bloomberg et des outils MS Office, notamment Excel et PowerPoint
• Connaissance de Python, un atout
• Certification CWMA ou équivalente souhaitée ; CFA ou CIIA constitue également un atout
• Autonomie, rigueur, proactivité et capacité à évoluer dans un environnement exigeant
• Français et anglais courants indispensables

Nous garantissons une discrétion absolue dans l’étude des dossiers de candidature qui nous sont soumis.

For one of our clients, a private bank based in Geneva, we are looking for a:

CREDIT OFFICER - CDD 6 mois

Job description

• Manage the full lifecycle of complex Lombard lending transactions in close collaboration with Front Office teams
• Assess and structure bespoke credit facilities, preparing recommendations for the relevant approval committees
• Monitor collateral coverage, Loan-to-Value ratios and margin requirements, particularly for leveraged and derivative-backed financing
• Review and manage high-risk credit exposures while ensuring compliance with internal risk policies
• Validate loan drawdowns, cash movements and securities transfers related to credit facilities
• Perform operational credit activities, including data maintenance, reconciliations and documentation follow-up
• Support the processing of credit card applications, bank guarantees and other credit-related requests
• Act as a key business partner to Relationship Managers by providing expertise on credit structuring, exception handling and collateral management
• Work closely with Credit, Trading and Asset Management teams to ensure efficient execution of transactions
• Contribute to process improvements and help strengthen the overall credit risk framework
• Prepare management reports, KPIs and dashboards to support internal monitoring and decision-making

Required profile

• Minimum 5 years of experience in Lombard lending and complex credit management within a private banking environment
• Solid expertise in derivatives, OTC products and structured credit transactions
• Strong understanding of financial markets, investment products and credit risk management
• Experience assessing collateral and monitoring leveraged financing structures
• Excellent analytical, communication and presentation skills
• Advanced proficiency in Microsoft Excel
• Ability to work autonomously while collaborating effectively with multiple stakeholders
• Proactive, solution-oriented and detail-oriented mindset
• Fluent in French and English, both written and spoken

All files will be treated with the utmost confidentiality.

For one of our clients, a well established Trust Company based in Geneva, we are looking for a:

COMPLIANCE OFFICER (80-100%) - Trust Company

Job description

• Support the Compliance function in the day-to-day management of regulatory and risk-related matters
• Conduct KYC, Enhanced Due Diligence (EDD) and Sanctions reviews, ensuring files remain accurate and up to date
• Perform periodic client reviews, ongoing monitoring and risk assessments in accordance with internal policies
• Review the onboarding of legal structures, including trusts, foundations and multi-jurisdictional corporate structures
• Monitor client transactions and investigate unusual activity where appropriate
• Screen clients against sanctions and adverse media databases, assessing and documenting potential matches
• Maintain and update client information within internal compliance systems and databases
• Assist in the management of PEP records and other regulatory registers
• Provide compliance guidance to internal stakeholders and escalate risk matters when necessary
• Contribute to the preparation of internal compliance reports and regulatory documentation
• Support regulatory reporting, including MROS/SAR-related matters where required
• Participate in the development of internal compliance procedures and deliver regulatory awareness sessions to employees
• Monitor regulatory developments and contribute to the continuous enhancement of the compliance framework

Required profile

• University degree in Law, Finance, Business Administration or a related field
• Previous experience in a Compliance role within a Trust Company, Fiduciary, Private Bank or financial institution in Switzerland
• Solid knowledge of Swiss AML/KYC regulations and compliance best practices
• Experience reviewing complex legal structures, including trusts and foundations
• Strong analytical skills with excellent attention to detail
• Ability to work independently while collaborating effectively with internal stakeholders
• Proactive, organised and solution-oriented mindset
• High level of integrity, discretion and professionalism
• Fluent in English; French is a strong asset

All files will be treated with the utmost confidentiality.

PORTFOLIO MANAGER

Job description

• Work together with the Head of Portfolio Management to develop and deploy multi-assets investment strategies to support Multi Asset Solutions activities
• Define with the investment team the tactical portfolio, adjusting it based on the evolution of market conditions, return requirements and investmetn opportunities
• Monitor asset allocation of clients and propose investments according to their risk profiles, their objectives and their constraints
• Participate in the development and the portfolio management implementation of the multi-asset allocation process across traditional and alternative assets
• Support to the Wealth Management team

Profile required

• Master in Finance or Economics
• Financial and Economic background
• Experience of 5-7 years in Asset Management industry
• Established experience in discretionary portfolio management
• Advance knowledge of capital markets, asset allocation and portfolio optimization
• Good communication and presentations skills in order to be able to articulate sophisticated investment concepts