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 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 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.