Internal Client Adoption Team Officer

  • Type de contrat Fixe et Temporaire - Permanent
  • Lieu
    GENEVE
  • Référence 100344-96-1
  • Date d'entrée ASAP
  • Secteur Banque & Assurance
  • Date de publication 04.05.2021
  • Postuler

For our client, a private bank based in Geneva, we are looking for an Internal Client Adoption Team Officer

Internal Client Adoption Team Officer

Votre mission

* Member of the internal Client Adoption Team, supporting Wealth Management businesses
* Support the Front Office on the new client adoption and account maintenance activities (participation in regular meetings with Front Office and other support functions to deliver support for complex account structures, advice on exceptions and special situations, verification of legal documentation and regulatory / requirements, etc.)
* Administration (input and update) of client data and respective account codification in systems
* Participate in the continuous assessment and recommend actions to improve the client onboarding process and iCAT operation model
* Track account opening and maintenance process and proactively follow-up across Front Office teams on progress and propose assistance in resolution of related issues
* Produce regular reporting on account opening process, define and track improvement actions
* Participate in the periodic projects with the objective to share the expertise and contribute to the new process efficiency
* Take on further responsibilities depending on personal job development and the evolution and needs of the internal Client Adoption Team

Votre profil

* At least 5 years of Financial Services experience in similar role including new client adoption and account maintenance (Compliance experience on the top is a plus)
* Working knowledge of the Bank's products and services as well as a firm understanding of the regulations, policies and procedures
* Working experience in the area requiring proactive coordination within operating areas throughout the Bank
* Working knowledge of Avaloq and Appway is a plus
* Knowledge of CRS and FATCA regulation is a plus

Compétences requises

* Good knowledge of client documentation and regulations in Swiss banking
* Good problem-solving skills, multitasking, attention to detail and accuracy
* Strong teamwork and organisational skills, ability to work under strict deadlines
* Excellent level of English (min. Advanced level, oral and written) and French / German an asset
* Strong customer relationship, communication and presentation skills
* Ability to quickly access and utilize the full range of computerized account and product information systems within the Bank's applications
* Positive and dynamic approach to work

Vous reconnaissez-vous ?

If you are interested, please send me your full application (CV in english, work certificates and diplomas) !

A propos de Manpower
En Suisse, Manpower est fort d’une expérience de plus de cinquante-cinq ans dans le recrutement, la sélection et le placement de personnel fixe et temporaire, ainsi que dans les solutions RH. Avec 50 agences présentes dans toutes les régions linguistiques, 20 000 collaborateurs temporaires, 1500 placements fixes et plus de 5000 clients – petites, moyennes et grandes entreprises – actifs dans tous les secteurs d’activité, Manpower est l’un des leaders du placement de personnel en Suisse.
 
Nos 3 promesses
« Nous aimons ce que nous faisons. Cette passion qui nous porte et nous motive vous donne les meilleures chances de placement. »
« Nous apprécions les gens avec qui nous travaillons. Vous, par exemple. C’est pourquoi nous fondons notre collaboration sur la confiance. »
« Nous assumons nos responsabilités. Pour vous, cela signifie sécurité et perspectives intéressantes. »
 
 

Je veux ce poste

Votre conseiller Manpower
Bastien Duraffourg

Genève Finance & Administration, Marketing & Commercial, Banque & Assurance
Esplanade de Pont Rouge 2
1212 Grand-Lancy

T: +41 58 307 21 20



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