Cross-Border Compliance & Wealth Management Specialist

Union Bancaire Privée; Genf; Hybrid; CHF 110.000 - 140.000; Vollzeit

Zusammenfassung

Union Bancaire Privée is seeking a WM Cross-Border Specialist for a 9-month contract in Geneva. You will support the cross-border regulatory framework across WM functions, maintaining manuals, training front-office staff, and strengthening control processes.

The role requires a Bachelor's degree, 3+ years in cross-border management at a Swiss private bank, and fluency in French and English. Strong MS Office and BI tooling skills are needed, with a proactive, analytical mindset.

Qualifikationen

• Bachelor's degree in finance, banking, or related field.
• 3+ years of cross-border management experience in a Swiss private bank.
• Proficiency in regulatory matters for WM in Switzerland (FinSA).
• Excellent MS Office skills including Excel and PowerPoint.
• Fluent in French and English; additional languages a plus.

Aufgaben

• Ensure full availability of country manuals and e-learnings according to markets covered by WM & Asset Management activities.
• Ensure timely completion of trainings by WM Front Office.
• Coordinate trainings with Learning & Development team.
• Manage the relationship with the external Country Manuals provider.
• Ensure adaptation of provider’s manuals to Bank’s Risk Appetite and strategy.
• Maintain and develop the Cross Border’s control framework in line with the overall control framework (investment and banking services restrictions, sanctions, etc).
• Maintain and develop the MIS and reporting around Cross Border control framework and activities.
• Develop and perform control activities around Cross Border framework (thematic reviews, business trips, investments, conduct…).
• Any other task required by Management in the context of the employee’s main mission

Kenntnisse

Analytical skills

Organizational skills

Research skills

Team player

Goal oriented

Ausbildung

Bachelor's Degree

Tools

Power BI

SQL

Power Query

Business Objects

MS Office

Jobbeschreibung

Union Bancaire Privée is seeking a WM Cross-Border Specialist for a 9-month contract in Geneva. You will support the cross-border regulatory framework across WM functions, maintaining manuals, training front-office staff, and strengthening control processes.

The role requires a Bachelor's degree, 3+ years in cross-border management at a Swiss private bank, and fluency in French and English. Strong MS Office and BI tooling skills are needed, with a proactive, analytical mindset.