Securities Transfer Leader - Risk & Operations

UBP - Union Bancaire Privée; Genf; Vor Ort; CHF 100.000 - 150.000; Vollzeit

Zusammenfassung

UBP in Geneva seeks an experienced professional to oversee securities transfer processing, including handling changes across asset types and private equities. You will lead a team, ensure timely and accurate processing, and maintain strong client service standards.

Fluent in French and English, you will monitor risk, collaborate with bank divisions to stay compliant with regulations, and drive issue resolution with a proactive mindset.

Qualifikationen

• Bachelor’s degree required.
• Fluent in French and English.
• Strong client service ethic and proactive approach.
• Ability to manage deadlines in a high-risk environment.
• Excellent analytical and problem-solving skills.

Aufgaben

• Analyze received information: custodians' swifts, prospectus, contract notes, and financial providers (Bloomberg, Telekurs).
• Control reconciliation of holdings and entitlement determinations.
• Manage securities transfer instructions from Wealth Management and external parties (IN/OUT/Internal).
• Oversee deposit transmissions to correspondents and transfer agents; ensure safe delivery and acceptance.
• Monitor lifecycle of securities transfer activities and resolve issues promptly.

Kenntnisse

Problem-Action-Results mindset

Proactive attitude

Client service ethic

Quality standards

Organized

Analytical skills

Ausbildung

Bachelor’s degree

Tools

Bloomberg

Telekurs

Jobbeschreibung

UBP in Geneva seeks an experienced professional to oversee securities transfer processing, including handling changes across asset types and private equities. You will lead a team, ensure timely and accurate processing, and maintain strong client service standards.

Fluent in French and English, you will monitor risk, collaborate with bank divisions to stay compliant with regulations, and drive issue resolution with a proactive mindset.