WM Cross-Border Specialist (9 months contract)

Union Bancaire Privée; Genf; On-site; CHF 110,000 - 140,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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

Skills

Analytical skills

Organizational skills

Research skills

Team player

Goal oriented

Education

Bachelor's Degree

Tools

Power BI

SQL

Power Query

Business Objects

MS Office

Job description

WM Cross-Border Specialist (9 months contract)

Job Info

• Job Identification 682
• Job Category WEALTH MANAGEMENT
• Degree Level Bachelor's Degree
• Job Schedule Full time
• Contract Type Temporary

Job Description

Mission

The Business Monitoring team is one of the most transversal activities within Wealth Management (WM). In this team, your role will be to bring support and expertise to WM function in all aspects relating to cross border regulatory framework.

Main responsibilities

• Ensure full availability of country manuals and e-learnings according to markets covered by the Wealth Management & Asset Management activities
• Ensure timely completion of trainings by WM Front Office
• Coordinate trainings with the support of Learning & Development team
• Manage the relationship with the external Country Manuals provider
• Ensure appropriate adaptation of provider’s manuals to the Bank’s Risk Appetite and strategy
• Maintain and develop the Cross Border’s control framework in adequation 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

Your Profile

• Degree in a related field (bachelor in Finance, banking apprenticeship, CYP, banking internship or similar)
• High proficiency in MS Office including Excel & Powerpoint
• Knowledge in Power BI, SQL, Power Query, Business Object are a plus
• Minimum 3 years of experience in Cross Border management in a Swiss Private Bank
• Proficiency in Compliance and Regulatory matters surrounding WM business in Switzerland (FinSA)
• Strong analytical, organizational and research skills as well as curious & open mindset, flexibility, team-player and goal oriented
• Fluent in French and English. Any additional language is a plus

Others

• Swiss Residence

Core Competencies : Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility - Compliance with regulations and internal directives