Business Manager - Temporary position 8 months -

at  UNION BANCAIRE PRIVE UBP SA

DESCRIPTION

Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Eastern Europe, Latin America and Asia. We provide a complete range of private banking products and services, including a variety of investment management and advisory mandates, tailored to our clients’s specific requirements, objectives and risk profiles. Among UBP professional partners, over 300 independent asset managers have chosen us as their custodian bank, valuing our personalised, flexible services and our transparent fee structure.

EDUCATION

• Education: Master Degree
• Technical skills: Excel

EXPERIENCE

• Years of experience: 3-7 : intermediate
• Experience required: are at ease in a banking environment with regard to its terminology and functions
• Experience in private banking: Optional

PERSONAL SKILLS

• Swiss resident: Mandatory
• can work independently in an organized/methodological manner
• can manage several non-related topics during the day (flexible)
• are a team player with a “customer” focus
• speak at least 2 languages one of which is EnglishBack to list Apply online

KRI / Controls
Perform First Line of Defense Controls as per the Business Monitoring’s MFCs in particular the outflow control as well as EAM controls.
Escalate issues identified during controls
Monitor and follow up on WM’s Banking KRIs by relying on control functions (Risk, Compliance and Legal) and extractions from the system
Action plans / Processes
Monitor ad hoc action plans linked to operational risks
Follow up with the FO on pending issues related to specific (regulatory) action plans
Create informative communications on various risk/regulatory/remediation topics for the FO
Support the FO regarding communications sent, issues to be remediated and any other subject that might arise
Present ideas/proposals for improvements in existing procedures, directives, reporting and processes
Reporting
Create and update reports on the status of remediations, controls findings, and other specific action plans for the Bank’s Committees and WM Senior Management