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Office: Geneva
Start Date: 02.06.2024
Working hours: 100%
Type of Contract: Permanent

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Description

The COO division encompasses several departments supporting the client-facing teams, with a global presence covering a multitude of activities and client services including Operations, Finance & Tax, Information Technology, Credit, Human Resources, Security & Data Governance, Programme Management and General Services. It strives to provide both in-house departments and external providers with a first-rate service to ensure our business operates efficiently.

Mission

Set-up, amend and manage client Fees exceptions. Implement new Tarification models and migrate existing clients.

Main responsibilities

Main duties

Set-up, amend and manage client Fees exceptions based on RM's requests
Perform appropriate 4 eyes validation of requests performed by other members
Perform appropriate follow-ups on outstanding fee setups or requests
Create and maintain fee exception templates
Manage and follow-up on daily, weekly and monthly reports
Manage and follow-up on quarterly billing tasks, including but not limited to use cases and manual billing exceptions
Manage the accruals calculation, booking and invoicing for externally booked clients or similar
Take part in the bank's repricing initiatives and other projects impacting the Tariff team.

Core competencies

Think in 'Problem-Action-Results' terms / Think "outside the box" / Walk the extra mile / Be proactive and driven / Show strong client service ethic / Build lasting client relationships
Seek opportunities to improve quality in all features of the work environment

Specific Competencies

Ability to suggest and/or lead process improvements, within the Tariff space and across other departments whose activity impact the Tariff team.
Ability to organize the urgencies and anticipate events
Reaction and decision-making ability in face of unforeseen circumstances
Ability to review existing control framework to identify procedural loopholes or enhancement opportunities. Be able to raise concerns and propose mitigations or enhancement solutions.
Ability to expose constraints and opportunities
Ability to change, be flexible and manage time effectively

Other Skills/Abilities

At ease with numbers
At ease with Microsoft Office applications (such as Microsoft Excel)
Curious and pay attention to details
Knowledgeable in Finance, specifically on the trading and custody chains. Basic financial products knowledge required.

Education

Education: High School/ Maturité / Baccalauréat
Technical skills: At ease with Microsoft Office Software especially Excel

Experience

Years of experience: 3-7 : intermediate
Experience required: Knowledgeable in Finance, specifically on the trading and custody chains. Basic financial products knowledge required.
Experience in private banking: Optional

Language

French: Fluent
English: Fluent
German: (A plus)

OTHER

Swiss resident: Optional

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e-Recruitment Portal – Guidelines for handling personal data supplied by applicants

This online recruitment system (hereinafter, ‘e-Recruitment Portal’ or ‘Portal’) is used by the Geneva headquarters of Union Bancaire Privée, UBP SA (hereinafter, ‘UBP’) in accordance with Swiss law, in particular with regard to data protection, and with the principles below. The e-Recruitment Portal allows any person (hereinafter, ‘Applicant’), excluding recruitment consultants and headhunters, to submit either an application for a vacancy listed on the Portal or an unsolicited application.

UBP guarantees the confidential handling of any personal data received via the e-Recruitment Portal, such as names, addresses and other information relating to the Applicant’s identity and professional history (hereinafter, ‘Personal Data’). The Personal Data are securely saved and stored in-house and can be accessed only by those people dealing with the application. In sending their Personal Data via the e-Recruitment Portal, the Applicant accepts the inherent risks of transmitting data over the Internet, which cannot guarantee the data’s absolute protection and security. In sending their Personal Data to us, the Applicant consents to the use of this data by UBP and/or any affiliate of UBP Group (hereinafter, ‘UBP Group’) as part of the recruitment process, in particular by the human resources departments involved in assessing and following up the application. Should the vacant position be located outside Switzerland or should the Applicant’s profile be of interest to one of UBP Group’s entities abroad, the Applicant agrees in advance that their Personal Data may be transmitted to the entity in question. Moreover, they accept that the law applicable to that entity may not offer legal safeguards equivalent to those of Swiss law, as regards data protection and employees’ rights. UBP also pledges not to divulge, make accessible and/or sell Personal Data to third parties outside UBP Group without the Applicant’s consent, unless the communication of this information is ordered by a state body, a legal or supervisory authority, and/or required by law. Furthermore, if the Applicant supplies the name of a third party to UBP as a reference contact, it is the Applicant’s responsibility to inform the person in question beforehand. The Applicant also agrees to the reference being contacted by representatives of UBP. If the Applicant applies through a recruitment agency or headhunter, as well as via the e-Recruitment Portal, only the application that UBP receives first will be considered. Lastly, the Applicant is reminded that, under Swiss law, they have the right to access data concerning them, as well as the right to correct any inaccurate information that they may have submitted. To do so, the Applicant should contact UBP via the e-Recruitment Portal, clearly stating the subject of the request. The Applicant’s file will be kept as long as it is being processed by the departments concerned within UBP Group. The original documents will then be returned to the Applicant and the copies destroyed, unless the Applicant consents to their being kept on file. By entering Personal Data into UBP’s e-Recruitment Portal, I agree that my data be handled in accordance with the above rules and principles, which I have read and understood. I agree to UBP keeping my application on file, should UBP believe that my profile might be relevant to another position in the future.

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