![UNION BANCAIRE PRIVEE, UBP SA](https://media.trabajo.org/img/noimg.jpg)
Head of Institutional Client Onboarding
vor 2 Monaten
Offene Stelle :Head of Institutional Client Onboarding & Rebate Management
Zweigstelle :Geneva
Eintrittsdatum :
Arbeitszeit :100%
Domain :IC
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Description
This position offers growth opportunities towards a role overseeing wholesales & Institutional clients onboarding. Union Bancaire Privée, UBP SA is a global, independent Swiss private bank, founded in 1969 with a professional workforce of over 2'008 people (as at Family-owned since its inception, the Bank distinguishes itself through its healthy, solid balance sheet, and an excellent financial base with a proven Tier 1 ratio of 27.3%, and a Moody's rating of Aa2 with stable outlook. Through the Asset Management division, we offer to institutional clients' investment management capabilities organised across the business lines Long-Only Platform, Alternative Investment Solutions, Private Markets Group, Partnerships, Asset Allocation & DPM.
MissionThe Institutional Client Division of Union Bancaire Privée is seeking a highly skilled individual to oversee the onboarding and management of wholesale client relationships and rebate processes.
ChallengesThis role is pivotal in negotiating and managing distribution and retrocession agreements, ensuring compliance with terms, and overseeing accurate and timely financial transactions.
Main responsibilitiesOversight of Global Distribution Network:
Negotiate and manage retrocession and distribution agreements with external partners.
Validate and implement agreed terms in systems accurately.
Review periodically agreements, distribution strategies and associated processes to identify opportunities for optimization.
Ensure compliance with internal and external regulations and policies throughout the distribution network.
Financial Management and Reconciliation:
Calculate and ensure the accuracy of accounting provisions in cooperation with Group Finance.
Perform reconciliations and controls to ensure accuracy and completeness of retrocessions.
Process retrocession payments accurately and on schedule.
Performance Monitoring and Reporting:
Report on key performance indicators such as sales volume and profitability.
Conduct periodic reviews of retrocession agreements and distribution strategies to identify optimization opportunities.
Contribute to ad-hoc assignements and projects within the Asset Management Institutional Client Service team.
Education- Education: Bachelor Degree
- IT Tools: Strong MS Office skills including Excel, Word and PowerPoint and ability to use web-based technology
- Years of experience: 3-7 : intermediate
- Experience required: 5-7 years of relevant Asset Management experience Knowledge of investment solutions across the asset class spectrum and relevant industry regulation.
• Strong analytical skills, attention to detail, with a solution-focused mindset.
• Technologically proficient, with the ability to identify and implement process improvements.
• Proven stakeholder engagement skills, with the ability to collaborate w ith internal and external stakeholders across all seniority levels.
• Be highly self-motivated, and confident working independently and autonomously.
• Be comfortable in a results-driven environment, with willingness and ability to learn quickly, and adapt to challenges. - Experience in private banking: Mandatory
- English: Fluent
- Swiss resident: Optional
Portal für Online-Bewerbungen – Richtlinien für den Umgang mit personenbezogenen Informationen potenzieller Kandidaten/innen
Das System für Online-Bewerbungen (nachfolgend das «Online-Bewerbungsportal» oder «Portal») der Union Bancaire Privée, UBP SA, (nachfolgend «die UBP») wird von unserem Hauptsitz in Genf aus gemäss schweizerischem Recht, namentlich den Datenschutz betreffend, sowie auf der Grundlage nachfolgender Grundsätze betrieben. Es ermöglicht allen Personen (nachfolgend «die Kandidaten/innen»), Bewerbungen zu den im Online-Bewerbungsportal ausgeschriebenen offenen Stellen sowie Spontanbewerbungen einzureichen. Davon ausgenommen sind Personalvermittlungsunternehmen und Headhunters.
Die UBP garantiert, dass sie über das Online-Bewerbungsportal übermittelte Personendaten wie Vor- und Nachnamen, Anschrift und andere im Zusammenhang mit der Identität oder dem beruflichen Werdegang der Kandidaten/innen stehende Informationen (nachfolgend die «Personendaten») vertraulich behandeln wird. Die Bank wird diese auf einem internen gesicherten Server speichern, zu dem nur die zur Bearbeitung der betreffenden Bewerbung ermächtigten Personen Zugriff haben. Mit der Übermittlung der Personendaten über das Online-Bewerbungsportal akzeptieren die Kandidaten/innen die Risiken der Datenübertragung via Internet, die keinen absoluten Datenschutz garantiert.
Durch die Übermittlung ihrer Personendaten erlauben die Kandidaten/innen, dass diese von der UBP und/oder jeder Zweigstelle der UBP Gruppe (nachfolgend «die UBP Gruppe»), insbesondere von den jeweiligen Human-Resources-Abteilungen im Rahmen der Rekrutierung neuer Mitarbeiter zur Prüfung und Nachverfolgung der Bewerbungen verwendet werden. Liegt für eine offene Stelle der Arbeitsort ausserhalb der Schweiz oder könnte ein Kandidaten/innenprofil eine Zweigstelle der UBP Gruppe im Ausland interessieren, erklären sich die Kandidaten/innen im Voraus damit einverstanden, dass ihre Personendaten der betreffenden Zweigstelle zugestellt werden. Des Weiteren akzeptieren sie, dass das für besagte Zweigstelle im Ausland geltende Recht nicht unbedingt einen dem schweizerischen Recht entsprechenden Daten- oder Arbeitnehmerschutz gewährleistet.
Die UBP verpflichtet sich, ohne Zustimmung der Kandidaten/innen keine vorgenannten Personendaten an Dritte ausserhalb der UBP Gruppe weiterzuleiten, zu veröffentlichen und/oder zu verkaufen, es sei denn, diese Informationsübermittlung erfolge auf Anfrage einer staatlichen, gerichtlichen oder anderen Aufsichtsbehörde und/oder sei von Gesetzes wegen verordnet. Teilen die Kandidaten/innen der UBP den Namen einer Referenzperson mit, müssen sie diese im Voraus davon in Kenntnis setzen und akzeptieren, dass die Vertreter der UBP mit ihr Kontakt aufnehmen.
Falls Kandidaten/innen ihre Bewerbung sowohl über ein Personalvermittlungsunternehmen oder einen Headhunter als auch über das Online-Bewerbungsportal einreichen, wird die UBP einzig die zuerst eintreffende Bewerbung berücksichtigen. Die Kandidaten/innen werden daran erinnert, dass sie laut schweizerischem Recht Zugang zu den sie betreffenden Personendaten haben und dass Ihnen das Recht zusteht, falsch mitgeteilte Informationen zu berichtigen. In diesem Falle werden die Kandidaten/innen gebeten, die UBP über das Online-Bewerbungsportal mit der genauen Angabe des Zwecks ihrer Anfrage zu kontaktieren. Die Bewerbungsunterlagen der Kandidaten/innen werden während der zu ihrer Prüfung erforderlichen Zeit aufbewahrt, die Originale in der Folge an die Kandidaten/innen zurückgeschickt und allfällige Kopien zerstört. Eine Ausnahme bilden die mit dem Einverständnis der Kandidaten/innen aufbewahrten Unterlagen.
Mit der Eingabe von Personendaten in das Online-Bewerbungsportal der UBP
- stimme ich einer Bearbeitung damit gemäss den oben erläuterten Grundsätzen zu, die ich zur Kenntnis genommen habe.
- stimme ich einer Aufbewahrung meiner Bewerbungsunterlagen durch die UBP zu, falls die Bank dies im Hinblick auf künftige Stellen für sinnvoll erachtet.
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