Asset Servicing Head Client Funds Structure
Vor 2 Tagen
Switzerland - Zürich
Client advisory / Relationship management, Fund Services, Sales
Personal & Corporate Banking
**Job Reference #**
251954BR
**City**
Zürich
**Job Type**
Full Time, Part Time
**Your role**
Are you passionate about people? Do you know how to care of (institutional) clients enjoy an international, fast-paced environment and complex challenges? Are you motivated to lead a team in a fast paced environment? Do you excel at providing clients with customized and innovative institutional custody & client fund solutions as well as exceptional levels of service?
We are looking for an ambitious leader with client fund and global custody expertise, a passion for, and experience with, servicing professional Wealth Management, Corporates & and Institutional Clients around the world to join our Asset Servicing team in Zurich, Switzerland, to:
- manage a team of seasoned professionals specialized in client fund and custodian bank structuring and life cycle management of tailor made traditional or alternative client fund solutions for wholesale, institutional and international wealth management clients
- acts as competence center for client funds and ensures exchange of best practice with experienced client fund specialists in Switzerland, Luxembourg and APAC
- responsible for client fund structure approval, onboarding and review in booking center Switzerland; maintenance of client fund policy framework and related documents
- manage the onboarding and coverage of key client relationships and fund management companies, plan and lead review meetings to maintain relationships with clients and their third party partners, e.g. Fund Management Companies, Asset Managers and Family Offices
- develop strategies for identifying opportunities for cross-selling and delivering UBS' one bank solution offering through systematically analyzing existing client portfolios
- monitor KPI's to ensure profitability as well as adherence to agreed service levels and fees / pricing
- participate and represent Asset Servicing in internal and external platforms
**Your Career Comeback**
**Your team**
You would become part of the Asset Servicing Team in the center of Zurich. This team currently consists of seven people and serves clients as product relationship managers across all Wealth Management markets and Corporate & Institutional Clients of UBS. There are also teams for sales & acquisition and support functions for market development and onboarding.
Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
**Your expertise**
- a seasoned and credible professional with Client Fund Structure experience and / or experience as a manager and advisor in the Fund Industry
- strong analytical skills and ability to assess structures and to drive and implement projects
- ability to handle complex clients and client structures, delivering against tight deadlines, whilst maintaining the highest level of standards and quality
- a strong leader and team player, with the ability to communicate at multiple levels across multiple divisions and various regions, representing UBS Asset Servicing
- good knowledge of Fund Industry and Global Custody are a prerequisite
- knowledge of controlling and/or securities legal are considered a strong plus
- project management experience/skills
- fluent in English and German; French is a plus
**About us**
UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
**How we hire**
**Join us**
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
**Disclaimer / Policy Statements**
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
-
Head of Fund Management Europe
vor 3 Wochen
Fribourg, Schweiz Schroders VollzeitSchroders plc with headquarters in London employs over 5500 talented people worldwide, operating from 42 offices in 37 different countries across Europe, the Americas, Asia and the Middle East, close to the markets in which we invest and close to our clients. Schroders has developed under stable ownership for over 200 years and long-term thinking governs our...
-
Fund Lawyer Tax Strategies and Structuring
vor 7 Monaten
Fribourg, Schweiz coni+partner AG VollzeitOur client is the Asset Management division of an international bank in Zurich. We are looking for a tax expert (m, f, d) as a Fund Lawyer Tax Strategies and Structuring Aufgaben Developing tax strategies for private markets investment programs and creating optimal tax structures for fund investments / Developing product initiatives and product offering...
-
Fribourg, Schweiz Julius Baer VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. As a specific provider of custodian bank services and solutions in Switzerland, the Global Custody unit enjoys an excellent...
-
Team Leader
vor 2 Wochen
Fribourg, Schweiz UBS VollzeitSwitzerland - Zürich - Operations - Global Wealth Management **Job Reference #** - 262531BR **City** - Zürich **Job Type** - Full Time **Your role** - Möchten Sie Teil unseres Teams sein und dazu beitragen, die Kundenerfahrung von heute und morgen zu verbessern? - Im Client Service Management Asset Servicing fungieren wir als Ansprechpartner für...
-
Head Fund Accounting
vor 3 Wochen
Fribourg, Schweiz coni+partner AG VollzeitOur client is a bank in Zurich. We are searching for a senior German speaking controlling professional / manager (m, f, d) as Head Fund Accounting / Valuation / Treasury Risk Aufgaben Team leader with special responsibility for processes, tools and systems in a fund environment / Responsible for controlling and reporting (FX and P&L) of the Bank's trading...
-
Legal Legal Counsel Funds
vor 17 Stunden
Fribourg, Schweiz coni+partner AG VollzeitOur client is a bank in Zurich. We are looking for a specialist (m, f, d) in Swiss law as a Legal Counsel Funds / Cross Border Aufgaben Negotiation of key contracts related to the distribution of investment funds with a focus on the Swiss market with international clients / Legal advice and support sales, other stakeholders and clients / Collaboration...
-
Ifrs Fund Accountant
vor 7 Monaten
Fribourg, Schweiz coni+partner AG VollzeitOur client is the Asset Management of a bank in Zurich. We are looking for a financial controller (m, f, d) as an IFRS Fund Accountant / Financial Controller Tasks Preparation of monthly, quarterly and statutory annual financial statements for the funds / Monitor disbursements, distributions and compensation payments / Control the NAV package / Prepare...
-
Fund Accountant Private Market
vor 7 Monaten
Fribourg, Schweiz coni+partner AG VollzeitOur client is the Asset Management of a Bank in Zurich. We are looking for an accountant/financial controller (m, f, d) as a Fund Accountant Private Market Tasks Responsible for fund accounting / Process transactions, reconciliation and fee calculations / Prepare NAV reports / Coordinate workflow and complete detailed daily, weekly and monthly NAV...
-
Lawyer Fund Transactions
vor 7 Monaten
Fribourg, Schweiz coni+partner AG VollzeitOur client is the Asset Management division of an international Swiss bank in Zurich. We are searching for an experienced lawyer (m, f, d) as a Lawyer Fund Transactions Tasks Providing comprehensive legal support to the portfolio management team and institutional distribution / Giving legal advice on the basis of the Collective Investment Schemes Act, the...
-
Assistant Relationship Manager
vor 8 Monaten
Fribourg, Schweiz SYZ GROUP VollzeitIf you are passionate about meeting client needs, want to challenge the status quo and be part of an innovative environment and future, the Syz Group can bring you what you are looking for. Working at Syz takes a blend of collaboration, entrepreneurial spirit and willingness to pull together. In return for your talent and dedication, you can expect a...
-
Head of Operations
Vor 3 Tagen
Fribourg, Schweiz LHH VollzeitFor one of our client, a well-established Financial Services Company, we are actively looking for a Head of Operations based in Geneva. Responsabilities: In connection with the banks, lawyers, Private Banks and other service providers, you will: - Set-up, review, streamline and improve operating processes with regards to all the solutions provided (funds,...
-
Operational Risk Manager
vor 2 Wochen
Fribourg, Schweiz iET SA VollzeitFor a project at our client’s site (home office possible within Switzerland), an international bank based in Zurich, we are looking for a Operational Risk Manager - Cross Asset Execution (80-100%) The role of operational risk/first line of defense manager for Cross Asset Execution (CAE) international locations, will provide administrative, business,...
-
Credit Structurer
vor 2 Wochen
Fribourg, Schweiz PICTET Vollzeit**Your team**: - Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions, and family office services.- PWM is seeking to recruit a...
-
Product Management
vor 17 Stunden
Fribourg, Schweiz ThomasLloyd Global Asset Management Vollzeit**Who We Are** ThomasLloyd is a leading independent impact investment solutions provider, advisor and asset manager in sustainable energy infrastructure. We are also one of the most successful investors in sustainable energy infrastructure in high growth and emerging markets in Asia. We have introduced our proprietary market differentiating ThomasLloyd...
-
Disease Fund Manager
vor 17 Stunden
Fribourg, Schweiz The Global Fund VollzeitThe Disease Fund Manager is responsible for a specific disease portfolio, HIV/AIDS, TB or Malaria, within the Nigeria, DRC and India Country Teams. The Disease Manager contributes achieving grant management success, leveraging partnerships and the delivery of results for the disease portfolio. This role will be required to travel extensively across...
-
Fixed Asset Accountant Au Sein D'une Structure
vor 17 Stunden
Fribourg, Schweiz Academic Work VollzeitTu bénéficies d'une formation orientée finance ou comptabilité ? Tu maîtrises Excel et possèdes une affinité pour les systèmes comptables ? Tu présentes des compétences relationnelles et organisationnelles avérées ? Cette mission risque fortement de t'intéresser! **À propos du rôle**: Notre client, un acteur régionnal important, est à la...
-
Head of Accounting
vor 3 Wochen
Fribourg, Schweiz TMF Group Vollzeit**About TMF Group** TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. Our 9,100 experts and 120 offices in 85 jurisdictions worldwide serve corporates, financial institutions, asset managers, private clients and family offices, providing the combination of accounting, tax,...
-
Client Agreements Associate
vor 3 Wochen
Fribourg, Schweiz Man Group VollzeitJob Profile Summary: As a member of our Client Agreements Team you will be responsible for the coordination of client agreements (distribution and rebate) to European clients and sales teams. In this role you work in close partnership with Sales Operations, Sales, Legal, Compliance, Finance and other internal stakeholders. **Responsibilities**: Client...
-
Dessinateur Structure Porteuse
vor 7 Monaten
Fribourg, Schweiz Talenteeds Vollzeit**_A propos de notre client_**: - Notre client est proche de ses clients et collaborateurs._ - Depuis toujours, il innove pour répondre aux défis croissants d'un secteur en pleine mutation, puissant et diversifié, avec une palette de métiers, de compétences, de savoir-être pour lesquels notre client accompagne ses collaborateurs pour les faire...
-
Transaktionsontroller - Fund Operations Pe
vor 17 Stunden
Fribourg, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist eine Bank. Wir suchen...