Front Office Business Manager

vor 3 Wochen


Geneve, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

**Front Office Business Manager**:
**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.

**Mission**:
Key partner of WM Region Heads and Market Heads.

**Challenges**:
The missions of the Front Officer Business Manager are: - To be the partner of Wealth Management Region Heads and Market Heads for the implementation of the commercial strategy and strategic decisions taken by Wealth Management Committee to support them in achieving their revenues objectives - To be the privileged communication channel between WM Sales Management & Business Development and the Front Office on commercial / revenue related topics (e.g.: change management, new tools deployment, Pricing Management, )

**Main responsibilities**:

- Leverage on all FO Management MIS to support Region Heads and Markets Heads for all commercial & revenue matters with the aim of supporting Front Office to achieve their financial targets- Identify new revenue opportunities / leakages both at region, team, or individual level
- Propose improvements and adapted / tailor-made solutions in collaboration with Region Heads, Markets Heads and RMs
- FO Business Manager is responsible for the adoption of all Front Office Management Tools (WM Reporting Tool, WM Pricing Tool, New Era, )- Deployment and trainings (from Region Head to Relationship Managers)
- Lead the improvement process together with Sales & Data Intelligence (collect feedbacks and translate them into improvements together with lT experts)
- Privileged communication channel between WM Sales Management & Business Development and Front Office
- Pricing Management:
- Partner with the Head of Pricing Management, the Region Heads and Market heads for the communication, implementation, and adoption of new pricing initiatives to improve Bank’s revenue and profitability
- E.g.: New Forex Policy / New fiduciary deposit policy / Account fees policy

Lead / participate to ad-hoc tactical initiatives decided by Bank’s Executive Committee and WM Management Committee- E.g.: implementation of the Advisory Transformation program

**Skills**:

- Min. 10 years’ experience in banking organization
- University degree in Economics or Finance or a qualification considered equivalent
- Excellent communication with the flexibility to interact on all different seniority levels
- Good knowledge of banking operating model / Service offering / financial products
- Team player
- Reliable, flexible, proactive and service oriented
- Excellent management of priorities
- Stress resistant
- Very good command of all Office pack
- Fluent in English and Spanish. French and/or German are an added value.

**Education**:

- Education: Diploma

**Experience**:

- Years of experience: 3-7 : intermediate
- Experience in private banking: Mandatory

**Language**:

- English: Fluent

**Personal skills**:

- Swiss resident: Mandatory


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