Operational Efficiency Expert
Vor 3 Tagen
As a leading Swiss private banking group, Banque Heritage provides a wide range of financial services and tailored investment products. Our global presence reflects our commitment to core values: family-oriented approach, independent perspective, intelligent financial management, dedication to clients, and commitment to people.
We are currently seeking a dynamic:
Operational Efficiency Expert (100%)
This role involves ensuring the smooth functioning of middle office operations. Working closely with internal teams, you will uphold operational efficiency, accuracy, and compliance with regulatory standards.
Main Responsibilities
- Serving as the primary point of contact for Front Office and Back Office on all operational issues related to securities
- Supervising proper execution, follow-up, and settlement of various securities
- Handling physical securities, processing private placements, including limited partnerships and complex financial instruments
- Cash and safe transactions for internal/external clients
- Credit and debit cards management
- Managing e-banking solutions for both internal and external clients
- Participating in internal projects related to operations
Requirements
- Banking or commercial training (CFC as a minimum)
- Minimum 5 years of experience in security back-office/middle-office activities
- Strong knowledge of entire securities and investment fund back-office (including physical securities, precious metals, private placements, fund trading, transfers free, reconciliations etc.)
- Proficiency in Microsoft Office Suite, S2i banking platform required
- Analytical, technical, organization skills, ability to work under pressure
- Independent, hands-on, agile, enthusiastic, service-oriented
- Excellent knowledge of English, German is a plus
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