Financial Operations Specialist

Vor 7 Tagen


Genf, Genf, Schweiz J Safra Sarasin Vollzeit

Become a crucial member of our team as a Financial Operations Specialist in Private Banking Operations. Your role will involve collaborating closely with stakeholders to execute credit services efficiently and support the growth of our Private Banking business.

In this position, you will have the opportunity to develop your skills, expand your knowledge, and contribute to a dynamic environment that emphasizes innovation and excellence.

Responsibilities:

  • Create and maintain accurate credit documents using standard templates.
  • Work collaboratively with Lending Solutions, Credit Executives, and Legal Advisors to validate documentation requirements and ensure compliance.
  • Process credit requests, submit them for approval, and manage critical client data in our corporate systems.
  • Approve payments, loan drawdowns, and asset transfers in accordance with our Credit Policy.
  • Monitor daily collateral values and credit exposure to ensure we adhere to authorized limits.
  • Oversee Stand By LC's and associated fees to optimize our operational efficiency.
  • Maintain strict adherence to JPMorgan policies and regulatory requirements at all times.

Key Requirements and Skills:

  • Up to 3 years of relevant experience in private banking or credit products with a solid grasp of credit regulations.
  • Full working proficiency in English language.
  • Team player with excellent interpersonal skills and ability to work effectively under pressure.
  • Strong commitment to delivering high-quality results, integrity, and meeting deadlines.
  • Excellent organizational and problem-solving skills with attention to detail.
  • Proficient in Microsoft Office, especially Excel, and experienced in using tools like Alteryx, Tableau, Python, and VBA.


  • Genf, Genf, Schweiz World Intellectual Property Organization Vollzeit

    Job OverviewThe World Intellectual Property Organization is seeking a skilled Financial Operations Specialist to join its team. As a key member of the Accounts Payable Unit, this individual will be responsible for analyzing and verifying financial data, ensuring accuracy in financial transactions, and collaborating with the IT department to optimize...


  • Genf, Genf, Schweiz Matchspace (Music) AG Vollzeit

    Job Description:Company OverviewMatchspace (Music) AG is a leading company in the music industry, seeking an experienced Financial Operations Specialist to support our financial operations team. The ideal candidate will have strong analytical skills, attention to detail, and excellent communication abilities.Job SummaryWe are looking for a highly motivated...


  • Genf, Genf, Schweiz Mövenpick Hotel Geneva Vollzeit

    The Mövenpick Hotel Geneva is seeking an experienced Financial Operations Specialist to join our finance team. As a key member of our team, you will be responsible for overseeing and managing all financial operations for both Swiss and French offices, ensuring compliance with local accounting standards.Key ResponsibilitiesOversee and manage all accounting...


  • Genf, Genf, Schweiz Verition Fund Management LLC Vollzeit

    Company Overview: Verition Fund Management LLC is a leading multi-strategy hedge fund founded in 2008. Our focus on global investment strategies drives our success in the financial markets.As a Financial Operations Specialist at Verition, you will play a critical role in providing middle office services in a fast-paced environment. Your responsibilities will...


  • Genf, Genf, Schweiz SYZ Group Vollzeit

    About the RoleWe are currently strengthening our team and are looking for a Senior Accountant to enhance our financial reporting processes. As a key contributor, you will play a crucial role in streamlining financial operations, supporting financial decision-making processes, and contributing to the overall financial health of the...


  • Genf, Genf, Schweiz Citi Vollzeit

    Company OverviewCiti is a global bank with a long history of providing financial services. As a Compliance Operations Specialist, you will play a key role in ensuring that our operations are conducted in accordance with all applicable laws and regulations.


  • Genf, Genf, Schweiz Michael Page International (Switzerland) SA Vollzeit

    About Our ClientMichael Page International (Switzerland) SA is a leading recruitment agency in the region, serving clients across various sectors.The Job DescriptionWe are seeking an experienced Cash Manager to join our client's team in Geneva. The successful candidate will be responsible for managing banknote stocks, handling check transactions and prepaid...


  • Genf, Genf, Schweiz Banque de Commerce et de Placements SA Vollzeit

    About the RoleWe are seeking a highly skilled Financial Reporting Specialist to join our Finance & Accounting team.Your primary mission will be to maintain and enhance the Bank's Management Information Systems (MIS), ensuring the delivery of accurate and timely financial information to support decision-making at all levels of the organization.This role...


  • Genf, Genf, Schweiz Source Point Staffing Vollzeit

    Kitchen Operations SpecialistWe are seeking a detail-oriented Kitchen Operations Specialist to join our team. In this role, you will be responsible for maintaining a safe, clean, and sanitized kitchen environment. Strong problem-solving skills and the ability to multitask are essential.Key Responsibilities Prepares food in accordance with standardized...


  • Genf, Genf, Schweiz BGN Vollzeit

    Job Title: Financial Trade Operations ExecutiveRequired Skills and QualificationsTo succeed in this role, you will need:A bachelor's degree in Business Administration, Economics, or a related field.Minimum 4-5 years of experience in trade finance operations.CDCS (Certified Documentary Credit Specialist) certification is an advantage.In-depth knowledge of ICC...


  • Genf, Genf, Schweiz ConnectPartners Sàrl Vollzeit

    About the RoleWe are seeking an experienced Financial Operations Manager to join our wealth management team at ConnectPartners Sàrl. As a key member of our team, you will be responsible for optimizing financial operations and ensuring the efficient delivery of WM services.Main Responsibilities:Financial Planning: Collaborate with internal stakeholders to...


  • Genf, Genf, Schweiz Banque Pictet & Cie SA Vollzeit

    At Banque Pictet & Cie SA, we are seeking a skilled Financial Regulatory Reporting Specialist to join our team. As a key member of our Corporate Tech platform, you will play a vital role in designing robust data models, providing support for regulatory reporting systems, and collaborating with cross-functional teams to ensure compliance.Key...


  • Genf, Genf, Schweiz SGS Vollzeit

    About the RoleWe are looking for a highly motivated Financial Operations Manager to join our team.Key ResponsibilitiesThe successful candidate will be responsible for overseeing all aspects of financial operations, including balance sheet reconciliations, financial statement preparation, and statutory accountant preparation.They will also be responsible for...


  • Genf, Genf, Schweiz Banque Pictet & Cie SA Vollzeit

    The Pictet Group is a leading global wealth manager with a rich history dating back to 1805. Headquartered in Geneva, Switzerland, the company has expanded its presence to 30 financial centers worldwide, employing over 5,000 professionals. As a private bank, Pictet is committed to preserving client assets while fostering growth through innovative...


  • Genf, Genf, Schweiz SYZ Group Vollzeit

    The SYZ Group is a private bank that offers a dynamic and collaborative work environment. We are currently seeking a Senior Accountant to join our team in Switzerland.Job Description:The Senior Accountant will play a pivotal role in ensuring the integrity and accuracy of the bank's financial operations. This position involves managing day-to-day accounting...


  • Genf, Genf, Schweiz Banque Heritage Vollzeit

    Banque Heritage is a Swiss private banking group providing financial services and tailored investment products. With a global presence, the Bank maintains its core values: family-oriented approach, independent perspective, intelligent financial management, dedication to clients, and commitment to people.To strengthen our Middle Office department, we are...


  • Genf, Genf, Schweiz Brodard Executive Search Vollzeit

    Brodard Executive Search is pleased to present a temporary opportunity for a skilled Banking Operations Specialist to join a prestigious private bank in Geneva. In this role, you will have the chance to apply your expertise in banking operations and make a meaningful contribution to the organization.Your key duties will involve:Providing insightful...


  • Genf, Genf, Schweiz Cagi Vollzeit

    Job SummaryCagi is seeking a seasoned Head of Financial Operations to lead our finance function. The ideal candidate will have a strong background in finance, accounting, and operations, with a proven ability to drive business growth and profitability.Key Accountabilities:Financial Strategy Development: Collaborate with senior leadership to develop and...


  • Genf, Genf, Schweiz MSC Cruises SA Vollzeit

    About the JobWe are seeking an experienced Administration, Finance and Control Manager to join our team at MSC Cruises SA.This critical role involves managing financial operations and administration, reporting directly to the General Manager.The successful candidate will oversee the budgeting and forecasting process, ensuring accuracy and efficiency, and...

  • Derivative Specialist

    Vor 4 Tagen


    Genf, Genf, Schweiz Banque Pictet & Cie SA Vollzeit

    Our Technology & Operations division is responsible for some of the Group's key innovations while sustaining business operations and developing custodian and funds administration services.We are seeking an experienced Derivative & Forex Products Specialist to join our Transactions Services Department.