International Private Bank, Employee

The International Private Bank Employee (IPB) and Client Experience Team (ECX) is dedicated to delivering a first-class experience for IPB employees, clients, and prospects across all channels and touchpoints. Through a proactive, coordinated, and innovative approach, ECX partners with stakeholders across all aspects of the International Private Bank. We are a growing and expanding team with direct sponsorship from senior leadership, as the IPB focuses on enhancing experiences for both employees and clients. This dynamic environment offers the opportunity to work on new and ad hoc projects, allowing you to showcase your creativity, project management skills, and ability to pilot, test, and scale innovative ideas.

 As our local representative in Geneva, you will play a key role in driving initiatives that improve the employee and client experience, collaborating with cross-functional and cross-border teams. The ideal candidate is a collaborative self-starter who thrives in a fast-paced setting, demonstrates excellent written and verbal communication skills, strong interpersonal abilities, and a passion for delivering outstanding experiences to both clients and employees. This role collaborates with key stakeholders to develop and manage experience initiatives, fostering innovation and teamwork locally and globally. The ideal candidate will inspire confidence, drive outcomes, and build strong relationships across teams. 

Job Responsibilities 

• Serve as a local representative for the ECX team, ensuring Swiss elements of IPB projects are covered and executed with strict compliance to all relevant regulations, including Swiss secrecy requirements. 

• Coordinate internal and external communications, maintaining high standards of accuracy and consistency with brand guidelines. 

• Manage logistics for the Client Gifting program, including tracking and delivery of gifts, maintaining records, and preparing related metric reports. 

• Prepare and deliver regular and ad hoc reports for local senior stakeholders, covering key areas such as complaint handling, gifting, and new client development; assist with trend analysis to identify opportunities for enhancing the employee and client experience. 

• Provide operational support for the New Client Welcome process, ensuring smooth onboarding and a positive initial experience for new clients. 

• Support and drive local coordination for the semi-annual Client Survey program, interacting with senior leaders and bankers in Geneva and across the IPB. 

• Assist the ECX team with various new projects and initiatives, providing administrative and analytical support as needed. 

• Collaborate closely with ECX team members and other departments to share information and support initiatives. 

• Contribute ideas and feedback to improve processes and experience initiatives; proactively leverage automation tools to streamline workflows and reduce manual work. 

Required Qualifications, Capabilities, and Skills 

• Bachelor's degree or equivalent experience, preferably in finance or business, with 1–3 years of experience in financial services, client service, luxury brand, or a similar high-touch environment (internships or work placements considered). 

• Proven PowerPoint and Excel skills; experience with Python, Alteryx, or Tableau is a plus. 

• Proficiency in French and English; other European languages are welcome. 

• Program management mindset, with strong analytical, critical thinking, and problem[1]solving abilities. 

• Confident presenter with excellent interpersonal and communication skills, both written and verbal. 

• Ability to effectively synthesize and manipulate data from diverse sources and compile management information. 

• Strong organizational skills, with the ability to prioritize multiple tasks and manage time efficiently. 

• Ability to work well independently and as part of a team, building strong relationships with colleagues across global offices and diverse cultures. 

• Creative thinking to develop new solutions for client and employee experience challenges. 

• Understanding of global and local regulations affecting private banking and client interactions. 

• Willingness to learn and leverage emerging technologies (AI, automation, etc.). 

• Demonstrated ability to maintain confidentiality and handle sensitive information with discretion. 

• Strong attention to detail and commitment to accuracy in all deliverables