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- Reconcile the status of our customers and their investments.
- Coordinate deposit transfers with the teams in charge.
- Follow each case through to resolution.
- Communicate with client RMs and other stakeholders (operational teams, Legal & Tax advisors, Project Manager).
- Depending on volumes, other daytoday team tasks may be assigned (various tax and regulatory requests from funds and private assets counterparties).
- University degree in Law/Economics or comparable studies, or the equivalent in work experience in the finance industry.
- Capability to coordinate the review and collaborate with different stakeholders.
- Skilled user of Excel and generally at ease with new IT systems.
- Fast learner able to work in a dynamic regulatory environment.
- Rigorous, discreet, a solution provider, able to manage priorities and a team player.
- Excellent analytical and organisational skills
- Fluent in French and English with excellent communication skills.
- Resident in Switzerland or willing to relocate.
- No possibility of remote work.
Investments Regulatory Officer - Geneva, Schweiz - Pictet
Beschreibung
Coordinate and execute clients'investment compliance review for funds and private assets.Identify and analyse relevant investments:
As the right candidate you will be self-motivated and pro-active with the ability to work independently to tight deadlines and complete set tasks whilst managing multiple priorities.