Corporate Action Specialista — Union Bancaire Privée
- Località
- Geneva, Switzerland
- Contratto
- full-time
- Pubblicato
- 78 giorni fa
Panoramica
- Daily business responsibilities
- Handle activities of one of the following pools:
- Receipt of information:
- Cross analyze information received: custodians swifts, agent/Funds prospectus and financial providers (such as Bloomberg, Telekurs)
- Create adequate corporate event in the corporate action database
- Answer to questions from Relationship Managers, other internal departments, external parties including clients.
- Notification of information:
- Write announcement to Relationship Managers and Clients
- Instruction processing:
- Reconcile holdings, determine entitlements, manage pending positions.
- Collect and follow up on instructions
- Transmit instructions to our correspondents, Funds manager and/or other external parties, control of their safe delivery and acceptance
- Allocation to clients:
- Book corporate actions events in clients’ accounts (cash and/or securities)
- Review the overnight bookings
- • Overall responsibilities
- Follow-up on various topics and issues over the lifecycle of a Corporate Action
- Interchange from one pool to the other, depending on needs
- Collaborate with others team members outside the assigned pool
- Core competencies
- Think in "Problem-Action-Results" terms
- Be proactive and driven
- Show strong client service ethic
- Maintain quality standards despite schedule pressures
- Highly organized, manage tight deadlines within a high-risk environment, ability to work under pressure
- Strong analytical skills with an ability to identify problems and propose solutions.
- Express opinions and criticism in a constructive way
- Be a continuous learner
- Adaptability, self-motivation and teamwork
- Good understanding of the risks inherent to the corporate actions environment and demonstrate good discipline around control and escalation.
- Build lasting client relationships
- Consistently comply with internal & external regulations Core Competencies : Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility - Compliance with regulations and internal directives
- Daily business responsibilities
- Handle activities of one of the following pools: Receipt of information:
Responsabilità principali
- Daily business responsibilities
- Handle activities of one of the following pools: Receipt of information:
- Cross analyze information received: custodians swifts, agent/Funds prospectus and financial providers (such as Bloomberg, Telekurs)
- Create adequate corporate event in the corporate action database
- Answer to questions from Relationship Managers, other internal departments, external parties including clients. Notification of information:
- Write announcement to Relationship Managers and Clients Instruction processing:
- Reconcile holdings, determine entitlements, manage pending positions. Collect and follow up on instructions
- Transmit instructions to our correspondents, Funds manager and/or other external parties, control of their safe delivery and acceptance Allocation to clients:
- Book corporate actions events in clients’ accounts (cash and/or securities) Review the overnight bookings Overall responsibilities
- Follow-up on various topics and issues over the lifecycle of a Corporate Action
Dettagli ulteriori
- Handle activities of one of the following pools: Receipt of information:
- Answer to questions from Relationship Managers, other internal departments, external parties including clients. Notification of information:
- Write announcement to Relationship Managers and Clients Instruction processing:
- Reconcile holdings, determine entitlements, manage pending positions. Collect and follow up on instructions
- Transmit instructions to our correspondents, Funds manager and/or other external parties, control of their safe delivery and acceptance Allocation to clients:
- Book corporate actions events in clients’ accounts (cash and/or securities) Review the overnight bookings Overall responsibilities
- Collaborate with others team members outside the assigned pool Think in "Problem-Action-Results" terms Be proactive and driven Show strong client service ethic
- Express opinions and criticism in a constructive way Be a continuous learner Adaptability, self-motivation and teamwork
- Good understanding of the risks inherent to the corporate actions environment and demonstrate good discipline around control and escalation. Build lasting client relationships
Note e contenuto originale
- Handle activities of one of the following pools:
- Receipt of information:
- Answer to questions from Relationship Managers, other internal departments, external parties including clients.
- Notification of information:
- Write announcement to Relationship Managers and Clients
- Instruction processing:
- Reconcile holdings, determine entitlements, manage pending positions.
- Collect and follow up on instructions
- Transmit instructions to our correspondents, Funds manager and/or other external parties, control of their safe delivery and acceptance
- Allocation to clients:
Domande frequenti su questo annuncio
Che stipendio offre Union Bancaire Privée per questa posizione?
Union Bancaire Privée indica CHF 60'500 - 91'500 lordi annui per questo ruolo a Geneva, Switzerland. Questo è lo stipendio pubblicato nell'annuncio originale (o, quando il datore non specifica una cifra, una stima realistica per ruolo e settore) — il calcolatore di questo sito lo converte nel netto reale una volta applicate imposta da frontaliere e contributi sociali.
È un ruolo a tempo pieno, e che tipo di contratto offre Union Bancaire Privée?
Questo annuncio è una posizione a tempo pieno. Il tipo di contratto mostrato qui arriva direttamente dall'annuncio originale del datore di lavoro; conferma sempre orario esatto, preavviso e durata del periodo di prova con Union Bancaire Privée durante il colloquio, perché questi dettagli possono variare anche all'interno della stessa categoria contrattuale.
Serve un permesso da frontaliere per un ruolo nel canton Ginevra?
I residenti UE/AELS nella zona di frontiera del paese confinante con il canton Ginevra possono richiedere il Permesso G; il datore di lavoro svizzero lo presenta all'ufficio della migrazione di quel canton dopo la firma del contratto. Regole sulla zona di frontiera e tempi di lavorazione variano per paese confinante e canton — verifica i dettagli con l'ufficio della migrazione del canton Ginevra o con HR durante il colloquio.
Come mi candido a questa posizione presso Union Bancaire Privée?
Usa il pulsante "Candidati ora" in questa pagina — rimanda direttamente all'annuncio originale di Union Bancaire Privée su iaadtu.fa.ocs.oraclecloud.eu, quindi la tua candidatura arriva direttamente nel sistema di gestione candidature del datore di lavoro. Frontaliere Ticino non raccoglie né inoltra candidature in proprio.
