Nouveau Mandat: Responsable du Département Juridique

Nous avons été mandatés par une banque Suisse de renom, pour la recherche de leur Responsable Juridique

Le périmètre d’activité du Responsable du département juridique

Le périmètre d’activité du responsable du département juridique englobe l’ensemble du Groupe, c’est-à-dire la maison mère, et ses filiales. De ce fait, il est confronté à des problématiques juridiques d’un grand nombre de métiers bancaires (retail banking, private banking, banque des entreprises, des communes, Trade finance, Asset management pour les caisses de pensions, activités interbancaires, salle de marché).

Les missions et activités du Responsable du département juridique

Le Responsable du département juridique gère un département d’environ 15 collaborateurs dont les tâches spécifiques sont notamment les suivantes :

  • Contribution à la veille et à l’information sur l’évolution de l'environnement juridique et réglementaire suisse et international.
  • Rédaction de prises de position sur l’évolution du cadre juridique et réglementaire.
  • Participation à des commissions juridiques
  • Collaboration à la mise à jour des documents régissant le fonctionnement interne de la banque.
  • Collaboration à l’évolution des documents contractuels.
  • Conseils à la ligne dans l’exercice quotidien de son activité.
  • Suivi des dossiers d'enquêtes et d’entraides pénales et administratives.
  • Suivi de litiges devant les tribunaux.
  • Support dans le cadre de la détection et de la clarification des relations et transactions à risque accru de blanchiment de capitaux.
  • Intervention dans les réclamations de clients nécessitant une réponse juridique.
  • Assistance et conseils aux filiales de la Banque.

Expérience et compétences requises

  • Formation : étude de droit en Suisse, idéalement brevet d’avocat suisse.
  • Compétences techniques : excellentes connaissances en droit bancaire suisse, particulièrement dans les domaines touchant le PB on-shore, le segment des entreprises, l’interbancaire ainsi que les institutions de droit public. Bonnes connaissances en fiscalité internationale.
  • Expérience : solide expérience dans une banque universelle ayant une forte implication sur le marché suisse ou dans une grande étude principalement active dans le secteur bancaire suisse.
  • Compétences linguistiques : français, anglais, allemand (parlé et écrit).
Si vous correspondez au profil décrit ci-dessus ou souhaitez d'avantages d'informations, n'hésitez pas à nous contacter à info@brodardsearch.com

 

New: Opportunity for a senior Private Banking Assistant

Senior Private Banking Assistant – Geneva !!!

 

One of our clients is looking for a Senior Private Banking Assistant

Your role…..

Assist Private Bankers in administration and management of day-today administration on client relationships (preparation of file notes, drafting of letters..) 

Respond in a timely and professional manner to client requests

Identifying opportunities to improve current procedures and ways of working

Support and monitors relationships with the clients, working alongside the Private Banker to ensure quality at all times

Ensure quality, accurate and timely execution of all client and administrative items and reporting all risks events and complaints

Act as the key contact point for clients dealing with day-to-day administration across the range of services and products

Perform daily operations and transactions on clients’accounts.

Your profile

Minimum 5 years experience in a Private Banking Assistant role 

Strong investment, fiduciary and banking product knowledge

Demonstrate integrity and adherence to compliance policies and procedures

English as mother tongue, proficient in French

Strong PC skills (Word, Excel, Power Point)

We regret that due to the high volume of applicants only shortlisted candidates will be contacted.

Please send your resume to info@brodardsearch.com and visit our website: www.brodardsearch.com

 

Opportunité pour un senior Product Specialist - Private Equity

Un de nos clients (Genève), est la recherche d’un Senior Product Specialist – Private Equity
 
Vos responsabilités

Etablissement de la stratégie commerciale

Développement des documents marketing ainsi que reporting
  
Mise en place de l’activité de conseil et d’aide à la clientèle

Veille concurrentielle
 
Votre profil

Diplôme universitaire ou équivalent

10 ans d’expérience dans le domaine financier dont 5 en private equity
 
Excellente maîtrise du français et de l’anglais

Capacité de travaille aussi bien de manière autonome qu’en équipe

Discret, fiable, ouvert d’esprit

 

Vous correspondez au profil décrit ci-dessus ? Alors n’hésitez  pas à nous faire parvenir votre dossier complet à info@brodardsearch.com


www.brodardsearch.com

Other interesting opportunities

The market seems to be moving a bit -)) 

These are some of the opportunities we are currently working on: 

  • Head of Risk
  • Head of Legal 
  • Senior Private Banking Assistant English / Arabic
  • Private Banking Assistant Russian / English (for an IAM department) 
  • Wealth Planners 
  • IT Manager
  • and many others .....
If you are interested, please feel free to contact us info@brodardsearch.com - www.brodardsearch.com

New opportunity in Geneva: Marketing - Communications Manager

One of our clients a prestigious Bank in Geneva is looking for Marketing communications Manager  

Your will be responsible for

Strategy and planning (20%)

Develop marketing strategy and communications plan for Switzerland based on client and business requirements in order to meet the stated business objective
Produce a detailed activity/communications plan working in conjunction with external agencies and other business partners 
Proactively gather innovative ideas for the communications strategy that will support the brand positioning.
Explore opportunities to engage clients from focus and future segments.
Explore opportunities to create marketing alliances to enhance communication activity and complement proposition.
Ensure the Marketing function plays a value-added and proactive role within the group thus enhancing its reputation and presence.

Marketing & Communications implementation (50%)

Determine most appropriate Marketing Communications strategy for customer segments
Ensure the Marketing Communications Strategy helps deliver the business and marketing objectives such as build brand awareness, increase new customer recruitment and net new assets, etc– through all elements of the marketing communications mix (advertising, events, PR, sponsorship, direct mail, e-marketing, etc).
Effective and confident stakeholder management
Managing client events for the segment
Evaluate impact of events delivered 
Work directly with external agencies as well as the Brand team to deliver advertising and sponsorship against communications plan - look for new opportunities and evaluate impact. 
Work with Wealth PR and the business to deliver IPB -specific PR on a reactive and proactive basis.
Ensure effective cost management
Ensure adherence to regulatory and the bank brand compliance policy and Governance aspects of all client-facing material by working closely with Risk and Compliance 
Ensure marketing literature is relevant, compelling and up-to-date for local teams.
Ensure the content on the Swiss internet and intranet pages fit for purpose for relevant business and teams you support.

Leadership & Teamwork (20%)

Work closely with the marketing manager to design a pan Marketing plan.
Manage relationships with internal business partners – Wealth Events, Wealth PR and central branding.
Support the Bank’s Social Responsibility agenda and bring it to life internally and externally.

Academic and professional qualifications

University degree in relevant field (marketing, brand management, economics, business administration, etc…)
Experience in a comparable position with understanding of the banking environment, preferably in private banking or wealth management
Evidence of experience of delivering client communications material (e.g. advertising, events, PR, conferences and exhibitions, sponsorships and sales support collateral etc).
Marketing communications strategy design and implementation using all elements of the marketing communications mix
International mindset & team player
Strategy and planning

Language skills
Fluent in English, German and French (an asset)  

If you are interested or need more information on this position, please contact Brodard Executive Search : info@brodardsearch.com and visit our website: www.brodardsearch.com

Monday Post from Michael Shevlin: Keeping Perky

I remember when my father got paid (cue violin music) with a little, brown envelope once a week, stuffed with crisp (literally ironed) £20 notes. He'd count out money for bills and groceries, put a little aside for savings and blow the rest down the pub or at the bookies. There was nothing extra. There were no perks.

The word perk comes from the word perquisite, which is an old word describing something due because of privilege; normally to do with royalty. We have come a long when we now expect to be treated like royalty but today's job postings are veritable menus of added extras, enticements and incentives. Getting a pay cheque at the end of the month is not enough anymore, we want extras

Main perks:

Pension Most people would be shocked if their employer didn't offer them a stake in a company pension scheme. Being part of a corporate pension scheme is a huge benefit and the increased buying power and investment potential of all that collective money means that your retirement should be a soft landing. But it is a golden handcuff and most people working in the modern age will find they have collected three or four corporate pensions at the end of their working life and that collective buying power they were promised diminishes when you have a small stake in three or four of them.

Bonus In the upper echelons of banking some bonuses are the stuff of legend. People getting bonuses so large they could buy Tuscan villas, Ferraris or small Caribbean islands. But the real question is: if you expect a bonus every year, it's not really a bonus is it? It is more a lump sum of your salary given to you once a year so that you can buy big, heavy shiny things to show off with.

Healthcare & Dental I had private healthcare back in the UK. But in the UK, if you contract anything serious, you are treated by the NHS regardless and you might - because of your healthcare package  - get to stay in a swanky, private room to recuperate. So, as a perk it just felt like travelling business class when all they do is pull a nylon curtain between you and the great unwashed. But if you get free healthcare in the USA or Switzerland? Now you're talking. Healthcaee is very expensive in theses two countries and a corporate scheme that gives you entirely paid for (or massively subsidised) healthcare is a massive perk; an equivalent of a pay rise. If you get your family covered as well? I'd work for the devil himself if that was put on the table.

Company Car I have never had a company car. I had a bicycle voucher...and a free train pass...and I was even offered membership of a carpool scheme. But I know people who have and to a certain extent it is a measure of prestige, status and pride. Some people revel in parking their over-engineered über-wagons in the company car park and seeing the envy on people's faces when they hear the heavy thunk of Bavarian steel closing on enough cowhide to clothe a chapter of Hells Angels. But others opt out and decide that they could use the contribution, instead, to pay for a station-wagon...or a holiday...or a new bathroom. That makes a certain kind of statement as well.

Perks?:

Business Class Air Travel As a perk this is becoming rarer as it is so expensive but in my experience, travelling for work is not always pleasant. I have known people to fly for nearly 18 hours for a three hour meeting...or to fly somewhere, have a meeting in the airport lounge, and return on the exact plane they arrived in...and I have flown somewhere, they cancelled the meeting, and I had to fly back again to attend another meeting...that was subsequently cancelled. I think that if companies expect their employees to sacrifice their own time travelling they should at least allow them to travel in comfort (BTW, I never got to fly business - bitter? Moi? Oh yes.)

Mobile phone / Blackberry Is this a perk? Really? Being available all day, every day? Constantly being aware of emails? It's an umbilical cord back to work and I regard it as a measure of how fast we all need responses to questions that sometimes need deliberation, rather than a perk.

Subsided Canteen I worked somewhere where the canteen that was free...and the food was fantastic. But I ended up gorging myself and having to use the next perk on the list more than I liked. In my opinion I think your employer should give you a basic lunch. I'm not expecting a wild boar with an apple in it's mouth everyday, but a sandwich and an apple would be okay by me. But paying to eat in the company canteen? Subsidised or not that seems a bit tight.

Gym Membership I went to HR once and said that I hated gyms; they made me feel like a hamster on a wheel and besides I hated running and watching MTV at the same time - it lowered my IQ. So I suggested that they could, instead, give me the money they would have paid towards my gym membership so I could buy butter, beer and cigarettes. They refused.

Perks are great if you work your entire life for the company and they are based in the USA or Switzerland and you like to drive a swanky car. But most people only get perks by changing jobs and perks are seen - by many - as bargaining chips; a way for companies to offer attractive packages to desirable employees without destroying their pay structure and altering their balance sheets adversely....and by employees as a way of getting paid a higher salary in a lateral way.

Ultimately they are an indicator that companies - and individuals - are expected to take responsibility for more of the things that the state was once supposed to. They are a sign of the times - of individualism - and in a way that is quite a sad measure of global society; that the onus on an individual's (and their family's) prosperity, health and future is dictated by what package his or her company offers them.

But next time you're at the bargaining table and they offer you all of the above? Forget the last paragraph and play poker like the best.

Michael Shevlin

Cars

Are you looking for a new career opportunity?

 These are some of the positions we are currently working on... 

          Senior Risk Manager - Switzerland 

          Head of Legal / Banking experience required  - Switzerland 

          Senior Internal auditor - Switzerland 

          CEO for a Swiss bank in Singapore 

For more information regarding these opportunities or others, please contact us on executive@brodardsearch.com

Thank you  and have a great week!

www.brodardsearch.com 

Lausanne - Geneva - Bahrain

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Monday post....What Time do You Call This?

Watches
Setting your alarm clock on a Sunday night is the work equivalent of taking down your Christmas decorations. The mere fact of engaging the alarm clock officially gets most us back into 'work mode.'

Some people's day starts at 8.00am or even 7.00am. Most people start at 9.00am. Depending upon the company you can then expect to work through until 5.00pm of even 6.00pm. It largely depends upon your contract and what the company states within that to be an acceptable working day.

But is that right?

As many of you know by now I used to work within the sequined bordered world of the media and work practices - especially if you are a creative - were very different. I worked in differing environments; for small companies and large companies and they all had different rules and attitudes towards time-keeping (what many of you won't know that I am absolutely, most definitely not a morning person. I officially have my mental screen-saver on until at least 10.00am and need jet-fuel injections of caffeine just to get operational.)

In one company we had to (card-carrying, tousle-haired creatives as well) be through the door at 9.00am; no excuses, no exceptions and no sympathy. But, in London it was sometimes tricky to be on time as the Underground sometimes has a casual relationship with punctuality and we were only allowed a late start if we worked late...which we frequently did. It was law that we appear at 9.00am but our quitting time was anywhere between 6.00pm and...well sometimes i didn't even leave the office. At least I was on time the next morning.

I worked in another studio where it was relaxed to the point of ridiculous and we were encouraged to arrive at 10.00am - but it was no big deal if we were late - and work until...whenever. If the project was pressing then we were expected to put the hours in, but it was never enforced. It was like being in a episode of Scooby-Doo.

Finally I worked somewhere where we had to be in at 9.00am or we were taken aside and given a stern talking to. If we continued to be late then we would receive a formalized verbal warning...and so it would go on. We all found it to be quite draconian and almost without thinking about it became clock watchers and would leave the office at 5.30pm on the dot. Project be damned! We left the office looking like a modern day Pompeii.

So, which is the best attitude towards time-keeping?

The thing is is that time-keeping is about respect - mutual respect. Firstly, as an individual you have to respect your company's rules - they pay you, after all - and if they expect you to be in at 9.00am then that when you must turn up. If you consistently arrive to the office late then that appears as if you do not respect your company or it’s work practices. 

Likewise, there are times when you need to finish a project and that sometimes requires you to work very late or even at the weekend. If your company does not give you leeway because of this or give you a bit of extra time off then that appears as if the company doesn't respect you

Like any relationship there needs to be give and take. When I managed a department I was pretty loose and free about timekeeping and would not enforce it too severely. Because of this, when we were busy, my team would go the extra mile with the inherent understanding that what comes around goes around - and I never had to ask anyone to work late, they just did.

When time-keeping was rigorously enforced the attitude of my team changed and I had to twist their arms to get them to work late - mainly because they were disciplined for arriving late in the mornings - and the way that I got back their support was by organizing a production ‘breakfast’ meeting at 9.00am everyday. 

Ultimately, everyone does need to be in the office at the same time; it’s just easier that way. But sometimes all of the petty obsession with people being a few minutes late in the morning loses sight of the bigger picture: that whenever the day starts the most important thing is the work itself. As long as projects are completed on time and on budget by happy staff - surely that is the most important thing

Michael Shevlin

 

 

New opportunity for an Investment Advisor!

One of our clients is looking for an Investment Advisor (Spanish/Portuguese/English)

Your responsibilities

• Following developments in the financial markets to maintain an understanding of both current and anticipated trends and how they might affect investment policies and strategies
• Providing proactive advice to clients and client advisors, based on the company investment policy, and supporting them in the implementation of appropriate investment products and strategies that maximise the performance of their portfolios, which are consistent with the client's investment objectives and profile
• The ongoing monitoring of client portfolios 
• The execution, confirmation and reporting of client trades
• Maintaining up-to-date client records and supporting documentation to ensure the adherence to agreed investment mandate objectives, compliance requirements and trading prodecures.

Your profile

• Banking or investment education with a CFA, CFPI or equivalent
• 5-10 years experience in Portfolio Management, Investment Advisory or as a Client Advisor
• Excellent knowledge of Spanish and English required
• Excellent knowledge of Portuguese nice to have
• Strong analytical, organisational and technical skills
• Strong client relationship skills and an ability to understand client investment needs and objectives
• Self-directed, proactive and reliable
• Thorough and self-motivated individual with excellent communication skills

If you are interested, please send your resume to info@brodardsearch.com 

Nouvelle opportunité pour un Wealth Planner

Un de nos clients est à la recherche d’un(e) Wealth Planner (spécialiste successions),

Vos responsabilités:

Vous conseillez des personnes physiques fortunées pour les questions de droits matrimonial et successoral dans toutes les facettes du Wealth Planning. Vous soumettez des solutions complètes aux clients, élaborées selon leurs besoins.
Vous établissez et entretenez votre réseau de relations avec les conseillers à la clientèle. Vous travaillez dans l'interdisciplinarité avec des spécialistes en crédits, en investissements et en assurances. Vous soutenez des actions de formation avec votre savoir de spécialiste. 
En outre, vous soutenez des conseillers à la clientèle aussi bien dans le développement de la clientèle que dans l'après-vente. De plus, vous conduisez des manifestations de marketing et des road-shows.

Votre profil:

Parcours juridique dans une Haute Ecole, le brevet de notaire ou d'avocat étant un plus
Connaissances fondées dans le domaine de la planification successorale
une connaissance dans les domaines du droit fiscal et des assurances sociales et de la planification financière pour les personnes  physiques
la connaissance des investissements financiers et des produits d'assurance vie est un atout
une capacité à donner des présentations convaincantes devant un large public
des capacités de communication
une parfaite maîtrise du français et de l'anglais, l'allemand ou une autre langue serait un atout.

Merci de nous faire parvernir vos cvs à info@brodardsearch.com