Cross Investment Solutions Assistant – M/F/D

Job description

Société Générale Private Banking, the wealth management arm of Société Générale, is operational in 11 countries across the globe. Société Générale Private Banking Suisse SA, is part of the SGPB network based in Switzerland and offers wealth management solutions to high net worth individuals. SGPB Suisse is offering comprises global expertise in international wealth planning as well as in a wide range of investment solutions.

Main Mission:

Within the Wealth Management Solutions department, you will be in charge of monitoring transactions for advisory and discretionary mandates in line with all upcoming regulatory obligations regarding LSFIN. You must ensure that all transactions are executed only after a defined set of controls.

             This role will be to support the Front officers in the execution of these regulatory duties, as well as performing second level controls on these activities. Being part of the Cross Investment Solutions team, your daily tasks will also be extended to back up and assistance with other control tasks (control of account under management, specific credit controls).

Tasks and responsibilities:

·  Assist the Investment Managers with the execution of regulatory controls on advisory mandates
·  Execute daily checks on the compliance of transactions (Suitability and Appropriateness) in line with LSFIN regulation
·  Follow-up on anomalies (transactions performed without appropriate controls)
·  Produce dashboards to the attention of senior managers on the compliance of transactions and reports
·  Coordinate/Ensure the maintenance of the LSFIN controls and reporting platform
·  Assist in maintain the product database used for the calculation of risk metrics
·  Assist with the calculation of risk metrics of existing portfolios and investment proposals

Profile required

Studies and experience:

·  Master’s degree in economics, finance/banking or relative field
·  A first experience as part of a control/risk monitoring team is an advantage

Language skills:

·  Fluency in French and English is mandatory
·  Other languages are a plus

Technical, operational and soft skills:

·  Advanced knowledge of query language (SQL) and able to understand database table relationships
·  Advanced knowledge in VBA programing (any other language is considered an advantage such as Python)
·  Excellent knowledge of the Microsoft Pack Office (Word, Excel, Power Point). Tests will be performed during the interview
·  Good understanding of risk metrics (VaR, expected shortfall) and all financial products including derivatives and structured products
·  Autonomous, rigorous, and a can do-attitude is paramount for the position

Why join us

          Société Générale Switzerland is a multi-category bank offering every employee the possibility to have several careers in a professional career path. Internal mobility and training are two core areas we focus on, in a dynamic, prosperous and evolving context.

            As soon as you arrive, you will be integrated into our teams and will learn every day alongside our experts, who will support you in your tasks. Gradually, you will become more independent in your projects, making this experience a real career accelerator. You will also discover all the diversity of our businesses, in a sector that is constantly evolving and innovating. At the end of your studies, various opportunities could be offered to you, in Switzerland and abroad.

Business insight

At Société Générale, we are convinced that people are drivers of change, and that the world of tomorrow will be shaped by all their initiatives, from the smallest to the most ambitious.

Whether you’re joining us for a period of months, years or your entire career, together we can have a positive impact on the future. Creating, daring, innovating and taking action are part of our DNA.

If you too want to be directly involved, grow in a stimulating and caring environment, feel useful on a daily basis and develop or strengthen your expertise, you will feel right at home with us!

Still hesitating?

You should know that our employees can dedicate several days per year to solidarity actions during their working hours, including sponsoring people struggling with their orientation or professional integration, participating in the financial education of young apprentices, and sharing their skills with charities. There are many ways to get involved.

We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents , regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.

Reference: 22000YQ7
Entity: Société Générale Private Banking
Starting date: immediate
Publication date: 2022/12/13