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Consolidation and Cash Management Officer FR / ENG 100% (m / f), Genève
Client:
Our client is a well-established multi-family office and wealth manager in Geneva.
Location:
Genève
Job Category:
Other
Job Reference:
f6b5a85824e1
Job Views:
6
Posted:
03.03.2025
Expiry Date:
17.04.2025
Job Description:
Responsibilities include:
1. Integration within the structure;
2. Monitoring client cash balances;
3. Maintaining and improving reconciliations through the PMS - Portfolio Management System;
4. Preparing all reports for HNWI / UHNWI clients;
5. Assisting the management with portfolio management orders, performance reports, investment proposals, and different allocations;
6. Assisting the portfolio managers in various tasks and the Relationship Manager;
7. Reporting to the Management;
8. Linking with other internal departments;
9. Participation in the day-to-day office activities.
Requirements:
1. Graduated from a Master in Finance or Economics or equivalent;
2. Profile with two to five years of experience in operations in the banking industry or related companies (Family offices, IAM, etc.);
3. Experience in operations, cash processing, and rebalancing, supporting Portfolio managers;
4. Good knowledge of MS Office, banking systems, and PMS - Portfolio Management Systems;
5. Fluent in French and English; other languages are an asset;
6. Available as soon as possible or to be defined.
Our client offers a 100% permanent contract within a growing, qualitative, and long-term environment.
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