Base állások, munkák elemző, tanácsadó kategóriában

Own data quality and integrity for Group-level asset and market optimization, proactively challenging constraints that limit production, market supply and value creation...

• Support and prepare strategic decision-making,
• Evaluate retail investment projects,
• Collaborate with finance, pricing, legal, and tax teams,
• Streamline processes and improve collaborations,
• Ensure budget justification and approval,
• Assess projects and prepare contracts.

• Ensure accurate and standardized documentation of business processes and process management assets
• Focus on how work is performed across the organization, driving consistency and efficiency
• Apply and promote process management methodologies, tools, and best practices

Trust Officer A highly respected, international fiduciary services firm in Geneva is offering a rare opportunity to join a close-knit, low-turnover office known for discretion, integrity, and high-quality client service. The team manages a carefully curated portfolio of ultra-high-net-worth...

• Review and analyze client portfolios from a suitability risk perspective
• Ongoing monitoring and assessment of clients, their wealth and sophistication vs. their products and portfolios with GS
• Ensure record keeping requirements are adhered to by advisors from a quality and completeness perspective

• Review and analyze client portfolios from a suitability risk perspective
• Ongoing monitoring and assessment of clients, their wealth and sophistication vs. their products and portfolios with GS
• Ensure record keeping requirements are adhered to by advisors from a quality and completeness perspective

• Assist in the development of strategic plans for individual clients, outlining a service plan and cross selling opportunities, and prospects
• Partner with team members to coordinate prospect pitches, product presentations, and requests for proposal

• Assisting in the marketing, negotiation, placing and servicing of client accounts, working with people at all levels within the client’s organisation
• Creating and interpreting numerical and financial analysis
• Helping to structure, place and service transactions, including drafting contracts

• Providing advisory support to the business including Global Banking, commodities, asset management and private wealth management business lines
• Supporting the oversight and review of group-wide VAT compliance for Germany and across EMEA where returns are prepared by an outsourced provider

Proactive audit management: manage external audit engagements from planning to reporting, ensuring timely and high-quality deliverables...

Product specialist - Private Markets Job Description The Client Solutions and Product Management team acts as a key linkage between the private markets investment management teams and relationship managers in driving LGT CP's fundraises and customized client solutions. The role's responsibilities...

You are the primary point of contact for all tax-related questions within the group and collaborate closely across departments with Management, Accounting, Controlling, and others....