Karriere und Ausbildung Vacancies
Offene Stelle :
Operations and Tax Manager
Zweigstelle :
Eintrittsdatum :
Arbeitszeit :
Domain :

Operations and Tax Manager


Union Bancaire Privée (UBP) was founded in 1969 by Edgar de Picciotto, whose vision from the outset was to offer investors an astute and innovative wealth management service. With assets under management of CHF 147.4 billion as at the end of 2020 and a professional, global workforce of around 1,800 people, UBP is a major player in Switzerland’s wealth-management industry. Headquartered in Geneva, the Bank has over twenty locations in key economic and financial hubs worldwide, enabling it to combine global expertise with local know-how.





Main responsibilities

Operational Support

Responsible for system trade input and/or trade verification

Supporting the delivery of various projects within the business to assist with the delivery of UBP Jersey Branch strategic goals and business growth.  These may include projects in connection with business process enhancements, system enhancements and corporate governance   

Tax Reporting

Responsible for reviewing the tax reporting for clients and the relevant tax submissions (CRS, FATCA, QI) for the Branch.  This will include plausibility checks of clients’ self certs and W8/W9 and any double taxation requests. 

Responsible for the review, sign off and upload of the Branches tax submissions and QI status requirements.

Other duties & Responsibilities:

Act as a back-up of the other members of the team



  • Education: Bachelor Degree
  • Technical skills: PC literate (MS Word, Excel and Access)


  • Years of experience: 3-7 : intermediate
  • Experience required: Hands on experience of tax reporting and trade input
  • Experience in private banking: N/A


  • English: Mother Tongue

Personal skills

  • Swiss resident: N/A

Strong analytical and problem-solving skills Good organisation skills and being able to work to deadlines Ability to work independently and on occasion under pressure to analyse information, research possible options and pro-vide logical recommendations Good interpersonal skills and oral and written communication skills

Zurück zur Liste Online-Bewerbung

Portal für Online-Bewerbungen – Richtlinien für den Umgang mit personenbezogenen Informationen potenzieller Kandidaten/innen

Das System für Online-Bewerbungen (nachfolgend das «Online-Bewerbungsportal» oder «Portal») der Union Bancaire Privée, UBP SA, (nachfolgend «die UBP») wird von unserem Hauptsitz in Genf aus gemäss schweizerischem Recht, namentlich den Datenschutz betreffend, sowie auf der Grundlage nachfolgender Grundsätze betrieben. Es ermöglicht allen Personen (nachfolgend «die Kandidaten/innen»), Bewerbungen zu den im Online-Bewerbungsportal ausgeschriebenen offenen Stellen sowie Spontanbewerbungen einzureichen. Davon ausgenommen sind Personalvermittlungsunternehmen und Headhunters.

Discover UBP

Leitwerte und Unternehmenskultur

Das Engagement der Mitarbeitenden der UBP steht für eine einmalige Unternehmenskultur. Die Leitwerte ihres Gründers und seiner Familie prägen die Bank.

Corporate 28.08.2023

Helping young talents inspire others

UBP is pleased to announce the sponsorship of a young dressage rider as part of its commitment to forwarding the careers of the young generation.


Sign up to receive UBP’s latest news & investment insights directly in your inbox

Click and enter your email address to subscribe