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Operations and Tax Manager
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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

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Il presente sistema di reclutamento online (di seguito «portale e-Recruitment» o «portale») è utilizzato dalla sede di Ginevra di Union Bancaire Privée, UBP SA (di seguito «UBP») in ottemperanza alla legislazione svizzera, in particolare in materia di protezione dei dati, e ai principi enunciati di seguito. Il portale e-Recruitment consente a chiunque (di seguito il «candidato»), esclusi i consulenti per il reclutamento di personale e gli headhunter, di trasmettere candidature relative a posti vacanti pubblicati nel portale o candidature spontanee.

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