Provide support to the Bank Investments team and the wider PBWM investments proposition globally. Key initiatives include private funds, structured products, derivatives, discretionary portfolio management, hedge funds, advice and direct investments.
Act as a trusted advisor and deliver expert legal advice in relation to the laws and regulations across all investment product sets as well as Swiss ESG regulation.
Be an active member of the PBWM Legal Investments team who are the primary legal coverage for Investments Products. Provide assistance with cross-platform projects as required, create consistencies/efficiencies across the investment product space and engage on investment regulatory projects impacting not only the bank, but also the wider PBWM business;
Support cross-border questions that arise from the global nature of Bank\\\'s clients. Provide analysis of cross-border risks associated with the offer, sale and placement of securities as well as the provision of advice and other services;
Be the primary contact in the bank for all investment legal queries. Help the bank, Head of Legal manage legal risk and build a consistently excellent legal function. Represent Legal at governance forums as required;
Provide a best in class legal service that enables the PBWM business to deliver on their objectives, whilst effectively managing legal risk and ensuring good outcomes for PBWM clients;
Provide input to the strategy and delivery of initiatives both within the Bank Legal team, but also the wider PBWM Legal function and Private Bank businesses;
Have good working knowledge of ESG regulation and manage the legal side of ESG regulatory implementation for the bank. Advise the bank on ESG strategy (working with the bank ESG teams); and
Work collaboratively with members of the PBWM Investment Legal team, the wider Legal function, the PBWM business and other infrastructure functions to:
assist with the development of new products;
work cross-jurisdiction to solve for legal issues in various PBWM booking platforms; and
provide input to new and existing policies and procedures to ensure that any changes to processes are within the permitted legal and regulatory framework
Profile
Experience in a similar role within a Swiss private bank or a law firm
Ideally a Swiss-qualified lawyer
Strong experience in investments products and services
Proven technical expertise in financial services regulation with the ability to work across a broad set of products and services, and sensitivity to the issues presented by a private banking business
Capacity to work under pressure
Proficient in working within a team environment and independently
Good communication and customer service skills
Positive and can-do attitude
Fluent in English and French (written and spoken), other languages a plus