Tax Product Specialist

Beschreibung:

Mission
As "Tax Product Specialist / Manager" your mission is to promote and raise awareness with regard to tax-suitable investments vis-à-vis clients, bankers and assistants, portfolio managers, investment advisors and other stakeholders within the Bank.
As first point of contact and subject matter expert within the Bank on the tax treatment of investments and financial products for international clients, you are in contact and collaborate with departments with the Bank as well as interact with external tax firms and tax data providers.
You will prepare and give internal presentations and trainings and continuously update a range of tax matrix overviews on tax suitable investments for the main jurisdictions of our international clientele, including the preparation of adequate material for internal DPM and Investment Advisory use.
Strengthen UBP's capacity to act as investment manager / asset manager including the after-tax performance scope in key markets and key booking centers.
Assist with bankers / front staff any clients' requests and coordinate and further the implementation of tax suitable investments solutions.

Main responsibilities
* Reply to queries from clients, bankers, investment advisors, portfolio managers and other stakeholders within Bank, regarding the tax treatment of investments and financial products as well as related tax aspects
* Together with the banker, participate in client meetings and reply to clients' queries and explain tax suitability with regard to clients' investments
* Develop a range of tax matrix overviews on tax suitable investments for the main jurisdictions of our international clientele, including preparing adequate material for internal DPM and Investment Advisory use
* Ensure a high level of tax knowledge, expertise and technical background, in particular on dedicated markets/jurisdictions
* Upon request, provide guidance on tax product treatment and share any relevant documentation on tax suitable investments and solutions
* Work closely with any relevant inhouse stakeholder/s on tax product treatment and related issues
* Carry out first-level checks as to tax product treatment and consult with internal and external experts as and when appropriate
* Attend the Bank's mandatory in-house training sessions and, where applicable, external courses upon the Bank's request

Your Profile
* Profound knowledge of financial products, encompassing their mathematical, legal, and economic dimensions
* In-depth expertise in taxation principles and their practical application
* Strong grasp of fundamental legal concepts related to financial products, taxation, and client-specific circumstances
* Allround knowledge of areas closely linked with tax suitability, such as banking operations, withholding taxes and their reclaim, analysis of tax statements, tax compliance and working with different IT systems
* Completed Bank apprenticeship, CFC "Employé de Commerce", Tax Operations diploma or recent graduated from university
* Between five (5) to ten (10) years' working experience in tax operations and/or tax product treatment services or in a big 4
* Ability to work under pressure, flexibility, self-motivated
* Strong analytical skills, problem-solving and hands-on mentality
* Highly service driven and client result oriented
* Team spirit, together with an independent working style
* An organized approach to work and a high level of attention to detail
* Very good verbal and written communication
* Fluent in English / French, any other language an asset

* Others
* Swiss Residence

Core Competencies : Adherence to the company's values: Dedication, Conviction, Agility and Responsibility - Compliance with regulations and internal directives