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Head of Institutional Client Onboarding & Rebate Management

Company:
Union Bancaire Privee
Location:
Geneva, Switzerland
Posted:
April 26, 2024
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Description:

Oversight of Global Distribution Network:

Negotiate and manage retrocession and distribution agreements with external partners.

Validate and implement agreed terms in systems accurately.

Review periodically agreements, distribution strategies and associated processes to identify opportunities for optimization.

Ensure compliance with internal and external regulations and policies throughout the distribution network.

Financial Management and Reconciliation:

Calculate and ensure the accuracy of accounting provisions in cooperation with Group Finance.

Perform reconciliations and controls to ensure accuracy and completeness of retrocessions.

Process retrocession payments accurately and on schedule.

Performance Monitoring and Reporting:

Report on key performance indicators such as sales volume and profitability.

Conduct periodic reviews of retrocession agreements and distribution strategies to identify optimization opportunities.

Contribute to ad-hoc assignements and projects within the Asset Management Institutional Client Service team.

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