IPB Deposit and Custody Analyst

Introductory marketing language 

Join a team that sits at the heart of client cash and safekeeping, shaping how we deliver deposits and custody solutions across our Private Bank. You’ll help advisors serve clients with precision, control and speed—while building capabilities that scale. This role blends client impact with operational excellence and product innovation. If you’re energized by ownership, collaboration and a high‑trust culture, this is a place to grow. Bring your curiosity and make a measurable difference.

Job summary 

As a Deposit and Custody Analyst in Private Bank Deposits and Custody, you support advisors and clients by delivering dependable deposit and custody solutions that help clients meet their goals. You will run day‑to‑day activities for our Geneva platform, keep transactions accurate and controlled, and partner across product, operations and external providers. We work with care, pace and integrity, and we value inclusive, transparent collaboration. Together, we turn strong execution into better client outcomes.

Job responsibilities

• Support advisors with deposit and custody solutions for clients and prospects


• Build and maintain client‑ready pitchbooks and briefing materials


• Partner with product teams to test features and confirm rollout readiness


• Monitor and approve deposit trades in the order management system


• Liaise with external providers to coordinate fiduciary trade execution


• Review and approve deposit breakages and fiduciary fee exceptions


• Review and approve custody fee exception requests with proper controls


• Execute daily rate uploads and implement timely rate changes


• Perform controls and audit testing across the Swiss platform


• Close control findings and maintain clear documentation standards


• Investigate and resolve errors, escalating issues when needed


• Contribute to ad-hoc initiatives

Required qualifications, capabilities, and skills

• Prior 1-3 years’ experience in private banking with exposure to deposits or custody preferable


• Working knowledge of financial markets and interest rate drivers


• Strong attention to detail with excellent time management and organization


• Proficiency in Microsoft Office and ability to produce client‑ready materials


• Fluency in English with clear, professional written and verbal communication


• Ability to collaborate across advisors, product, operations and external providers


• Problem‑solving mindset with accountability for outcomes


• Commitment to an inclusive culture and respect for diverse perspectives

Preferred qualifications, capabilities, and skills

• Proficiency with Tableau, Python or Alteryx for reporting and analytics


• Strong presentation skills for advisor briefings and client meetings


• Experience contributing to cross‑functional projects and process improvements