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Finance Experience Certificate

Finance Experience Certificate Template for Switzerland

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Key Requirements PROMPT example:

Finance Experience Certificate

"I need a Finance Experience Certificate for a Senior Portfolio Manager who will complete their role on March 15, 2025, with emphasis on regulatory compliance activities and management of CHF 500M+ portfolios, to be used for FINMA registration."

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Document background
The Finance Experience Certificate is a crucial document in the Swiss financial sector, issued to professionals upon completion of their employment or upon request during their tenure. It serves multiple purposes including job applications, regulatory compliance, and professional accreditation. The certificate is governed by Swiss employment law, particularly Article 330a of the Swiss Code of Obligations, which mandates employers to provide detailed, truthful work certificates. This document typically includes comprehensive information about the employee's role, responsibilities, performance, and compliance with financial regulations, making it particularly valuable for career advancement in regulated financial institutions and for meeting regulatory requirements.
Suggested Sections

1. Letterhead and Date: Official company letterhead with full contact details and date of issuance

2. Employee Information: Full name, date of birth, nationality, and other relevant identifying information of the employee

3. Employment Period: Precise dates of employment duration, including start and end dates

4. Position and Role: Official job titles held and primary responsibilities

5. Department Details: Specific department(s) or business unit(s) where the employee worked

6. Core Responsibilities: Detailed description of main duties, projects, and achievements

7. Authentication: Official signatures, company stamp, and any required legal validations

Optional Sections

1. Performance Assessment: Brief evaluation of work quality and performance (used when specifically requested and permitted by local practice)

2. Regulatory Compliance: Specific mention of regulatory certifications or compliance responsibilities (used for regulated roles)

3. Special Projects: Details of significant projects or initiatives (used when relevant to future employment)

4. Language Skills: Confirmation of language abilities used in professional context (used when relevant for international roles)

5. Reason for Departure: If mutually agreed, statement about why the employment ended (used when both parties agree to include this)

Suggested Schedules

1. Detailed Role Description: Comprehensive breakdown of responsibilities and achievements

2. Regulatory Certifications: Copies or lists of relevant financial sector certifications and qualifications

3. Project Portfolio: Summary of key projects handled during employment period

4. Training Record: List of completed professional training and development programs

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant Industries

Banking

Investment Management

Insurance

Financial Technology

Wealth Management

Corporate Finance

Asset Management

Risk Management

Financial Consulting

Private Banking

Regulatory Compliance

Financial Services

Relevant Teams

Finance

Treasury

Risk Management

Compliance

Investment Banking

Wealth Management

Portfolio Management

Financial Control

Regulatory Affairs

Trading

Asset Management

Credit Analysis

Financial Planning

Corporate Finance

Relevant Roles

Financial Analyst

Investment Banker

Portfolio Manager

Risk Manager

Compliance Officer

Wealth Manager

Private Banker

Treasury Manager

Fund Manager

Financial Controller

Credit Analyst

Investment Advisor

Trading Manager

Financial Director

Chief Financial Officer

Regulatory Affairs Manager

Industries
Swiss Code of Obligations (OR) Art. 330a: Fundamental law governing employment certificates in Switzerland, requiring employers to provide detailed, truthful work certificates upon request
Federal Act on Data Protection (FADP): Governs the handling and protection of personal data in certificates, ensuring compliance with Swiss privacy laws
Swiss Banking Act (BA): Relevant for financial sector employment documentation and verification of banking experience
FINMA Circular 2008/21: Guidelines on operational risks in banking, including documentation requirements for employee qualifications and experience
Federal Act on the Prevention of Money Laundering (AMLA): Relevant for documenting compliance and anti-money laundering experience in financial sector roles
Swiss Civil Code Art. 2: Principle of good faith applicable to the issuance of employment certificates
Federal Act on Financial Market Infrastructures (FMIA): Relevant for documenting experience with financial market operations and compliance
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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