Junior Suitability Expert

Bank J. Safra Sarasin AG; Basel; Vor Ort; CHF 80’000 - 100’000; Vollzeit

Zusammenfassung

Join Bank J. Safra Sarasin as a Junior Suitability Expert, contributing to investor protection and the bank's suitability framework. Your role involves monitoring compliance and interaction with internal stakeholders in a dynamic environment. This position offers growth opportunities within a stable, family-owned bank promoting a spirited workplace.

Leistungen

Above average insurance coverage fully borne by the bank

Contribution to health insurance and meal allowance

Entrepreneurial spirit in a family-owned bank

Qualifikationen

• University degree in a relevant field or completed apprenticeship.
• Industry specific knowledge and experience interacting with front units are advantageous.
• Fluency in English required.

Aufgaben

• Act as subject matter expert for the suitability framework.
• Perform controls regarding adherence to suitability policies.
• Lead smaller change initiatives including business analysis and user acceptance testing.

Kenntnisse

Analytical skills

Problem-solving skills

Interpersonal skills

Microsoft Office skills

Fluency in English

Ausbildung

University degree in business, economics, law or information technology

Completed apprenticeship or similar education

Tools

Avaloq

Jobbeschreibung

Your Role

As Junior Suitability Expert at Bank J. Safra Sarasin you are an ambitious individual who is seeking to contribute to the Bank's success and provide permanent service to the Bank's front units on investor protection and suitability matters. You are passionate about ensuring effectiveness of the Bank's suitability framework by performing regular monitoring and control activities. You are eager to identify risks and propose ongoing improvement measures. The role involves high business exposure and offers an excellent opportunity for a dedicated specialist to actively contribute to the Bank's regulatory and compliance competency.

Your Responsibilities

• Act as a subject matter expert for the Bank's suitability framework incl. policies, processes, systems, and controls
• Perform controls regarding adherence to suitability policies
• Assume responsibility for suitability related tasks including daily management of requests from client relationship managers
• Identify, analyze and address system incidents and data quality issues
• Lead smaller change initiatives including business analysis, requirements specification, user acceptance testing, and roll-out communication
• Establish an effective working relationship and ensure on-going close interaction with Bank's front units in Switzerland and suitability experts in the Bank's international locations to raise awareness of suitability topics

Your Profile

• University degree in business, economics, law or information technology or completed apprenticeship or similar education
• Industry specific knowledge is required and practical experience in interaction with front units is an advantage
• Excellent Microsoft Office skills, knowledge in Avaloq is an advantage
• Strong analytical and problem solving skills
• Ability to work with various stakeholders and excellent interpersonal skills
• Strong work ethics, integrity and high level of accountability
• Hands-on mentality
• Fluency in English

Your Benefits

• Entrepreneurial spirit in a family owned bank
• Central city office locations across Switzerland
• Above average insurance coverage fully borne by the bank
• Contribution to health insurance and meal allowance
• Global growth strategy and stable environment
• Competitive offering

About us

As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients.Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.

We are successfully operating for more than 180 years across 30 locations worldwide and offer our employees the chance to be a part of our success.Our employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit andthe positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group.