Wealth Management, Client Onboarding Specialist, Associate, Zurich

TN Switzerland; Zürich; Vor Ort; CHF 70’000 - 110’000; Vollzeit

Zusammenfassung

Ein etabliertes Unternehmen im Finanzdienstleistungssektor sucht einen detailorientierten Mitarbeiter für das Client On-Boarding-Team in Zürich. In dieser spannenden Rolle sind Sie verantwortlich für die Betreuung von Kunden und die Verwaltung von KYC-Prozessen. Sie werden eng mit verschiedenen Abteilungen wie Recht, Compliance und Technologie zusammenarbeiten, um sicherzustellen, dass alle Abläufe reibungslos und effizient verlaufen. Diese Position bietet Ihnen die Möglichkeit, Ihre Fähigkeiten in einem dynamischen Umfeld weiterzuentwickeln und Teil eines hochleistungsfähigen Teams zu werden, das einen echten Unterschied im Unternehmen macht. Wenn Sie eine Leidenschaft für den Finanzsektor haben und in einem anspruchsvollen Umfeld arbeiten möchten, ist dies die perfekte Gelegenheit für Sie.

Qualifikationen

• 3-4 Jahre Erfahrung im Finanzdienstleistungsbereich, vorzugsweise im Bereich Kontoeröffnung.
• Ausgezeichnete Englischkenntnisse in Wort und Schrift sind unerlässlich.

Aufgaben

• Schlüsselspieler im Client On-Boarding und Maintenance-Prozess für GS Bank AG.
• Aufbau starker Beziehungen zu PWM Business, Legal und Compliance.

Kenntnisse

Analytische Fähigkeiten

Problemlösungsfähigkeiten

Aufmerksamkeit für Details

Beziehungsaufbau

Kommunikationsfähigkeiten

Selbstmotivation

Organisationsfähigkeiten

Ausbildung

Bachelor-Abschluss

Tools

Software-Test

Jobbeschreibung

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Job Category:

Customer Service

Job Reference:

fa09cb28d075

Job Views:

3

Posted:

17.04.2025

Expiry Date:

01.06.2025

Job Description:

YOUR IMPACT

Are you looking for an opportunity to showcase your attention to detail and strong delivery focus? Do you want to be in a role where you feel you can make a real difference and directly demonstrate your success?

If the answer to these questions is “yes” and you want to be in a role that provides you with an exciting opportunity to see how a bank works front to back, while at the same time being part of an exceptionally high performing team - then joining PWM Operations in Zurich to work on the Client On-Boarding team could be the role for you. Not only will you be involved in all facets of Client On-Boarding, Client Maintenance and KYC Rolling Review but you will continue to gain invaluable new experiences as you work closely with Legal, Compliance, Technology, Finance & Global Operations in a fast paced and challenging role.

OUR IMPACT

Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm’s assets and its reputation. For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow.

PWM Operations in Zurich directly supports all the PWM clients of GSBZ Bank AG (Switzerland) working closely with the local PWM Business teams based in Zurich and Geneva as well as other PWM teams globally. As part of PWM Operations in Zurich, not only will you gain the opportunity to be part of a tight-knit high performing team in Switzerland, but also play a key role in contributing to PWM Operations globally.

HOW YOU WILL FULFILL YOUR POTENTIAL

1. Seize the opportunity to be a key player in the Client On-Boarding and Maintenance process for GS Bank AG in Switzerland.
2. Use your excellent communication skills to build strong productive relationships with PWM Business, Legal, Compliance, Technology and the Operations Division globally. Ensuring that you develop strong working relationships with the business is essential to your success in this role.
3. Learn More. It is expected that you will look to expand your horizons and over time cross-train on the other functions performed by PWM Operations in Zurich.
4. Your valuable experience counts. As a high performing individual, you will be expected to share subject matter expert knowledge with others and contribute in Operations forums to educate and evaluate account opening best practices.
5. You are a Risk Manager. The expectation is that you will continually look to leverage your excellent risk & control mind-set. Working with the wider Client On-Boarding team, the expectation is that you will regularly review operational processes to mitigate risk and identify opportunities to further strengthen the control environment.
6. Be Innovative. We want to hear your ideas and see a positive contribution to moving forward and enhancing the current suite of processes performed by both the Zurich team and PWM Operations globally.

SKILLS & EXPERIENCE WE’RE LOOKING FOR

BASIC QUALIFICATIONS

1. Bachelor’s degree with a minimum of 3-4 years of experience in financial services, preferably within an Account Opening, Client Data Change Management or Client Identification / Rolling Review position.
2. Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail.
3. Aptitude for building relationships and ability to communicate complex issues to a wide array of internal partners at differing levels of product or process experience.
4. Self-motivated and proactive team player who takes ownership and accountability of projects, has strong organizational skills as well as the ability to effectively manage competing priorities.
5. Excellent English language written and verbal skills essential (and German skills a distinct advantage).
6. Flexible and able to work well under pressure in a team environment.

PREFERRED QUALIFICATIONS

1. Background in Law or a Regulatory environment would be useful.
2. Proven change agent / ability to improve processes.
3. Experience in testing of new software.