Wealth Management Operations, Client Onboarding / Maintenance Specialist, Associate, Zurich Zur[...]

YOUR IMPACT

Are you looking for a role where you can make an impact and grow your career? Are you a motivated, detail-oriented and a delivery-focused individual?

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

• Seizing the opportunity to be a subject matter expert in the Client Onboarding and Maintenance processes.
• Using your excellent communication skills to build and develop strong, productive relationships with PWM Business, Legal, Compliance, Technology and the Operations Division globally.
• Broadening your skillset with the opportunity to cross-train on the other functions performed by PWM Operations in Zurich
• Being a leader and representing your team and areas of expertise, by presenting in broader forums with local and global stakeholders.
• Leveraging your excellent risk & control mind-set by critically reviewing operational processes to mitigate risk and identify opportunities to further strengthen the control environment
• Thinking outside of the box - we want to hear your ideas and see a positive contribution to enhancing the current suite of processes performed by both the Zurich team and PWM Operations globally

SKILLS & EXPERIENCE WE’RE LOOKING FOR

BASIC QUALIFICATIONS

• Bachelor’s degree with a minimum of 2-4 years of experience in financial services, preferably within an Account Opening, Client Data Change Management or Client Identification / Rolling Review position
• Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail
• Aptitude for building relationships and experience in communicating complex issues to a wide array of internal partners at differing levels of product or process experience
• Self-motivated and proactive team player who takes ownership and has experience in acting as a change agent to improve processes and been accountable for projects
• Strong organizational skills as well as the ability to effectively manage competing priorities
• Thrives in team environment and copes well under pressure when needed
• Excellent English language written and verbal skills essential (and German skills a distinct advantage)

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health Services

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

Child Care & Family Care

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer.