Wealth Management Operations, Rolling Review, Associate – Zurich

YOUR IMPACT

Are you a high-calibre KYC operations professional looking to drive strategic impact and accelerate your career trajectory Are you a motivated detail-oriented and delivery-focused individual If the answer to these questions is yes and you want to be in a role that positions you at the intersection of operations technology and strategy then joining PWM Operations in Zurich to work on the Rolling Review team could be the pivotal career move for you.

You will drive the accuracy and regulatory compliance of client KYC refreshes across complex high-net-worth portfolios while partnering directly with Financial Crime Compliance leadership and Engineering teams on cutting-edge automation initiatives. You will gain invaluable strategic exposure as you work closely with Private Wealth Management Sales Legal Technology & Global Operations and crucially Financial Crime Compliance and Engineering in a fast-paced and stimulating role that offers both immediate impact and long-term growth potential.

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 addition Operations provides essential risk management and control to preserve and enhance the firms assets and its reputation. For every client ensuring their KYC is accurately refreshed and compliant is paramount. It is Operations that develops the processes and controls to maintain regulatory standards and client trust.

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 particularly in the critical area of KYC Rolling Review giving you exposure to international stakeholders and cross-border regulatory frameworks.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Driving KYC excellence and innovationas a subject matter expert in Rolling Review processes partnering with Engineering teams to design and implement next-generation automation solutions using advanced analytics and AI.
• Executing core Rolling Review operationsby reviewing client accounts with complex operating structures across multiple jurisdictions partnering with Sales teams to obtain and assess client documentation and ensuring KYC refreshes are completed accurately and within required regulatory timeframes.
• Leading strategic initiativesthat directly impact the firms risk management framework and regulatory standing while building relationships with PWM Business Legal Compliance Technology Financial Crime Compliance leadership and Global Operations.
• Representing and influencingby presenting strategic insights to senior audiences contributing innovative ideas to enhance processes globally and acting as a change agent driving measurable improvements in operational efficiency.

SKILLS & EXPERIENCE WERE LOOKING FOR

BASIC QUALIFICATIONS

• Bachelors degree with a minimum of 3-5 years of experience in financial services preferably within banking operations and KYC functions with a strong preference for experience in Rolling Review or Client Identification processes.
• Proven analytical skills advanced problem-solving ability and a robust control mentality paired with meticulous attention to detail.
• Track record of driving measurable improvements in operational efficiency accuracy or cycle time through process optimization or automation.
• Aptitude for building strong relationships and extensive experience in communicating complex issues to a wide array of internal partners at differing levels of product or process experience including senior stakeholders.
• Demonstrated ability to influence stakeholders and drive change in complex matrixed organizations.
• Highly self-motivated and proactive team player who takes ownership acts as a change agent to improve processes and has been accountable for significant projects.
• Superior organizational skills as well as the ability to effectively manage competing priorities and thrive in team environment under pressure when needed.
• Excellent English language written and verbal skills essential (and German skills a distinct advantage).