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Join our Central File team, a close-knit team that is the cornerstone of our private bank where your role will be varied.

Key responsabilities

• Open clients’ accounts
• Manage formal documentation and clients’ data (mutations, account closure, estate) 
• Identify and apply standard tax requirements (CRS/FATCA/QI)
• Grant online banking access
• Scan and file documents related to account openings and mutations
• Maintain clients, business introducers, third-party managers and insurances files
• Carry out legal searches for the Legal department
• Provide support to Front, Legal and Compliance teams

As the product owner “Securities Settlement”, you will form part of the Core Banking department and will report directly to the product manager of the Operations Domain. In your day to day you will interact with peer product owners, project managers, business analysts, developers and of course with your main business stakeholders.

YOUR ROLE

• In close collaboration with the business develop a product vision and roadmap supporting the organization's strategic direction.
• Establish effective communication between business stakeholders and the product team by acting as the primary point of contact to ensure clear understanding and address emerging needs and issues.
• Foster a positive product team dynamic while maximizing ROI of product features as well as end users’ satisfaction.
• Maintain & prioritize the backlog by including changes and project demands while ensuring product maintenance to guarantee stability and sustainability over the long term.
• ...

YOUR ROLE

• Create and maintain a comprehensive design plan for the organization's workstation infrastructure, including hardware, software, and network configurations
• Develop and implement standard operating procedures (SOPs) for workstation deployment, management, and maintenance
• Deploy and configure workstations to meet business needs, ensuring compatibility and interoperability with other systems
• Manage and maintain workstation hardware and software inventory, including upgrades, patches, and security configurations
• Monitor workstation performance, identify issues, and troubleshoot problems to ensure optimal system functionality
• ...

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

• Seize the opportunity to be a key player in the Client On-Boarding and Maintenance process for GS Bank AG in Switzerland
• 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
• 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
•  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
• ...

To strengthen our Operations Teams, we are looking for various profiles providing skills in specific fields : 

Job description/ key responsibilities of the Specialist:

• Securities transfers monitoring and processing – Incoming & Outgoing
• Regular contacts with Relationship Managers and external counterparties to ensure proper follow-up
• Derivative trades processing
• RVP-DVP trades invoicing & settlement