Les offres

Responsabilités principales :

• Contribuer activement à la promotion de l'image de la banque en prospectant, acquérant et développant la clientèle.
• Identifier et exploiter le potentiel de la clientèle existante pour répondre à ses besoins financiers.
• Offrir des conseils patrimoniaux personnalisés en sollicitant les spécialistes appropriés lorsque nécessaire.
• Établir et entretenir des relations de confiance durables avec la clientèle.
• Gérer les formalités administratives et les suivis liés à votre portefeuille de clientèle, y compris les comptes, les paiements et les réclamations.
• ...

We're looking for an Account Opening Expert to:

• support a variety of business areas and deliver a positive client experience
• leverage their analytical skill set to deliver on time and work in collaboration with a global team on day to day tasks and strategic initiatives
• grow their understanding of the ever changing market landscape and how it impacts their processes
• increase their understanding of post-trade banking operations and third party provider landscape

Main responsibilities

• Ensure adequate AML and KYC risk mitigation and adherence to Bank’s Qualitative Risk appetite on client onboardings, change in circumstances (CIC), and other reviews before Compliance review as well as the completeness of corroboration.
• Ensure continuous AML/CDB risk framework awareness, keeping WM knowledge, education and sensitivity up to date.
• Synchronize with Compliance Remediation and Onboarding as well as Client Documentation teams to ensure standards are met on onboarding, mutations (CIC) and reviews and to escalate any detected risks or operational issues.
• Review and close all normal and medium risk Transactional alerts clarified by the front office.
• Launch Evident Driven Reviews following change in Circumstances in the relationship life cycle.
• ...

Vos principales responsabilités

• Développer et gérer un portefeuille d’entreprises industrielles en établissant des relations solides et durables basées sur la confiance.
• Identifier et exploiter de nouvelles opportunités commerciales dans les domaines du trade finance et des crédits aux entreprises.
• Concevoir et structurer des solutions adaptées aux besoins spécifiques des clients industriels, notamment dans les secteurs des biens d’équipement, des MEM (machines, des équipements électriques et des métaux), chimie, pharmaceutique et de la logistique.
• Rédiger et présenter les protocoles de crédit aux comités concernés.
• Collaborer étroitement avec les autres départements afin de mettre en œuvre une stratégie efficace de vente croisée.
• ...

Your role

Administer the end-to-end account-opening process, taking into consideration local regulatory specificities
•    Secure strict follow-up of documentation (e.g. pending items, middle office and R&C lists)
•    Assist documentation flows (e.g. archiving and processing physical and electronic forms)
•    Procure KYC information and update complementary documents in the systems
•    Process workflow requests in the systems (client codifications, credit card requests, credit lines, pricing exceptions, etc.)
•    Close coordination with the zone’s Business Risk Manager to resolve any risk and compliance matters
•  ...

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
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