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Wealth Management

Wealth Management – Client Onboarding Specialist – Analyst – Zurich

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Temps plein
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Zurich

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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Client Relationship Officer

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Temps plein
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Zurich

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
•  ...

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Legal & Compliance

Avocat(e) - Private Client

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Temps plein
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Genève
Nous recherchons, pour une entrée immédiate ou à convenir, un(e) Avocat(e) - Private Client

  • Titulaire du brevet d'avocat suisse, vous aurez la possibilité d’être actif(ve) dans les domaines de structuration patrimoniale et de planification successorale dans un contexte suisse et international, impliquant notamment des trusts, fondations et des family offices.
  • Vous avez une formation juridique en droit suisse et vous êtes titulaire d'un brevet d'avocat suisse.
  • Vous avez un intérêt pour le droit des successions, le droit matrimonial, le droit international privé et le droit fiscal.
  • Une expérience à l’étranger (diplôme universitaire ou expérience professionnelle anglo-saxonne) serait un atout.
  • Vous avez un excellent esprit d'équipe. Vous avez une parfaite maîtrise du français et de l'anglais ainsi qu'une bonne connaissance au moins passive de l'allemand.
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Middleware Administrator - External Consultant

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Temps plein
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Geneva

Deliver and maintain execution platforms serving transverse business and technical streams and to manage internal and external file transfert. Members use their expertise to define, validate and integrate technical solutions suitable for the business need

Main responsibilities

- support and maintain execution platforms hosted on Windows and Linux environment
- master configuration and management of application servers IIS.
- promote and validated best practicing of integration between applications and systems
- maintain and upgrade deployment scripts.- implement monitoring and exploitation interfaces
- learn or improve skills on some topics ike Talend Integration Server and Business Object
- comply with the bank security rules and best practices
- the mission should evolve to other platforms that require support.

Asset Management

Funds and Private Assets Tax and Regulatory Business Compliance Manager

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Temps plein
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Geneva

Your role

  • Ensure that all the ongoing due diligence as well as ad hoc requests from the fund and private asset counterparties are answered timely and properly.
  • Provide AML/KYC and QI/FATCA information to counterparties.
  • Ensure a timely and professional coordination with external stakeholders.
  • Liaise internally timely and efficiently with front officers, other operational teams, tax and legal advisors.
  • Contributing actively to the projects and the optimization of our activities.
  • Managing related risks for clients and the bank.
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Access Management (IAM) Expert

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Temps plein
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Geneva

The Identity and Access Management (IAM) Specialist is responsible for the strategic analysis, design, implementation, and maintenance of comprehensive IAM systems and processes within the corporate environment. This senior position requires deep technica

Main responsibilities

  • Contribute to the design and implementation of the organization’s IAM strategy, ensuring alignment with business goals, compliance requirements, and industry best practices.
  • Collaborate with stakeholders across multiple teams to define and implement a scalable, secure IAM architecture, including role-based access frameworks and advanced authentication mechanisms.
  • Drive the configuration, integration, and customization of IAM components, including workflows, role models, and provisioning connectors, ensuring seamless access to IT solutions based on defined specifications.
  • Evaluate and identify new systems and services for integration into the IAM platform, ensuring robust design, testing, and documentation to support operational teams in streamlining and automating access management processes.
  • Develop, refine, and enforce IAM policies and standards, integrating them with the organization’s engineering practices and regulatory requirements.
  • ...
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