Les offres

YOUR MISSION:

• General gate-keeping, acting as first point of contact, screening and answering incoming calls and emails, proving full administration support;
• Extensive and proactive agenda management including arranging meetings and preparing related documentation;
• Organise travel arrangements including itineraries, flights, accommodations, airport transfers, etc.;
• Prepare monthly business expenses;
• Ensure communication and coordination with internal and external stakeholders;
• Follow-up projects and daily business;
• ...

An opportunity has opened up for an analyst or associate to work in our Zurich-based institutional franchise sales team within our Global Banking and Markets division, with the scope to grow the Swiss institutional clients business for GS.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Supporting senior sales staff in maintaining and growing relationships with institutional clients in Switzerland by providing investment advice on global equities, macro & strategy research
• Liaising with equity research analysts, hosting corporates and participating in marketing and roadshow events
• Liaising with our research team to provide high calibre investment ideas to our clients and address specific client requests
• Growing into a client facing person with client coverage responsibilities

In this role, you'll need to ensure data accuracy and consistency across diverse sources while staying current with evolving ESG regulations. You will balance integrating ESG data into investment models with broader organizational goals, ensuring timely compliance with global standards. Additionally, you'll collaborate across departments and external partners to implement the broader sustainability data strategy of the bank.

Main responsibilities

• ESG Data Collection and Management
• Data Analysis and Insights
• Diffusion of ESG expertise

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

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
• ...

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