Aktuelle Jobs im Zusammenhang mit Client Onboarding - Zürich, Zürich - Avaloq
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Client Onboarding Specialist
vor 2 Wochen
Zürich, Zürich, Schweiz Source Group International VollzeitAbout the RoleWe are seeking a meticulous Client Onboarding & KYC Specialist to join our team at Source Group International. In this critical role, you will be responsible for migrating key client groups from a legacy platform to our system. Your work will encompass end-to-end client onboarding, from data analysis and document preparation to ensuring...
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Client Onboarding Specialist
Vor 6 Tagen
Zürich, Zürich, Schweiz Source Group International VollzeitAbout the RoleWe are seeking a meticulous Client Onboarding & KYC Specialist to join our Zurich team. In this critical role, you will be responsible for migrating key client groups from a legacy platform to our system. Your work will encompass end-to-end client onboarding, from data analysis and document preparation to ensuring compliance with KYC and AML...
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Client Onboarding Specialist
vor 2 Wochen
Zürich, Zürich, Schweiz 0877 Deutsche Bank (Suisse) SA VollzeitAbout the RoleWe are seeking a highly skilled Client Onboarding Specialist to join our team at 0877 Deutsche Bank (Suisse) SA. As a key member of our Front Office team, you will play a critical role in supporting the new client adoption and account maintenance activities.Key ResponsibilitiesCollaborate with the Front Office to ensure seamless client...
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Client Onboarding Professional
vor 2 Wochen
Zürich, Zürich, Schweiz 0877 Deutsche Bank (Suisse) SA VollzeitAbout the RoleWe are seeking a highly skilled Client Onboarding Specialist to join our team at 0877 Deutsche Bank (Suisse) SA. As a key member of our Front Office team, you will play a critical role in supporting the new client adoption and account maintenance activities.Key ResponsibilitiesSupport the Front Office in the onboarding process for new clients,...
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Client Onboarding Expert
vor 2 Wochen
Zürich, Zürich, Schweiz 0877 Deutsche Bank (Suisse) SA VollzeitAbout the RoleThis is a key position within our organization, responsible for supporting the Front Office in the new client adoption and account maintenance activities.Key ResponsibilitiesCollaborate with the Front Office to ensure seamless client onboarding and account maintenance processes.Contribute to the continuous assessment and improvement of the...
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Risk and Compliance Manager
vor 2 Wochen
Zürich, Zürich, Schweiz EFG International Vollzeit**Job Summary**EFG International is seeking a highly experienced and skilled professional to lead and manage the Onboarding & Periodic Reviews team within the legal entity EFG Bank AG. The successful candidate will oversee all KYC/AML processes and procedures to ensure proper risk management and adherence to the internal framework and regulatory...
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Client Due Diligence Expert
Vor 6 Tagen
Zürich, Zürich, Schweiz Vontobel Holding AG VollzeitAbout the RoleWe are seeking a highly motivated Client Due Diligence Specialist to join our Service Hub team at Vontobel Holding AG. As a key member of our team, you will play a crucial role in ensuring the smooth onboarding of clients and maintaining their relationships with our wealth management services.Key ResponsibilitiesOversee the client onboarding...
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Compliance Officer
vor 2 Wochen
Zürich, Zürich, Schweiz EFG International Vollzeit**Job Summary**EFG International is seeking a highly experienced and skilled professional to lead and manage the Onboarding & Periodic Reviews team within the legal entity EFG Bank AG. The successful candidate will oversee all KYC/AML processes and procedures to ensure proper risk management and adherence to the internal framework and regulatory...
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Geneva Head of Onboarding and Periodic Reviews
Vor 6 Tagen
Zürich, Zürich, Schweiz EFG International VollzeitJob Title: Geneva Head of Onboarding and Periodic ReviewsEFG International is seeking an experienced professional to lead our Geneva Onboarding and Periodic Reviews team. As a key member of our Financial Crime Compliance Department, you will be responsible for ensuring the effective management of onboarding and periodic reviews processes.Main...
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Head of Compliance Onboarding and Risk Management
vor 2 Wochen
Zürich, Zürich, Schweiz EFG International Vollzeit**Job Summary**EFG International is seeking a highly experienced and skilled professional to lead and manage the Onboarding & Periodic Reviews team within the legal entity EFG Bank AG. The successful candidate will oversee all KYC/AML processes and procedures to ensure proper risk management and adherence to the internal framework and regulatory...
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Transaction Banking Account Manager
vor 2 Wochen
Zürich, Zürich, Schweiz Vontobel Holding AG VollzeitAbout the RoleWe are seeking a highly driven and experienced Account Manager to cover institutional clients, including banks, asset managers, and regulated financial institutions. As a key member of our team, you will be responsible for client inquiries, coordination of client requests with internal stakeholders, and data analytics, as well as onboarding.Key...
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Zürich, Zürich, Schweiz Vontobel Holding AG VollzeitAbout the RoleWe are seeking a highly driven Account Manager to cover institutional clients, including banks, asset managers, and regulated financial institutions. As a key member of our team, you will be responsible for client inquiries, coordination of client requests with internal stakeholders, and data analytics, as well as onboarding.Key...
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Client Relationship Associate
Vor 6 Tagen
Zürich, Zürich, Schweiz Instimatch Global AG VollzeitAbout Instimatch Global AGWe are a Switzerland-based global fintech company established in 2017, revolutionizing global money markets through digitalization. Our platform provides instant price discovery, deal negotiation workflows, and API integrations in a compliance-friendly environment for treasuries across diverse sectors. With 300 institutional...
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Client Service Specialist
Vor 3 Tagen
Zürich, Zürich, Schweiz swisspuls Vollzeit{"title": "About Our Client", "content": "About Swisspuls, a pioneering fintech company based in Switzerland, who holds a reputation as a trusted and innovative player in the financial services sector.Our client is designed to enhance both operational efficiency and customer experiences, with an innovative approach that helped them to successfully enter a...
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Client Service Officer
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Zürich, Zürich, Schweiz Robeco Switzerland Ltd VollzeitAbout the RoleWe are seeking a highly skilled Client Service Officer to join our team at Robeco Switzerland Ltd. As a key member of our Client Servicing department, you will be responsible for providing exceptional service to our specialized Investment Management clients.Main ResponsibilitiesAct as the primary point of contact for client-related inquiries,...
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Account Manager Institutional Clients
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Zürich, Zürich, Schweiz UBS VollzeitBeschreibung der RolleAls Berater:in für institutionelle Kunden bei UBS übernehmen Sie eine wichtige Verantwortung im Bereich des Kundenmanagements. Sie stehen im täglichen Kontakt mit anspruchsvollen grossen Firmenkunden sowie Pensionskassen und arbeiten eng mit den Kundenberatern aus dem Segment Institutional Clients zusammen.Aufgaben und...
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Client Service Specialist
vor 2 Wochen
Zürich, Zürich, Schweiz swisspuls VollzeitAbout Our CompanySwisspuls is a pioneering fintech company based in Switzerland, known for its innovative approach to financial services.Our company is designed to enhance both operational efficiency and customer experiences, and we are now entering an exciting new chapter, poised to continue shaping the future of the financial landscape in Switzerland.This...
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Client Service Officer
vor 2 Wochen
Zürich, Zürich, Schweiz Robeco Switzerland Ltd VollzeitAbout the RoleWe are seeking a highly skilled Client Service Officer to join our team at Robeco Switzerland Ltd. As a key member of our Client Servicing department, you will be responsible for delivering exceptional client service and support to our Investment Management clients.Key ResponsibilitiesMain point of contact for client-related inquiries,...
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Senior Compliance Officer
Vor 6 Tagen
Zürich, Zürich, Schweiz EFG International VollzeitSenior Compliance Officer - Sensitive ClientsWe are seeking a highly skilled Senior Compliance Officer to join our Group Financial Crime Compliance team in Zurich. As a key member of our team, you will be responsible for dealing with sensitive clients, including Politically Exposed Persons (PEPs).Main ResponsibilitiesProvide expert advice to EFG locations in...
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Client-facing Technical Specialist
vor 2 Wochen
Zürich, Zürich, Schweiz Atfinity VollzeitAbout the RoleWe are seeking a highly skilled DevOps and Support Engineer to join our team at Atfinity, a leading Swiss FinTech company in the Onboarding and KYC / KYB / AML automation space.This is a unique opportunity to work with a cutting-edge no-code platform that offers extensive configuration and integration options, making it an ideal fit for a...
Client Onboarding
vor 3 Monaten
Company Description
Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 160 clients in 35 countries.
We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks.
Our research led approach and continual innovation is powered by the passion and creativity of our colleagues.We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management.
Avaloq offers the opportunity to work closely with some of the world's leading financial institutions as we jointly develop and shape careers.
Championing a collaborative, supportive and flexible work environment empowers our colleagues to reach their full potential.
You will be part of Avaloq's global Banking Operations division (BO); a strategic Avaloq service line providing Banking Operations outsourcing services to banks.
We are organized as a global Business Area, running state-of-the art Back office services with industry leading automation, quality, and risk standards.
Our highly skilled and experienced staff are covering the full suite of services including Securities, Payments, Corporate Actions and Tax, to name a few.
With our services we are the back office for more than 30 banks globally and ensure their processes run smoothly, compliantly, and efficiently.
You will join the Client Onboarding & Offering Team under the division responsible for Sales & Projects.As a Banking Operations Expert, you will play a pivotal role in ensuring the seamless support to prospects and new clients on their journey to become an Avaloq Banking Operations customer.
Your expertise will be instrumental in supporting prospective clients, onboarding new Banking Operations clients, and providing valuable consultancy to existing Avaloq clients.
Your key tasks
- Prospect client support: providing indepth insights and guidance to prospective clients regarding Banking Operations services, processes, and overarching financial industry considerations. Understanding client needs and tailor offers based on their specific requirements.
- Onboarding new clients: collaborating with clients during the preproject phase to define project scope, objectives, and deliverables. Creating Banking Operations implementation plans and timelines.
- Project execution & post golive: leading the onboarding process, ensuring successful implementation with a smooth transition into the run operations. You are responsible for the deliverables, including the like of workshops on process business cuts, golden copy set up, user acceptance test coordination, golive coordination, and post implementation governance.
- Consultancy: leveraging your deep understanding of Backoffice services and the financial industry to provide consultancy to onpremises, softwareasaservice and banking operationsasaservice Avaloq clients. Assisting clients in resolving operational challenges and optimizing their front, middle or back office operations. This includes meet with assigned clients when needed to perform an initial assessment of a problematic situation requiring support and drafting concise reports with recommendations and solutions with attention to a client's wishes, capabilities and limitations.
- Strategic projects: engaging in strategic initiatives aimed at improving the efficiency, quality, or customer experience within banking operations.
- Managing relationships with clients and stakeholders.
- Ensuring meaningful project structure and governance, and the management of key stakeholders.
- Organizing and managing meetings and workshops using pertinent techniques and providing perceptive results.
Qualifications
- Banking education, Bachelor's degree or equivalent with good knowledge of financial instruments and regulatory requirements
- 10+ years' work experience in the banking industry
- Excellent knowledge of Banking Operations services (e.g. Securities Operations, Cash Operations, Asset Servicing or Masterdata Management)
- Project management skills to manage multiple tasks and prioritize workload effectively
- Strong sense of responsibility and solutions oriented with high level of integrity and reliability
- Excellent communication (verbal and written), assertiveness and interpersonal skills with the ability to collaborate effectively with crossfunctional teams and to deliver in a fastpaced environment
- Good command of written and spoken English
- Strong Microsoft Office Suite skills
- Adaptability and flexibility in case of occasional and timelimited support across locations aiming to cover specific tasks (e.g., post golive stabilization)
- Positive, proactive, and cando attitude with a high level of integrity and reliability
