Wealth Management, Client Onboarding Specialist, Associate, Zurich

vor 4 Wochen


Zürich, Schweiz Goldman Sachs Vollzeit
YOUR IMPACT
Are you looking for an opportunity to showcase your attention to detail and strong delivery focus? Do you want to be in a role where you feel you can make a real difference and directly demonstrate your success?
If the answer to these questions is "yes" and you want to be in a role that provides you with an exciting opportunity to see how a bank works front to back, while at the same time being part of an exceptionally high performing team - then joining PWM Operations in Zurich to work on the Client On-Boarding team could be the role for you. Not only will you be involved in all facets of Client On-Boarding, Client Maintenance and KYC Rolling Review but you will continue to gain invaluable new experiences as you work closely with Legal, Compliance, Technology, Finance & Global Operations in a fast paced and challenging role.
OUR IMPACT
Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm's assets and its reputation. For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow.
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
• You are a Risk Manager. The expectation is that you will continually look to leverage your excellent risk & control mind-set. Working with the wider Client On-Boarding team, the expectation is that you will regularly review operational processes to mitigate risk and identify opportunities to further strengthen the control environment
• Be Innovative. We want to hear your ideas and see a positive contribution to moving forward and enhancing the current suite of processes performed by both the Zurich team and PWM Operations globally

SKILLS & EXPERIENCE WE'RE LOOKING FOR
BASIC QUALIFICATIONS
• Bachelor's degree with a minimum of 3-4 years of experience in financial services, preferably within an Account Opening, Client Data Change Management or Client Identification / Rolling Review position
• Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail
• Aptitude for building relationships and ability to communicate complex issues to a wide array of internal partners at differing levels of product or process experience
• Self-motivated and proactive team player who takes ownership and accountability of projects, has strong organizational skills as well as the ability to effectively manage competing priorities
• Excellent English language written and verbal skills essential (and German skills a distinct advantage)
• Flexible and able to work well under pressure in a team environment

PREFERRED QUALIFICATIONS
• Background in Law or a Regulatory environment would be useful
• Proven change agent / ability to improve processes
• Experience in testing of new software

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:

The Goldman Sachs Group, Inc., 2023. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity


  • Zürich, Zürich, Schweiz Cognizant Vollzeit

    Do you have Client Onboarding experience, and are you seeking a new job in Zürich? Cognizant is looking for a Client Onboarding Specialist, and the role comes with an attractive salary and benefits package, including the opportunity to be part of a positive and diverse workplace culture. As a Client onboarding Specialist, you will prepare and process client...


  • Zürich, Zürich, Schweiz Cognizant Vollzeit

    Do you have Client Onboarding experience, and are you seeking a new job in Zürich? Cognizant is looking for a Client Onboarding Specialist, and the role comes with an attractive salary and benefits package, including the opportunity to be part of a positive and diverse workplace culture. As a Client onboarding Specialist, you will prepare and process client...


  • Zürich, Zürich, Schweiz Cognizant Technology Solutions AG Vollzeit

    Do you have Client Onboarding experience, and are you seeking a new job in Zürich? Cognizant is looking for a Client Onboarding Specialist, and the role comes with an attractive salary and benefits package, including the opportunity to be part of a positive and diverse workplace culture.As a Client onboarding Specialist, you will prepare and process client...


  • Zürich, Zürich, Schweiz Cognizant Technology Solutions AG Vollzeit

    Do you have Client Onboarding experience, and are you seeking a new job in Zürich? Cognizant is looking for a Client Onboarding Specialist, and the role comes with an attractive salary and benefits package, including the opportunity to be part of a positive and diverse workplace culture.As a Client onboarding Specialist, you will prepare and process client...


  • Zürich, Zürich, Schweiz Goldman Sachs Vollzeit

    YOUR IMPACT Are you looking for an opportunity to showcase your attention to detail and strong delivery focus? Do you want to be in a role where you feel you can make a real difference and directly demonstrate your success? If the answer to these questions is "yes" and you want to be in a role that provides you with an exciting opportunity to see how a...


  • Zürich, Schweiz Goldman Sachs Vollzeit

    YOUR IMPACT Are you looking for an opportunity to showcase your attention to detail and strong delivery focus? Do you want to be in a role where you feel you can make a real difference and directly demonstrate your success?  If the answer to these questions is “yes” and you want to be in a role that provides you with an exciting opportunity to see...


  • Zürich, Zürich, Schweiz Goldman Sachs Vollzeit

    YOUR IMPACT Are you looking for an opportunity to showcase your attention to detail and strong delivery focus? Do you want to be in a role where you feel you can make a real difference and directly demonstrate your success? If the answer to these questions is "yes" and you want to be in a role that provides you with an exciting opportunity to see how a bank...


  • Zürich, Zürich, Schweiz UBS Vollzeit

    Switzerland Zürich Client advisory / Relationship management Global Wealth ManagementJob Reference #BRCity ZürichJob Type Full TimeYour role Are you a true networker who loves to talk to potential clients? Do you have a strong track record in advising and sales? Can you close a deal? Then the Wealth Management Associate Program could be for you. The...


  • Zürich, Zürich, Schweiz Redstone Private Banking Vollzeit

    Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...


  • Zürich, Schweiz Goldman Sachs Vollzeit

    Private Wealth Management (PWM)  secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by...


  • Zürich, Schweiz Goldman Sachs Vollzeit

    Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client's particular risk tolerance, and by...


  • Zürich, Zürich, Schweiz Goldman Sachs Vollzeit

    Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client's particular risk tolerance, and by...


  • Zürich, Zürich, Schweiz COLOMBO WEALTH SA Vollzeit

    ASSISTANT Relationship Manager Wealth Management in Zürich (50-70%)GERMANJob InformationFür unser Team im Bereich Wealth Management in Zürich suchen wir eine engagierte und vertrauenswürdige Persönlichkeit als Assistant Relationship Manager, welche folgende Aufgaben übernimmt:Proaktive und effiziente Unterstützung der Relationship Manager bei der...

  • Client Onboarding

    vor 2 Wochen


    Zürich, Zürich, Schweiz Avaloq Vollzeit

    Company DescriptionFounded 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...


  • Zürich, Zürich, Schweiz Deutsche Bank (Schweiz) AG Vollzeit

    VP, Wealth Management Specialist, SwissJob ID:R0311513 Full/Part-Time: Full-timeRegular/Temporary: Regular Listed: Location: ZurichPosition Overview OVERVIEW: Deutsche Bank's Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as...


  • Zürich, Zürich, Schweiz Deutsche Bank (Schweiz) AG Vollzeit

    VP, Wealth Management Specialist, SwissJob ID:R0311513 Full/Part-Time: Full-timeRegular/Temporary: Regular Listed: Location: ZurichPosition Overview OVERVIEW: Deutsche Bank's Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as...


  • Zürich, Zürich, Schweiz Deutsche Bank (Schweiz) AG Vollzeit

    Client Onboarding Specialist (KYC & Documentation)Job ID:R0330216 Full/Part-Time: Full-timeRegular/Temporary: Regular Listed: Location: ZurichPosition OverviewResponsibilities:Support the Front Office on the new client adoption and account maintenance activities Participate in the continuous assessment and recommend actions to improve the client onboarding...


  • Zürich, Schweiz Goldman Sachs Vollzeit

    Wealth Management  Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led Private Wealth Management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net...


  • Zürich, Schweiz Goldman Sachs Vollzeit

    Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led Private Wealth Management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...


  • Zürich, Zürich, Schweiz Cognizant Technology Solutions AG Vollzeit

    Do you have 1-6 years Operations experience in Wealth Management, and are you looking for a new opportunity in Zürich? Cognizant is seeking for flexible, full-time Operations Analysts- Wealth Management, and the hybrid banking and financial services role comes with an attractive salary and benefits package.As an Operations Analyst, you will work for a...