Wealth Management-Zurich-Senior Associate-Client Reporting

vor 2 Wochen

Stäfa, Schweiz Goldman Sachs Bank AG Vollzeit

YOUR IMPACT

Are you looking for the opportunity to leverage your proven risk management skills and commitment to excellent client experience, while having the opportunity to showcase your attention to detail and strong delivery focus? Do you want to be in a role where you feel you can really make a difference, differentiate yourself and directly demonstrate your success?

If the answer to both these two 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 as part of the Client Reporting Team could be the role for you. Not only will you be involved in all facets of supporting the PWM business in Switzerland, 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 GS Bank AG (Switzerland) working closely with the local PWM Business teams based in Zurich as well as other PWM teams globally. As part of PWM Operations in Zurich, not only will you gain the opportunity to be an essential member of a 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 supporting and continuing to grow the PWM business for GS Bank AG in Switzerland.
  • Partner closely with PWM Business and Engineering teams to ensure we deliver the best possible service to our clients by ensuring that reporting, queries, and requests are completed accurately and efficiently.
  • Use your excellent communication skills to build strong, productive relationships with PWM Business, Legal, Compliance, Technology and the Operations teams globally. Cultivating and maintaining strong working relationships is essential to your success in this role.
  • Perform client reporting and communication functions, including: pre-delivery data quality verifications of transaction reporting, preparation of client mailings, post-delivery failure monitoring, and working closely with Engineering teams to address exceptions and issues.
  • Demonstrate your dedication to client service excellence. Provide excellent service to sales and our clients by expertly managing inquiries, and ensuring timely resolution of queries or issues.
  • It’s not just about Switzerland. You are part of a global team and as such you are expected to contribute to, and be involved with, regional & global projects / initiatives across PWM Operations and the Operations Division as a whole.
  • 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 your thoughts on how to develop and improve processes.
  • You are a Risk Manager. The expectation is that you will continually look to leverage your excellent risk & control mindset. You will regularly review operational processes to mitigate risks 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 3-5 years relevant work experience in financial services, ideally within a Reporting, Client Service or Client Communications role.
  • Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail. Demonstrated aptitude for building relationships, and ability to communicate complex issues to a wide array of internal partners with differing levels of product or process experience.
  • Self-motivated and proactive team player who takes ownership and accountability of projects.
  • Strong organizational skills and the ability to effectively manage competing priorities.
  • Outstanding communication and relationship management skills.
  • Excellent English language written and verbal skills essential (plus German, Spanish, Italian, & French skills an advantage).
  • Energetic, Flexible, Positive, Diligent, Organized and Committed to Teamwork – both in Switzerland and globally.

PREFERRED QUALIFICATIONS:

  • Previous experience of working within Wealth Management Operations or Investment Management.
  • Demonstrated data analysis and data-driven decision making skillset.
  • Proven change agent / ability to improve processes.
  • Proficiency using the Microsoft Office Suite in particular Excel, PowerPoint and Microsoft Word.
#J-18808-Ljbffr

  • Senior Wealth Management Professional

    vor 24 Stunden

    Stäfa, Zürich, Schweiz DES Capital Vollzeit

    Senior Private Banking Position with DES CapitalWe are seeking a seasoned senior private banker to join our team in Geneva, Zurich, or other key jurisdictions. This unique opportunity is tailored for individuals with experience covering one of the following markets:EuropeSwitzerland (onshore)Middle EastLatAmUKAfricaThe ideal candidate will have a proven...

  • Wealth Management Operations, Client Onboarding

    vor 2 Wochen

    Stäfa, Schweiz Goldman Sachs Bank AG Vollzeit

    YOUR IMPACTAre you looking for a role where you can make an impact and grow your career? Are you a motivated, detail-oriented and a delivery-focused individual?If the answer to these questions is “yes” and you want to be in a role that provides you with an exciting front to back opportunity to see how a bank works, while at the same time being part of an...

  • Wealth Management Advisor

    Vor 7 Tagen

    Stäfa, Zürich, Schweiz IG Group Vollzeit

    Join us as a Senior Business Consultant – Portfolio Management Solution and play a vital role in the future of wealth management. You will be responsible for supporting our clients throughout their entire journey, from onboarding new customers to continuously expanding adoption of our solutions.In this dynamic role, you will have the opportunity to utilize...

  • Associate Program

    vor 1 Woche

    Stäfa, Schweiz UBS Vollzeit

    Your roleAre you a true networker who loves to talk to potential clients?Can you also close a deal?Do you have a strong track record in advising and sales within the Italian market?If yes, then our 18 months Wealth Management Associate Program might be the right choice for you. The program improves your skills, provides a unique experience in Wealth...

  • Senior Private Equity Associate

    vor 5 Stunden

    Stäfa, Zürich, Schweiz ACL Partners Vollzeit

    Our client, an established Private Equity firm in Zurich, is seeking a dynamic Senior Private Equity Associate to join their growing team. They are looking for a candidate who combines robust financial acumen with strategic insight and exceptional communication skills. This role offers the opportunity to work closely with senior management and influential...

  • Berater Private Wealth Management

    vor 1 Tag

    Stäfa, Zürich, Schweiz Zurich Australian Insurance Ltd. Vollzeit

    Wir suchen zum nächstmöglichen Zeitpunkt einen erfahrenen Berater, der unsere Kunden in Deutschland betreut und berät. Ihre Aufgaben:Ganzheitliche Betreuung und Beratung von vermögenden deutschen Privatkunden.Erschließung marktspezifischer Neukundenpotenziale in Deutschland.Aufbau neuer Kundenkontakte und strukturierter Ausbau von deutschen...

  • Berater Wealth Management

    vor 2 Wochen

    Stäfa, Schweiz TN Switzerland Vollzeit

    Berater Wealth Management (w/m/d), ZürichStellenwerk AGZürich, Switzerland«Massgeschneiderte Lösungen fürs HR.» Dafür steht Stellenwerk seit 2005. In der jährlichen Umfrage «Beste Personaldienstleister» der Handelszeitung hat Stellenwerk 2024 gleich in drei Kategorien das Punktemaximum erreicht: «Professional Search», «Executive Search» und...

  • Investment Banking Associate

    Vor 4 Tagen

    Stäfa, Zürich, Schweiz Moonwalk Recruitment Solutions Vollzeit

    We are recruiting for a leading international Investment Bank offering a range of financial services, including investment banking, wealth management, and asset management. The firm is known for its entrepreneurial culture and commitment to delivering tailored solutions to its clients.Position: Associate, Mergers & Acquisitions (M&A)Location: Zurich,...

  • Head Private Banking Zurich 100%

    vor 2 Wochen

    Stäfa, Schweiz Freestar-People AG Vollzeit

    Our client is a prestigious, family-owned private banking group with a long-standing reputation for excellence in wealth management, investment solutions, and family office services. With a strong commitment to client-centric advisory and innovative financial strategies, they are seeking an experienced leader to drive the growth and success of their private...

  • Wealth Management Assistant

    vor 1 Woche

    Stäfa, Schweiz UBP - Union Bancaire Privée Vollzeit

    Wealth Management Assistant - Eastern Europe (German & English, 100%)Within our Wealth Management Division, you will join our Eastern Europe Desk, which is responsible for providing superior banking services to our customers. The desk consists of an international team of experienced Relationship Managers, Advisors, and Assistants that ensure UBP standards...

  • Head of Middle East Clients

    vor 1 Tag

    Stäfa, Zürich, Schweiz Altus Search Ltd Vollzeit

    Ref: 415ASISWPBTitle: Head of Middle East Clients - Private Banking - ZurichLocation: ZurichSalary: AttractiveDate: 21st March 2025Our client is looking for a Head of Middle East Clients - Private Banking. The individual would also ensure that the division meets its sales targets and drives the business performance.Duties Include:Ensure that the team culture...

  • Asset Management

    vor 2 Wochen

    Stäfa, Schweiz JPMorgan Chase & Co. Vollzeit

    Swiss Life Corporate Internal Audit erbringt unabhängige, risikobasierte und objektive Prüfungs- und Beratungsleistungen für die gesamte Swiss Life Gruppe und trägt damit zur strategischen Zielerreichung und Verbesserung der Führungs-, Risikomanagement- und Kontrollprozesse bei. Teil unseres Mandats ist die Division Swiss Life Asset Managers, welche...

  • Senior Research Associate

    Vor 6 Tagen

    Stäfa, Zürich, Schweiz Job Impuls AG Vollzeit

    Research Professor OpportunityThe Departments of Management, Technology, and Economics at ETH Zurich and the Department of Economics at Università della Svizzera italiana invite applications for a full or associate professor position in Economic Evaluation of Health Programmes and Technologies.The selected candidate will be part of a strategic alliance...

  • Senior Credit Risk Specialist 80%-100%

    vor 3 Wochen

    Stäfa, Schweiz Zurich Vollzeit

    coni + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten.Unser Kunde ist eine Schweizer Bank in...

  • (Senior) Manager

    vor 2 Wochen

    Stäfa, Schweiz TN Switzerland Vollzeit

    (Senior) Manager - Tax Services - Private Clients (Zurich), ZürichEY (Ernst & Young AG)Zürich, SwitzerlandDie GelegenheitIn unseren Tax Services beraten wir als Marktführer in vielfältigen Bereichen zu allen steuerlichen Fragen. Dadurch optimieren wir die Geschäfts- und Rechtsstrukturen unserer global aufgestellten Kunden. Entfalten Sie bei uns in...

  • Senior Account Executive

    vor 5 Stunden

    Stäfa, Zürich, Schweiz Edgelab Vollzeit

    Job DescriptionWe are now looking to hire a German-speaking Senior Account Executive to lead the charge in driving sales growth across Switzerland. You must have a proven track record in leading business solutions software sales to Enterprise clients in Financial Services, preferentially in Wealth Management. The ideal candidate will be a proactive leader...

  • Teamleiter*in Workplace Management

    vor 3 Wochen

    Stäfa, Schweiz Stadtspital Zürich Vollzeit

    Das Stadtspital Zürich zählt mit über 34'000 stationären und rund 436'000 ambulanten Patient*innen pro Jahr zu den Top 10 der Schweizer Spitäler. Als modernes Zentrumsspital an mehreren Standorten in der Stadt Zürich bieten wir die gesamte Bandbreite der medizinischen Grundversorgung, inklusive 24-Stunden-Notfall und Intensivmedizin an. Unsere 4'400...

  • Investment Banking Associate

    Vor 4 Tagen

    Stäfa, Zürich, Schweiz Moonwalk Recruitment Solutions Vollzeit

    We are Moonwalk Recruitment Solutions, a leading international financial services provider offering a range of tailored solutions to our clients. Our team is known for its expertise in investment banking, wealth management, and asset management.Job Overview:Position: Associate, Mergers & Acquisitions (M&A)Key Responsibilities:Prepare client proposals and...

  • Senior Business Consultant

    Vor 7 Tagen

    Stäfa, Zürich, Schweiz IG Group Vollzeit

    We are seeking a skilled Portfolio Management Specialist to join our team. As a Senior Business Consultant – Portfolio Management Solution, you will play a pivotal role in shaping the future of wealth management, driving change, and helping our clients succeed.This exciting opportunity allows you to utilize your industry knowledge, advanced tools, and...

  • Portfolio Management Specialist

    Vor 7 Tagen

    Stäfa, Zürich, Schweiz IG Group Vollzeit

    As a Senior Business Consultant – Portfolio Management Solution, you'll play a key role in driving change and helping our clients succeed. You'll support them at every stage of their journey, using advanced tools, your industry knowledge, and a strong focus on their needs to deliver effective solutions.In this exciting role, you won't just guide...