Private Wealth Management Operations
Vor 2 Tagen
CWM Operations – Private Wealth Management Client Identification Program– Zurich
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” - then joining PWM Operations in Zurich could be the role for you. Not only will you be involved in all facets of the Client Identifying Program, 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.
PWM Operations in Zurich directly supports all the PWM clients, 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, you will gain the opportunity to be part of a tight-knit high-performing team in Switzerland, and play a key role in contributing to PWM Operations globally.
HOW YOU WILL FULFILL YOUR POTENTIAL
- 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.
- 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 and maintenance team.
SKILLS & EXPERIENCE WE’RE LOOKING FOR
- 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.
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