Lead Auditor Private Banking and Asset Management

vor 3 Wochen


Basel, Schweiz coni+partner AG Vollzeit

Our client is an international bank in Zürich. We are looking for a senior auditor (m, f, d) as a

Lead Auditor Private Banking and Asset Management

Aufgaben

Responsibility as lead auditor with a risk-oriented, systematic approach and best practice focus / Lead a team of audit specialists or independently audit specialist topics in private banking or asset management / Audits focus on processes, investment products, contracts, compliance, risk management and regulations / Private banking audits focus on investments of all types, including ESG, anti-money laundering, investment suitability and cross-border / Asset management audits focus on auditing a wide range of fund products and investment solutions, including evaluation of fund and portfolio management / Advise line managers and responsible for controlling implementation of recommended actions / Report to Head of Internal Audit and contribute to development and design of annual audit plan / Prepare opinions for Senior Management including Board of Directors / Contribute to further development and design of audit tools and methodology / Audits can be pan-European or global / Duration usually 1 to 2 weeks on site; in Europe with flights home on weekends / Travel amounts to approx. 10% of annual audit activity / Holding presentations.

Qualifikation

Bachelor or Master / CPA, CIA, CISA or professional experience in audit / Senior personality with banking knowledge in the area of investment products, processes, compliance or risks / Knowledge of private banking and/or asset management / Conceptual, analytical and creative thinking / Independent and accurate way of working / Interest in innovation, in efficient and effective processes and in change management / Efficient, team-oriented, initiative personality / High professionalism in dealing with colleagues on different company levels and in intercultural cooperation / Willingness to continuously learn and develop / Adept in appearance and communication / IT affinity and confident in MS-Office / German and English.

coni + partner ag

Ivano Coni

Managing Director

Klosbachstrasse 107

CH-8032 Zürich

**Tel.**: +41 44 254 90 10



  • Basel, Schweiz coni+partner AG 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 Bank in Zürich....


  • Basel, Schweiz coni+partner AG Vollzeit

    Our client is a Bank in Zurich. We are searching for an Internal Auditor Asset Management Aufgaben Executing complex audits in several areas of private banking and with focus on Asset Management / Performing audits to assess business/information technology risks / Assessing risk factors in high risk areas within the organization / Determining adequacy of...

  • Internal Auditor

    vor 2 Wochen


    Basel, Schweiz coni+partner AG Vollzeit

    Our client is a Bank in Zurich. We are searching for an audit professional (m, f, d) as an Internal Auditor / Compliance and Change Aufgaben Responsible for audits with a focus on Private Banking, Compliance and Investment Management / Identifying risks / Questioning the effectiveness of controls / Responsible for the adherence of the business and its...


  • Basel, Schweiz coni+partner AG Vollzeit

    Our client is a Bank in Zurich. We are searching for an audit professional (m, f, d) as a Lead Auditor Group Internal Audit Bank Aufgaben Planning and managing group audits in Trading, Treasury, Portfolio Management, Risk or Operations / Independent execution of end-to-end audits as lead auditor / Working with specified timeframes and budgets on the basis...

  • CRM Assistant

    vor 7 Monaten


    Basel, Schweiz Ateca Consulting Vollzeit

    **Urgent Job Opportunity!** We are seeking an experienced **CRM Assistant** to join a major financial institution in Switzerland in the Private Banking team. This role is pivotal in providing essential support to Client Relationship Managers (CRMs) and the Desk Head, ensuring smooth administrative and operational activities to enhance client service and...


  • Basel, Schweiz KPMG Vollzeit

    **Graduate - Audit Banking & Asset Management**: - Werde ab Herbst 2025 Teil unseres erfolgreichen Audit Banking & Asset Management Teams und gestalte die Zukunft des digitalen Audits mit uns! Im Audit Banking & Asset Management erwartet dich ein internationales und dynamisches Umfeld. Bei deiner Ausbildung als - **Wirtschaftsprüfer*in** an der -...


  • Basel, Schweiz coni+partner AG 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. Our client is a bank in Zurich. We are...

  • Legal Counsel

    Vor 3 Tagen


    Basel, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. **YOUR CHALLENGE**: - A challenging and interesting role within Legal Private Banking CH & EMEA as a Swiss lawyer with a...


  • Basel, Schweiz coni+partner AG Vollzeit

    Our client is a bank in Basle. We are searching for an audit professional (m, f, d) as an Internal Auditor for Financial and Operational Audits Private Banking Aufgaben Performing financial and/or operational and/or compliance audits of business operations / Ensuring risks are identified by performing strategic risk assessments and determining that they...

  • Private Banker

    Vor 7 Tagen


    Basel, Schweiz Barclays Vollzeit

    Overall purpose of role - The target population for this role is the Ultra High Net worth segment focusing on Swiss Onshore clients. - The banker would be part of our Swiss Onshore team and would be be able to recruit existing clients from her/his network to Barclays and also engage with propsects, working closely with our business development team. The...


  • Basel, Schweiz Sygnum Bank AG Vollzeit

    Are you a people person? Do you have a strong interest in business development and sales? Do you want to work daily with the leading digital asset companies in the industry and understand how these projects operate internally to transform the future of finance? We are currently looking young professional for the role of Junior Relationship Manager to join...

  • Senior Partner

    vor 4 Wochen


    Basel, Schweiz Helvetic Trust AG Vollzeit

    Helvetic Trust is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors. Helvetic Trust offers wealth management, asset management and family office services at its strategic locations. Helvetic Trust is regulated by the competent authorities in Switzerland and is licensed by...


  • Basel, Schweiz Lonza Vollzeit

    Switzerland, BaselToday, Lonza is a global leader in life sciences operating across three continents. While we work in science, there’s no magic formula to how we do it. Our greatest scientific solution is talented people working together, devising ideas that help businesses to help people. In exchange, we let our people own their careers. Their ideas, big...


  • Basel, Schweiz LGT Vollzeit

    LGT ist eine führende internationale Private Banking und Asset Management Gruppe, die sich seit über 100 Jahren im Besitz der Fürstenfamilie von Liechtenstein befindet. Mit rund 600 Mitarbeitenden hat sich die LGT Bank Schweiz als namhafte Schweizer Privatbank etabliert und ist sowohl für vermögende Privatkunden wie auch für Mitarbeitende eine...


  • Basel, Schweiz Bank For International Settlements Vollzeit

    **Engineering and DevOps Lead**: **Description** The Bank for International Settlements (BIS) is hiring an Engineering & DevOps Lead to join our Banking IT team. **Purpose of the job**: The Banking IT team leads and maintains a software portfolio that supports treasury and asset management activities of the BIS. Our systems support trading, financial...


  • Basel, Schweiz LGT Vollzeit

    LGT ist eine führende internationale Private Banking und Asset Management Gruppe, die sich seit über 100 Jahren im Besitz der Fürstenfamilie von Liechtenstein befindet. Mit rund 600 Mitarbeitenden hat sich die LGT Bank Schweiz als namhafte Schweizer Privatbank etabliert und ist sowohl für vermögende Privatkunden wie auch für Mitarbeitende eine...

  • Business Analyst

    vor 14 Stunden


    Basel, Schweiz RMIT Professional Resources AG Vollzeit

    Business Analyst vacancy requiring profound Data Analysis, Banking and Asset Management knowledge for our Basel based client in the Banking sector. Your tasks: Collaborate with business areas to understand their data needs and requirements Define requirements for data products, including table schemas, in collaboration with business stakeholders Design...

  • Business Analyst

    vor 9 Stunden


    Basel, Schweiz RMIT Professional Resources AG Vollzeit

    Business Analyst vacancy requiring profound Data Analysis, Banking and Asset Management knowledge for our Basel based client in the Banking sector. Your tasks: Collaborate with business areas to understand their data needs and requirements Define requirements for data products, including table schemas, in collaboration with business stakeholders Design...

  • Business Analyst

    vor 2 Stunden


    Basel, Schweiz RMIT Professional Resources AG Vollzeit

    Business Analyst vacancy requiring profound Data Analysis, Banking and Asset Management knowledge for our Basel based client in the Banking sector.Your tasks:Collaborate with business areas to understand their data needs and requirementsDefine requirements for data products, including table schemas, in collaboration with business stakeholdersDesign data...


  • Basel, Basel-Stadt, Schweiz Bank J. Safra Sarasin AG Vollzeit

    About Bank J. Safra SarasinA leading private bank with over 180 years of experience, providing personalized investment advisory and asset management services to clients worldwide.We operate globally across 27 locations, valuing our employees as our most valuable asset.Your Role in Our Identity and Access Management TeamAs an IAM Role Engineer, you will play...