Client Data Controller
vor 1 Monat
Our client is a bank in Zurich. We are looking for a back office specialist (m, w, d) as a
Client Data Controller
Aufgaben
Responsible for the control of client documents and signatures and archiving of client data / Ensuring smooth operations for clients / Responsible for the correctness of client data in the archives throughout the life cycle / Responsible for best practices in client master data management / Controlling and approval of all account openings for both private and corporate clients / Support and close cooperation with the Relationship Managers in Private Banking as well as with Institutional Sales in Asset Management / Contribute to the optimization of service products, tools, processes and systems of the department / Ad hoc group projects.
Qualifikation
Banking apprenticeship, KV or HF / Knowledge of the back office processes of a bank / Experience in account opening and management, ideally in private banking / Knowledge of regulatory requirements such as CDB, KYC and ideally in tax compliance (FATCA, CRS) / Analytical, responsible personality with a quick perception that still remains efficient under time pressure / Ability to set priorities and good work organization / Communication skills and interpersonal skills / IT affinity in dealing with systems and skilled with MS Office / German as well as English.
coni + partner ag
Ivano Coni
Managing Director
Klosbachstrasse 107
CH-8032 Zürich
**Tel.**: +41 44 254 90 10
-
Controller Formalities Client Data Uhnwi
vor 1 Monat
Zurich, Schweiz coni+partner AG VollzeitOur client is an international bank in Zurich. We are looking for as a professional (m, f, d) in the account opening process as a Controller Formalities Client Data UHNWI Tasks Responsible for maintaining close control of customer data in systems to provide day-to-day services to Relationship Managers / Responsible for processing customer documents and...
-
Controller Fund Portfolios and Operations
vor 1 Monat
Zurich, Schweiz coni+partner AG VollzeitOur client is the Asset Management of a Bank in Zurich. We are looking for a financial controller (m, f, d) as a Controller Fund Portfolios and Operations Tasks Control of classic investments (securities) in portfolio systems / Control of data feed from external asset managers and data providers (e.g. Bloomberg) as well as maintenance and quality of data...
-
Reviewer Client Control Data
vor 1 Monat
Zurich, Schweiz coni+partner AG Vollzeitconi + 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 internationale...
-
Finance Controller Liquid Assets
vor 4 Wochen
Zurich, Schweiz coni+partner AG VollzeitOur client is the Asset Management division of an international Swiss bank in Zurich. We are looking for a fincance specialist (m, f, d) as a Finance Controller Liquid Assets Aufgaben Controlling of cash management and currency hedging and funds under management / Approval and management of invoices / Ensuring the correct processing of fund transactions,...
-
Controller (80-100%) Temporary
Vor 2 Tagen
Zurich, Schweiz Vontobel Holding AG Vollzeit**Zürich / Gotthardstrasse 35** *** - At Vontobel, we actively shape the future. We create and pursue investment opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. As a global financial services provider with Swiss roots, we specialize in wealth management, active asset management...
-
Mitarbeiter Client Data
vor 1 Monat
Zurich, Schweiz coni+partner AG Vollzeitconi + 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....
-
Banking Controller
vor 4 Wochen
Zurich, Schweiz Flex Suisse AG VollzeitFlex Suisse is the number one service provider to empower legal & compliance departments with flexible workforce, managed legal services and professional search in Switzerland, Liechtenstein and Germany. For our most recent mandate we are looking for an exceptional talent in the following field: **Banking | Controller | Vaduz | Perm. | 80-100% |...
-
Reviewer Client Control Data
vor 1 Monat
Zurich, Schweiz coni+partner AG Vollzeitconi + 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 internationale...
-
Junior Controller
vor 1 Monat
Zurich, Schweiz Vontobel VollzeitZürich / Gotthardstrasse 35 - At Vontobel, we actively shape the future. We create and pursue investment opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. As a global financial services provider with Swiss roots, we specialize in wealth management, active asset management and...
-
Client Data Process Manager
vor 1 Monat
Zurich, Schweiz Workmanagement VollzeitAls etabliertes Personalvermittlungsbüro mit sechs Standorten in der Schweiz sind wir seit über 40 Jahren auf die Besetzung von kaufmännischen Stellen spezialisiert. Im Auftrag unseres Kunden, einer renommierten Privatbank mit Niederlassung in Zürich, suchen wir ab sofort oder nach Vereinbarung einen vertrauenswürdigen **Client Data Process Manager...
-
Client Data Process Manager
vor 4 Wochen
Zurich, Schweiz Workmanagement VollzeitAls etabliertes Personalvermittlungsbüro mit sechs Standorten in der Schweiz sind wir seit über 40 Jahren auf die Besetzung von kaufmännischen Stellen spezialisiert. Im Auftrag unseres Kunden, einer renommierten Privatbank mit Niederlassung in Zürich, suchen wir ab sofort oder nach Vereinbarung einen vertrauenswürdigen **Client Data Process Manager...
-
Client Data Process Manager
vor 1 Monat
Zurich, Schweiz LGT Gruppe Holding AG VollzeitCategory- Operations- Workload- Full Time ( 80%)- Posted on- 20 June 2023Share this page - twitter - facebook - linkedin - whatsapp - copy url **About us****: LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein,...
-
Fund Controller Pe Programs
vor 4 Wochen
Zurich, Schweiz coni+partner AG VollzeitOur client is the Asset Management of a bank in Zurich. We are looking for an accountant (m, f, d) with a focus investment funds as a Fund Controller PE Programs Aufgaben Responsible for forecasting, cash management and performance measurement of private equity funds / Analysis of investment transactions of the private equity programs / Responsible for...
-
Controller Fund Performance
vor 1 Monat
Zurich, Schweiz coni+partner AG VollzeitOur client is the Asset Management of a Bank in Zurich. We are looking for a fund controller (m, f, d) as a Controller Fund Performance Tasks Responsible for the financial controlling and reporting of the liquid and illiquid fund portfolios, including the financial analysis of different strategies / Monitoring of the development of the fund portfolios,...
-
Controller Fund Portfolios
vor 1 Monat
Zurich, Schweiz coni+partner AG VollzeitOur client is the Asset Management of a Bank in Zurich. We are looking for a fund controller (m, f, d) as a Controller Fund Portfolios Tasks In the central finance department of the international asset management responsible for the financial controlling and reporting of the liquid and illiquid fund portfolios, including the financial analysis of...
-
Controller Pe Funds
vor 1 Monat
Zurich, Schweiz coni+partner AG VollzeitOur client is an asset manager. We are looking for a controller (m, f, d) Private Markets as a Controller PE Funds Aufgaben Responsible for coordinating analysis, controlling performance and monitoring the development of existing private equity and private debt portfolio / Monitoring of primary and secondary portfolio / Support coordination of the...
-
Staff On Call Client Data Networks and Systems
vor 1 Monat
Zurich, Schweiz Credit Suisse AG VollzeitCredit Suisse AG Zurich, SwitzerlandPosted 20 hours ago Contract Competitive - You will be supporting key client data change initiatives on an on-call contract (hourly salary). The opportunity to employ your data and change skills over a spectrum of initiatives and verify on hand the correct implementation of data aggregations and ensure high quality...
-
Staff On Call Client Data Networks and Systems
vor 1 Monat
Zurich, Schweiz Credit Suisse AG VollzeitCredit Suisse AG Zurich, SwitzerlandPosted 21 hours ago Contract Competitive - You will be supporting key client data change initiatives on an on-call contract (hourly salary). The opportunity to employ your data and change skills over a spectrum of initiatives and verify on hand the correct implementation of data aggregations and ensure high quality...
-
Financial Controller Fund Performance
vor 1 Monat
Zurich, Schweiz coni+partner AG VollzeitOur client is the Asset Management of a Bank in Zurich. We are looking for a fund controller (m, f, d) as a Financial Controller Fund Performance Tasks In the central finance department of the international asset management responsible for the financial controlling and reporting of the liquid and illiquid fund portfolios, including the financial analysis...
-
Financial Controller Fund Portfolios
vor 1 Monat
Zurich, Schweiz coni+partner AG VollzeitOur client is the Asset Management of a Bank in Zurich. We are looking for a fund controller (m, f, d) as a Financial Controller Fund Portfolios Aufgaben In the central finance department of the international asset management responsible for the financial controlling and reporting of the liquid and illiquid fund portfolios, including the financial...