Private Banking Expert
vor 3 Wochen
About the Role
As a Senior Consultant in Private Banking, you will be part of our Financial Services Practice, supporting clients in their digital transformation journey. Your role will involve coordinating with internal partners, reviewing processes, and advising clients on improvements.
Your Key Responsibilities
- Develop a framework based on experience and Capgemini's methodology;
- Collaborate with internal partners to obtain required information and applicable documentation related to client onboarding and KYC production;
- Review Onboarding & KYC processes and advise clients on processes convergence and alignment with vendors' solution capabilities;
- Identify potential sources of improvements to rationalize processes and reduce risks and costs;
- Analyze gaps in target solution out-of-the-box processes from an adoption perspective;
- Lead workshops with multicultural and diverse stakeholders.
About You
- Minimum 5 years of experience in consulting firms, with a record of expertise and accomplishment;
- Solid understanding of Private Banking IT systems (at least 2-3 years of working experience specifically in Wealth Management) and best practices;
- Knowledge of private banking processes (onboarding, static data management, CRM/CLM, KYC/AML, data governance policy) and business activities, compliance/risk issues;
- Experience in projects implementing CRM solutions in Wealth Management, such as Finantix and WDX is a plus;
- Excellent communication skills with a collaborative personality, ability to frame complex concepts into easy-to-understand information to stakeholders;
- Good capabilities to work autonomously, with few guidance, and still get things done;
- Fluent in both English and French.
About Working at Capgemini
- Craft your own career path through continuous learning and personal growth;
- Experience the benefits of hybrid working, offering flexibility and ensuring work-life balance;
- Harness the strength of diverse teams, fostering innovation and inclusive collaboration;
- We offer additional benefits such as 5 weeks of vacation, Employee referral bonus, Company shares program, and Annual contribution to a fitness subscription.
Capgemini's Commitment to Equality and Diversity
Capgemini Switzerland is an equal opportunity employer. We promote equality and dignity in all aspects of recruitment and employment, and all offers of employment and promotions are made on the basis of performance, competence, and ability.
About Capgemini
Capgemini is a global business and technology transformation partner, helping organizations to accelerate their dual transition to a digital and sustainable world, while creating tangible impact for enterprises and society. It is a responsible and diverse group of team members in more than 50 countries. With its strong over 55-year heritage, Capgemini is trusted by its clients to unlock the value of technology to address the entire breadth of their business needs. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, cloud, and data, combined with its deep industry expertise and partner ecosystem. The Group reported global revenues of 22.5 billion.
-
Financial Services Professional
vor 2 Wochen
Genf, Genf, Schweiz AXEPTA SA VollzeitAbout AXEPTA SAAXEPTA SA is a dynamic organization that offers exciting career opportunities in the financial services sector.Job SummaryWe are seeking a highly organized and detail-oriented Financial Services Professional to join our team as a Private Banking Expert. This role will involve providing exceptional support to our Private Bankers and the Private...
-
Taxation Expert for Private Banking
vor 2 Wochen
Genf, Genf, Schweiz Michael Page VollzeitJob DescriptionWe are seeking an experienced Taxation Expert to join our team in Private Banking. As a key member of our organization, you will be responsible for supporting tax reporting activities and leading workshops with technical and business stakeholders.Key Responsibilities:Collaborate with business and IT stakeholders to support tax reporting...
-
High Net Worth Segment Lead
vor 1 Woche
Genf, Genf, Schweiz HSBC Private Banking VollzeitJob SummaryWe are seeking an experienced High Net Worth Segment Lead to join our team in Switzerland. As a key member of our Private Banking division, you will be responsible for leading the growth and development of our UHNW client segment.About HSBC Private BankingHSBC Private Banking is a leading global private banking and wealth management business,...
-
Private Banking Associate
vor 4 Wochen
Genf, Genf, Schweiz AXEPTA SA VollzeitKey Responsibilities:Ensure accurate, timely, and recorded execution of clients' instructions, trades, transfers, and requests for information.Support Private Bankers and the Private Banking Assistant desk during absences for deposits, cash management, corporate actions, cash transfers, and invoice payments.Assist in compliance documentation and...
-
Private Banking Support Specialist
vor 3 Wochen
Genf, Genf, Schweiz AXEPTA SA VollzeitMAIN RESPONSIBILITIES:Verify the accuracy and timeliness of client instructions and transactions.Support Private Bankers and the Private Banking Assistant team during absences, focusing on deposits, cash management, and corporate actions.Ensure compliance documentation is handled effectively.Perform administrative tasks and ad-hoc requests.SKILLS AND...
-
Technical Support Specialist
vor 4 Wochen
Genf, Genf, Schweiz Synechron Switzerland Vollzeit2nd Level Support Specialist - Private BankingYour role:To strengthen our Synechron Switzerland team, we are seeking a Support Specialist to join us in supporting a well-established private bank in Geneva. Your responsibilities:You will provide second-level technical and functional support for banking applications managed within the team;You will address...
-
Genf, Genf, Schweiz Synechron VollzeitJob DescriptionWe are seeking a highly skilled Support Specialist to join our Synechron team in Geneva, Switzerland. As a key member of our team, you will be responsible for providing second-level technical and functional support for banking applications.About the RoleYou will provide expert support for banking applications, addressing incidents, documenting...
-
Tax Reporting Specialist
Vor 6 Tagen
Genf, Genf, Schweiz Michael Page VollzeitJob Description:We are seeking a seasoned Tax Reporting Specialist to join our team in Switzerland. As a key member of our private banking department, you will be responsible for collaborating with business and IT stakeholders to support tax reporting activities.The ideal candidate will have proven experience in tax reporting and systems within a financial...
-
Relationship Manager Private Banking Professional
vor 3 Wochen
Genf, Genf, Schweiz AXEPTA SA VollzeitMAIN RESPONSIBILITIES :Ensure the accuracy and timely execution of clients' instructions, trades, transfers, and requests for information;Support Private Bankers and the Private Banking Assistant desk during absences with respect to deposits, cash management, corporate actions, cash transfers, and invoice payments;Assist the team of Bankers with compliance...
-
Senior Consultant in Private Banking
vor 1 Monat
Genf, Genf, Schweiz Capgemini VollzeitAt Capgemini, we're looking for a Senior Consultant in Private Banking to support our clients in their digital transformation. As a key member of our Financial Services Practice, you'll work closely with internal partners to review processes and advise clients on improvements.Key Responsibilities:Develop a framework based on experience and Capgemini's...
-
Genf, Genf, Schweiz Capgemini VollzeitCareer Opportunity: Senior Consultant in Private BankingWe are looking for experienced Consultants to support our clients in their digital transformation journey within the Financial Services Practice.This role will involve coordinating with internal partners, reviewing processes, and advising clients on improvements. Your key responsibilities will...
-
Product Owner
vor 4 Wochen
Genf, Genf, Schweiz Synechron Switzerland VollzeitJob Title: Product Owner - Business Analyst PMS Private BankingJob Description:As a Product Owner - Business Analyst PMS Private Banking at Synechron Switzerland, you will serve as the primary interface between technology and business areas, identifying requirements and process specifications while collaborating with project teams to ensure adherence to...
-
Banking Project Lead
vor 1 Tag
Genf, Genf, Schweiz Michael Page - Switzerland VollzeitAbout Our ClientOur esteemed client is a leading global banking institution with a strong presence in Switzerland. As a trusted partner, we have been collaborating with this reputable organization to source exceptional talent for their core banking initiatives.Job DescriptionWe are seeking an experienced Project Lead with expertise in delivering large-scale...
-
Atlassian Jira Implementation Specialist
Vor 2 Tagen
Genf, Genf, Schweiz Synechron Switzerland VollzeitOverviewSynechron Switzerland is seeking a highly skilled Atlassian Jira Implementation Specialist to join our team. This role involves providing expert advice on best practices for using Atlassian Jira solutions, analyzing tasking and service desk needs, and configuring projects according to the company's standards.Job DescriptionThe ideal candidate will...
-
Private Banking Assistant
vor 2 Wochen
Genf, Genf, Schweiz Lombard Odier VollzeitAt Lombard Odier, a global wealth and asset manager, we're seeking a highly skilled Private Banking Assistant to join our Geneva team. With over 225 years of history, our Firm has grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.We're an innovative bank of choice...
-
Crm Assistant In Private Banking Europe
vor 4 Wochen
Genf, Genf, Schweiz Bank J. Safra Sarasin AG VollzeitAbout UsWe are a leading sustainable private bank, operating across 27 locations worldwide for over 180 years. Our success depends on the commitment and enthusiasm of our employees, who bring unique technical expertise, professional qualifications, and social skills to the table. We value each individual and foster a culture that promotes entrepreneurship...
-
Private Banking Relationship Manager
vor 3 Wochen
Genf, Genf, Schweiz Pictet VollzeitKey ResponsibilitiesPictet Wealth Management is seeking a skilled Client Relationship Manager to join our team. As a Client Relationship Manager, you will be responsible for managing client relationships and acting as a point of contact for clients within the Pictet Investment Office (PIO).Your RoleManage client relationships, focusing on UHNWI, and act as a...
-
Senior Banking Operations Specialist
vor 3 Wochen
Genf, Genf, Schweiz AXEPTA SA VollzeitJob SummaryAXEPTA SA is seeking a highly skilled Private Banking Assistant to support our team of Bankers. As a key member of our Private Banking department, you will be responsible for ensuring the accuracy and timeliness of client instructions, trades, and transfers.Main ResponsibilitiesConduct thorough checks of client instructions to ensure accuracy and...
-
Investigations Lead
Vor 4 Tagen
Genf, Genf, Schweiz Michael Page - Switzerland VollzeitAbout the RoleA challenging opportunity has arisen for a seasoned Investigations Lead to join our client, a prominent Geneva-based private banking institution. In this key role, you will oversee AML investigations and SAR reporting, driving compliance excellence in a fast-paced environment.Job DescriptionAs Investigations Lead, you will provide quality...
-
Customer Success Specialist in Private Banking
vor 4 Wochen
Genf, Genf, Schweiz Jobcloud VollzeitAs a leading sustainable private bank, our team offers personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.We are successfully...
