Wealth Management, Client Onboarding Specialist, Associate, Zurich

Vor 5 Tagen

Zürich, Zürich, Schweiz Goldman Sachs Vollzeit

YOUR IMPACT

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" 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 on the Client On-Boarding team could be the role for you. Not only will you be involved in all facets of Client On-Boarding, Client Maintenance and KYC 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. 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 GSBZ Bank AG (Switzerland) 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, not only will you gain the opportunity to be part of a tight-knit 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 the Client On-Boarding and Maintenance process for GS Bank AG in Switzerland 


• 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


• Your valuable experience counts. As a high performing individual, you will be expected to share subject matter expert knowledge with others and contribute in Operations forums to educate and evaluate account opening best practices


• 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 team, the expectation is that you will regularly review operational processes to mitigate risk 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 3-4 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 


• Self-motivated and proactive team player who takes ownership and accountability of projects, has strong organizational skills as well as the ability to effectively manage competing priorities


• Excellent English language written and verbal skills essential (and German skills a distinct advantage)


• Flexible and able to work well under pressure in a team environment

PREFERRED QUALIFICATIONS


• Background in Law or a Regulatory environment would be useful


• Proven change agent / ability to improve processes


• Experience in testing of new software

ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at /careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.

  • Wealth Management Associate

    Vor 5 Tagen

    Zürich, Zürich, Schweiz Legal Minds AG Vollzeit

    We are seeking a skilled Onboarding Specialist to join our team at Legal Minds AG in Zurich. The ideal candidate will have experience managing client information, conducting the KYC process, and collaborating with clients and internal teams.The successful candidate will possess fluency in English, a proactive and independent working style, and at least 5...

  • Client Onboarding Specialist

    Vor 5 Tagen

    Zürich, Zürich, Schweiz Legal Minds AG Vollzeit

    Leverage your expertise as an Onboarding Specialist to deliver exceptional service to our clients. At Legal Minds AG, we are committed to providing a seamless onboarding experience that meets the highest standards of quality and professionalism.The successful candidate will be responsible for managing client information, conducting the KYC process, and...

  • Onboarding Specialist

    Vor 5 Tagen

    Zürich, Zürich, Schweiz Legal Minds AG Vollzeit

    We are looking for an Onboarding Specialist (80%) to join a Wealth Management firm in Zurich:Do you know how to:Open new client accounts and manage client information?Conduct the KYC process and ensure a smooth onboarding experience?Collaborate with clients and internal teams to ensure seamless operations?If you additionally bring the following to the table,...

  • Wealth Management Operations, Client Onboarding

    Vor 2 Tagen

    Zürich, Zürich, Schweiz Goldman Sachs Bank AG Vollzeit

    Opportunity Overview sitemap_outline CORPORATE TITLE Analyst language OFFICE LOCATION(S) Zurich assignment JOB FUNCTION Client Onboarding & Configuration account_balance DIVISION Asset & Wealth ManagementYOUR 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...

  • Wealth Management Consultant with Client Portfolio

    Vor 6 Tagen

    Zürich, Zürich, Schweiz Edwards Wealth Management AG Vollzeit

    Job DescriptionWe seek a highly skilled and experienced Wealth Management Consultant to manage a loyal book of clients.Your primary focus will be on building strong relationships, delivering exceptional service, and driving revenue growth through strategic partnerships and business development.

  • Client Onboarding Specialist

    Vor 3 Tagen

    Zürich, Zürich, Schweiz Goldman Sachs Bank AG Vollzeit

    About the Role: We are seeking a skilled Client Onboarding Specialist to join our team in Zurich. As a key member of PWM Operations, you will play a critical role in delivering high-quality client onboarding experiences that meet our clients' evolving needs.The successful candidate will have a deep understanding of client onboarding processes and a proven...

  • Wealth Management Associate

    vor 12 Stunden

    Zürich, Zürich, Schweiz EFG International Vollzeit

    Role SummaryWe are seeking a highly motivated Wealth Management Associate to join our private banking team at EFG International.The successful candidate will have a strong background in banking, excellent communication skills, and the ability to work effectively with clients to deliver high-quality services.Key responsibilities include:Supporting CROs in...

  • Client Onboarding Specialist

    vor 1 Tag

    Zürich, Zürich, Schweiz Goldman Sachs Bank AG Vollzeit

    Job DescriptionWe are looking for an experienced Client Onboarding Specialist to join our PWM Operations team in Zurich. As a key contributor, you will be responsible for delivering high-quality client onboarding experiences and driving process improvements across the organization.Your ImpactDrive process improvements and efficiency gains through innovative...

  • Client Onboarding

    Vor 3 Tagen

    Zürich, Zürich, Schweiz Goldman Sachs Bank AG Vollzeit

    Opportunity Overview sitemap_outline CORPORATE TITLE Associate language OFFICE LOCATION(S) Zurich assignment JOB FUNCTION Client Onboarding & Configuration account_balance DIVISION Asset & Wealth ManagementYOUR 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...

  • Senior Client Advisor

    Vor 4 Tagen

    Zürich, Zürich, Schweiz Edwards Wealth Management AG Vollzeit

    About the OpportunityWe are seeking experienced private bankers or asset managers to join our team as Wealth Management Specialists.This is an excellent opportunity for professionals who want to leverage their expertise and build a successful career in wealth management.Responsibilities and RequirementsManage existing client relationships with a strong focus...

  • Wealth Management Specialist

    Vor 2 Tagen

    Zürich, Zürich, Schweiz FINDERS SA Vollzeit

    FINDERS SA seeks a Wealth Management Specialist to develop and maintain relationships with high-net-worth clients in the cross-border markets segment.Job Description :Develop and manage client portfolios, focusing on cross-border markets.Provide tailored financial and investment solutions to clients.Acquire new clients and assets through networking and...

  • Wealth Management Specialist

    Vor 5 Tagen

    Zürich, Zürich, Schweiz Sang Zarrin Vollzeit

    Our Client">A multi-family office seeking talented professionals to provide bespoke investment advisory services to entrepreneurs, ultra-high net worth individuals, single family offices, and institutions.">The Opportunity">As a Senior Private Banker, you will join an innovative team and help shape the future of wealth management, focusing on the growth in...

  • Wealth Management Specialist

    vor 1 Tag

    Zürich, Zürich, Schweiz Helvetic Trust AG Vollzeit

    At Helvetic Trust AG, we pride ourselves on providing exceptional personalised service to high-net-worth individuals. As a leading private wealth management firm, we offer long-term trusted partnerships built on competence and integrity.This role will support the Senior Partner in the day-to-day servicing of our clients. You will play a key role in preparing...

  • Wealth Management Associate

    vor 22 Stunden

    Zürich, Zürich, Schweiz talendo AG Vollzeit

    Sales and Trading InternshipWe're looking for ambitious students to join our 2025 Off-cycle Internship within our Personal & Corporate Chief Operations Office - Client Pricing team in Switzerland.You'll use data and insights to develop new products, and liaise with multiple stakeholders to assess our current offerings from different angles.You'll support...

  • Operations and Client Management Specialist

    Vor 3 Tagen

    Zürich, Zürich, Schweiz Goldman Sachs Bank AG Vollzeit

    About the Team: Our Operations and Client Management Specialist team is dedicated to delivering exceptional client experiences through expert configuration and maintenance of client data. We pride ourselves on being a collaborative and dynamic team that values innovation, precision, and attention to detail.We are seeking an experienced Client Onboarding and...

  • Part-time Wealth Manager

    Vor 5 Tagen

    Zürich, Zürich, Schweiz Legal Minds AG Vollzeit

    Join our dynamic team at Legal Minds AG as an Onboarding Specialist and contribute to the delivery of exceptional service to our clients. As a key member of our wealth management team, you will be responsible for managing client information, conducting the KYC process, and collaborating with clients and internal teams.The successful candidate will possess...

  • Wealth Management Expert

    Vor 4 Tagen

    Zürich, Zürich, Schweiz Sang Zarrin Vollzeit

    Company OverviewSang Zarrin is a renowned Multi-Family Office, catering to the needs of entrepreneurs, ultra-high net worth individuals, single family offices, and institutions. Our client values innovation, entrepreneurial spirit, and exceptional wealth management services.Job DescriptionWe are actively searching for Senior Private Bankers at the...

  • Wealth Management Specialist

    Vor 4 Tagen

    Zürich, Zürich, Schweiz Edwards Wealth Management AG Vollzeit

    Join Our TeamWe are looking for experienced private bankers or asset managers to join our team as Business Development Executives.This is an exciting opportunity for professionals who want to leverage their expertise and build a successful career in business development.Key ResponsibilitiesIdentify and pursue new business opportunities through referrals and...

  • Wealth Management Für West- Und Zentraleuropa

    Vor 5 Tagen

    Zürich, Zürich, Schweiz VfU-Management Consulting & Executive Search Vollzeit

    Wealth Management für West- und Zentraleuropa Schweizer Privatbank mit Multi Family Office Unsere Klientin ist eine kleinere, erfolgreiche und unabhängige Schweizer Privatbank in Zürich. Kerngeschäft ist das nationale Vermögensverwaltungsgeschäft für anspruchsvolle, wohlhabende Privatkunden und institutionelle Investoren. Die Bank bietet - gestützt...

  • Specialist Private Banking Client Onboarding

    vor 3 Wochen

    Zürich, Zürich, 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 internationale...