Client Onboarding Specialist (KYC & Documentation) (M/F)
Our Client:
A leading international private bank with offices in Zurich and Geneva.
Role & Responsibilities:
- Support the Front Office on the new client adoption and account maintenance activities
- Participate in the continuous assessment and recommend actions to improve the client onboarding process
- Track account opening and maintenance process and proactively follow-up across Front Office teams on progress and propose assistance in resolution of related issues
- Produce regular reporting on account opening process, define and track improvement actions
- Participate in the periodic projects with the objective to share the expertise and contribute to the new process efficiency
Profile:
- Good knowledge of client documentation and regulations in Swiss banking
- Good problem-solving skills, multitasking, attention to detail and accuracy
- At least 5 years of Financial Services experience in similar role including new client adoption and account maintenance
- Working knowledge of Avaloq and Appway is a plus
- Knowledge of CRS and FATCA regulation is a plus
- Excellent level of English, French a plus
Required skills:
- Analytical mindset
- Strong communication skills
- Adaptability
- Attention to detail
- Results-oriented
- Autonomy
- Project management
- Prioritization skills
Contract type:
Permanent
Rate of activity:
100 %
Starting date:
As soon as possible
We guarantee you to handle your application in total confidentiality.
Consultant responsable du mandat : Mouhssine Moudrik
Ref : JD235743741
About the company
Genève / Geneve / Zürich / Genf / Gland
