Junior Business Project Manager: Advisory process Integration (temporary contract) #231314
Credit Suisse is a leading global wealth manager with strong investment banking and asset management capabilities. Founded in 1856, Credit Suisse has expanded to be a global force employing over 45,000 people in 50 countries. With new leadership, a new strategy and a streamlined global organization, we are set for growth. We partner across businesses, divisions and regions to create innovative solutions to meet the needs of our clients—and to help our employees grow. It is a high priority for us to continually invest in our employees by providing ongoing opportunities for training, networking and mobility. Join us and let's shape the future of Credit Suisse together.
We Offer Credit Suisse Group AG has been acquired by UBS Group AG. Credit Suisse continues its business activities as a subsidiary company of UBS Group AG, including selective hiring for experienced professionals.
UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it’s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills, and experiences within our workforce.
Are you passionate about financial markets? Are you an innovator who loves conceptual thinking, to structure and to solve problems, and deliver optimal solutions to internal and external clients?
To strengthen our team we're looking for a Business Project Manager to:
You will be working in the Advisory Process & Experience team, the global competence center for all questions regarding the Advisory Process for Wealth Management and Swiss Bank clients seeking advice, supporting them to take their best investment decisions. We work closely with our colleagues across the bank to ensure the Advisory Process is well integrated in the investment value chain in Global Wealth Management across markets and locations. We also have a strong collaboration with the Agile Delivery Organization to drive the development of the Investor Profiling, to improve user experience both with client advisors and clients, expand the tools to enable better client-facing advice, enable efficiency by introducing client self-service, and ensure regulatory compliance.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of Credit Suisse and make an impact?
We understand the importance of flexible working and we would welcome a conversation about this. We are open to discussing both formal and informal flexible working arrangements.
We are a department, which values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values.Remote Working? Yes
You Offer
#LI-CSJOB
Ms. D. Fryzowicz would be delighted to receive your application (including motivation letter, references, educational documents etc.)
Please apply via our career portal.
Your new employer
Credit Suisse Group AG has been acquired by UBS Group AG. Credit Suisse continues its business activities as a subsidiary company of UBS Group AG, including selective hiring for experienced professionals.
UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it’s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills, and experiences within our workforce.
We Offer Credit Suisse Group AG has been acquired by UBS Group AG. Credit Suisse continues its business activities as a subsidiary company of UBS Group AG, including selective hiring for experienced professionals.
UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it’s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills, and experiences within our workforce.
Are you passionate about financial markets? Are you an innovator who loves conceptual thinking, to structure and to solve problems, and deliver optimal solutions to internal and external clients?
To strengthen our team we're looking for a Business Project Manager to:
- strategically drive and contribute to the integration measures, by working closely with stakeholders across the bank.
- support the overarching Global Investment management pre migration cleanup project.
- act as a contact for the Advisory Process related questions and support the different markets in preparing their clients for the migration globally.
- develop guidance for Client Advisors, aligned with business stakeholders and control functions in different locations and business areas.
- ensure correct implementation of business and regulatory driven requirements in the respective tools and documents in collaboration with the respective technical experts across the bank.
You will be working in the Advisory Process & Experience team, the global competence center for all questions regarding the Advisory Process for Wealth Management and Swiss Bank clients seeking advice, supporting them to take their best investment decisions. We work closely with our colleagues across the bank to ensure the Advisory Process is well integrated in the investment value chain in Global Wealth Management across markets and locations. We also have a strong collaboration with the Agile Delivery Organization to drive the development of the Investor Profiling, to improve user experience both with client advisors and clients, expand the tools to enable better client-facing advice, enable efficiency by introducing client self-service, and ensure regulatory compliance.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of Credit Suisse and make an impact?
We understand the importance of flexible working and we would welcome a conversation about this. We are open to discussing both formal and informal flexible working arrangements.
We are a department, which values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values.Remote Working? Yes
You Offer
- at least 2 years’ work experience in a project environment, change management, consulting, and relationship management experience is a plus
- experience in wealth management advisory services and an affinity for the digitalization of advisory process related topics (data capturing, goal-based investing, core/satellite, self-service advice etc.) are particularly helpful
- a strong analytical and conceptual skill set as well as a problem-solving, pragmatic attitude
- an understanding of the wealth management business
- proactive team player and willingness to take ownership
- well-organized with a strong eye for details
- passionate about working with a wide of variety of stakeholders across the organization and able to distill information into one concise message
- fluent in English, other languages are a benefit.
#LI-CSJOB
Ms. D. Fryzowicz would be delighted to receive your application (including motivation letter, references, educational documents etc.)
Please apply via our career portal.
Your new employer
Credit Suisse Group AG has been acquired by UBS Group AG. Credit Suisse continues its business activities as a subsidiary company of UBS Group AG, including selective hiring for experienced professionals.
UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it’s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills, and experiences within our workforce.
About the company