Client Onboarding Specialist (KYC & Documentation) (M/F)
Type de contrat :
Fixe
Ville :
Genève & Zurich
Date d'ouverture du poste :
30/09/2024
Date d'entrée :
As soon as possible
Secteur :
Banque - Finance - Assurance
Fonction :
Risques - Contrôles - Gouvernance
Poste suivi par :
Mouhssine MOUDRIK
Taux d’activité :
100 %
A leading international private bank with offices in Zurich and Geneva.
Description de l'offre
- 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
Profil
- 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
Qualités requises
- Analytical mindset
- Strong communication skills
- Adaptability
- Attention to detail
- Results-oriented
- Autonomy
- Project management
- Prioritization skills
We guarantee you to handle your application in total confidentiality.