обновлено 15 часов назад
Senior Analyst (Private Wealth Operations)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Analyst (Private Wealth Operations): Managing trade and transfer operations for high-net-worth clients with an accent on risk management and client experience. Focus on performing payment due diligence, executing security transfers, and reconciling incoming client cash to ensure flawless execution of transactions.
Location: Onsite in Zurich, Switzerland
Company
is a leading global investment banking, securities and investment management firm founded in 1869.
What you will do
- Partner across the PWM Business and global network to respond to client requests in a timely manner.
- Perform client payment due diligence to safeguard funds from external fraud risks.
- Execute security transfers for PWM clients across various markets and manage custody structures.
- Reconcile incoming client cash and support the bank's Treasury function via Agent Banks.
- Participate in global projects to drive the strategy of PWM Operations functions.
- Review operational processes to mitigate risk and strengthen the control environment.
Requirements
- Bachelor's degree with 1-3 years of relevant work experience in financial services operations.
- Experience in Treasury functions, Asset Transfers, and/or Custody related services.
- Strong analytical, problem-solving, and organizational skills.
- Proficiency in Microsoft Office Suite, particularly Excel, PowerPoint, and Word.
- Fluency in spoken and written English is essential.
- Must be based in Zurich, Switzerland.
Nice to have
- Proficiency in German, Spanish, Italian, or French.
Culture & Benefits
- Opportunities to see how a global bank works front-to-back.
- Commitment to diversity and inclusion with numerous professional growth opportunities.
- Access to firmwide networks, wellness, and personal finance offerings.
- Mindfulness programs and a high-performing team environment.
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