Client Offboarding Specialist - Wealth Management

Client Offboarding Specialist - Wealth Management

Number of positions: 4

Location: Opfikon, Zurich

Duration: until

Full time (42 hrs per week)

Office job (not remote, not hybrid)

GERMAN & ENGLISH SPEAKING

Your role

Are you a motivated and flexible team member with a positive attitude and analytical way of thinking? Do you have an eye for detail and a quickness to grasp new tasks?

Are you a motivated and flexible team member with a positive attitude and an analytical way of thinking?

• Do you have an eye for detail and learn new tasks quickly?
• Main responsibilities include end-to-end handling of Client Offboarding, such as:
• Orchestration of all required activities with relevant internal partners, including cash transfers, asset transfers, product cancellations (e.g., cards, loans), and custody/account/relationship deactivation
• Collaboration with other teams, for example Asset Transfer Team, Front / Back Office
• Support of Front Office with certain responsibilities, such as client contact, product sales, mandate closures
• Managing standard operating procedures and working on process enhancements
• Identifying risk items and escalating them accordingly to senior management

Your team

You ll be working in the Client Offboading Team. Your team consolidates the end-to-end process of Offboardings for all Global Wealth Management clients. This opportunity is a start for further development and may be your chance for a professional career within.

Your expertise

• understanding of banking products, min. 6 months relevant banking experience
• language skills: good skills in English and German (written and oral). Other languages are an advantage
• commercial education/diploma or comparable education, higher graduation is an advantage
• excellent knowledge of Microsoft applications (Word, Excel, Outlook, etc.)

• ability to work in a dynamic environment and demonstrate high level of flexibility, positive attitude and result driven mindset
• 5 days Work from Office is a must
• demonstrate ability to deliver outputs with accuracy and high quality of service deliver
• curious, eager to learn and great with receiving and giving feedback
• demonstrate Flexibility to work and partner with different teams based on business requirements and change of work prioritization
• excellent interpersonal and teamwork skills, an absolute team player
• solution-oriented way of thinking (keen to deliver highest level of quality services)
• responsible and conscious of risks
• attention to quality and client satisfaction is imperative