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Ref.9645 - PWM Operations Client & Product Management Associate, Zurich
To: Maria Lopez
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PWM Operations Client & Product Management Associate, Zurich


Ref. 9645
Permanent position
Client's sector: Wealth & Asset Management

Skills: Client On-Boarding, Operations, wealth management
Required languages: English, Spanish
Industry: Banking & Financial Services

About our client:

Our client is a globally renowned US investment banking and financial services group.

On behalf of our client, Swisslinx is looking for an experienced and motivated professional to take on a challenging role as a PWM Operations Client & Product Management Associate to work within the Operations team.

Your mission:

-Reviewing, analyzing and understanding complex accounts structures to ensure they are set up completely and accurately

-Regularly reviewing operational processes to mitigate risk and identify opportunities to further strengthen the control environment

-Provide excellent client service to sales, ensuring timely resolution to client inquiries and ensure satisfactory turnaround time of account opening request

-Contributing and being involved with regional & global projects across PWM Operations

Your background:

-Minimum of 3-5 years of experience in financial services, preferably within Account Opening or Client identification / Rollin Review position

-Background in Law or Regulatory environment

-Experience of VAT and Transactional Taxes in respect of Account Opening

-English is a must. Spanish would be an advantage.

Contact person: Maria Lopez

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