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16146en
- Contract
- English
- Mid-Senior level
- Investment, Trading & Risk Management
- Zurich
- Financial Services
Skills
Risk, Governance, Project Management, Life Insurance, Wealth Planning, Private Banking
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This vacancy has now expired
On behalf of one of our clients, a leading Swiss private bank, Swisslinx is seeking a Project Manager to join the wealth planning team of the bank in Zurich. As a Project Manager you would be leading the establishment and implementation of a risk and governance framework for life insurance solutions for global clients.
This is a temporary position (100%), starting as soon as possible, and initially running until the end of the year.
Your responsibilities:
• Take a leading role in the development and implementation of a risk & governance framework for life insurance solutions for the banks’ international client base
• Ensure adherence to internal and external governance policies and regulatory requirements for respective products
• Define and set internal rules and controls for life insurance offerings incl. 3rd party portfolio authorization
• Integrate new risk and governance principals into existing frameworks within wealth planning
• Work alongside senior wealth planners, insurance specialists and front office staff, manage stakeholders and produce and present reports for senior management
• Streamline internal processes and evaluate new, efficient procedures
Your profile:
• Bachelor’s degree in Law, Finance, Business Administration, Risk Management or related field
• Minimum of 10 years of experience in wealth management, wealth planning or private banking (either banking or insurance) incl. prior experience in managing projects
• Demonstrated expertise in risk management and the development of governance frameworks with prior experience working with life insurance products & solutions
• Comprehensive understanding of current regulations in Switzerland and international markets, particularly Luxembourg and Asia (would be an asset)
• Fluency in English, German would be beneficial
• Proven ability to manage multiple projects and engage with senior stakeholders concurrently
• In-depth understanding of wealth planning offerings in private banking and associated regulatory requirements
The benefits:
• Opportunity to work in a dynamic and growing field within a prestigious financial institution
• Take a leading role within a key project for the bank, further developing their top-notch offering to private clients globally
• Enjoy a central work location in Zurich
If you meet the above qualifications and are looking to contribute your expertise in a leading Swiss private bank, we encourage you to apply.
This is a temporary position (100%), starting as soon as possible, and initially running until the end of the year.
Your responsibilities:
• Take a leading role in the development and implementation of a risk & governance framework for life insurance solutions for the banks’ international client base
• Ensure adherence to internal and external governance policies and regulatory requirements for respective products
• Define and set internal rules and controls for life insurance offerings incl. 3rd party portfolio authorization
• Integrate new risk and governance principals into existing frameworks within wealth planning
• Work alongside senior wealth planners, insurance specialists and front office staff, manage stakeholders and produce and present reports for senior management
• Streamline internal processes and evaluate new, efficient procedures
Your profile:
• Bachelor’s degree in Law, Finance, Business Administration, Risk Management or related field
• Minimum of 10 years of experience in wealth management, wealth planning or private banking (either banking or insurance) incl. prior experience in managing projects
• Demonstrated expertise in risk management and the development of governance frameworks with prior experience working with life insurance products & solutions
• Comprehensive understanding of current regulations in Switzerland and international markets, particularly Luxembourg and Asia (would be an asset)
• Fluency in English, German would be beneficial
• Proven ability to manage multiple projects and engage with senior stakeholders concurrently
• In-depth understanding of wealth planning offerings in private banking and associated regulatory requirements
The benefits:
• Opportunity to work in a dynamic and growing field within a prestigious financial institution
• Take a leading role within a key project for the bank, further developing their top-notch offering to private clients globally
• Enjoy a central work location in Zurich
If you meet the above qualifications and are looking to contribute your expertise in a leading Swiss private bank, we encourage you to apply.
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