Budgeting and forecasting for Swiss private banking, including KPI scorecards and headcount proposals. 8-12 years in Swiss private banking or wealth management required. Open-office space with modern equipment.
Deine Match-Analyse
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Anforderungen
- 8–12 years in Swiss private banking or wealth management (COO office, business management, or 1st-line risk/control)
- Deep understanding of FINMA circulars, AMLA/AMLO, and cross-border rules
- Proven financial budgeting, forecasting, variance analysis, and advanced Excel/PowerPoint capabilities
- Track record of managing strategic group-level projects or system rollouts
- Highly credible with senior front-office bankers, ability to constructively challenge
- Highly rigorous, structured, discreet, and independent across multiple sites
- Fluent in French and English; working knowledge of German
- Experience with GCC/Middle East clients or EAM segment is a plus
Aufgaben
- Build and track regional budgets, including revenue, cost, and headcount
- Perform monthly variance analysis for budgets
- Develop forecasting models and resource plans
- Create headcount proposals with HR
- Produce regional KPI scorecards, including revenue, net new money, cost/income ratio, and pipeline capacity
- Implement group-wide cost initiatives locally
- Implement local process changes
- Implement local system rollouts
- Own, run, and document the regional first-line control framework
- Monitor onboarding files for KYC/EDD quality
- Monitor periodic KYC/EDD reviews
- Escalate compliance gaps early
- Track operational errors, incidents, and client complaints
- Lead root-cause analysis for incidents
- Lead remediation for incidents
- Coordinate internal and external audits
- Drive audit findings through full closure
- Maintain the regional Risk and Control Self-Assessment (RCSA)
- Report Key Risk Indicators (KRIs) to leadership
- Support the rollout of regulatory strategies, such as CRD VI implementation
- Oversee mandatory staff training
- Oversee mandatory staff certifications
- Prepare the region for regulatory reviews and inspections
- Support the region for regulatory reviews and inspections
Berufserfahrung
Ausbildung
Sprachen
Tools & Technologien
Benefits
- Top Geneva location
- Friendly, diverse team
- Flat hierarchy
- Collaboration on all levels
- Campus feeling
- Collaborative spirit
- Open-office space
- Modern equipment
- Latest technology
- Agile environment
Von Nejo automatisch aufbereitet
Nejo hat diesen Job automatisch von der Website des Unternehmens BVZH Bank Vontobel AG erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Zur Originalanzeige bei BVZH Bank Vontobel AGÜber das Unternehmen
The company is a family-owned and publicly listed firm committed to long-term thinking and sustainability.
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