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Investment Platform & Governance Specialist (m/w/x)
Preparing proposals for the Product Committee and supporting investment solution launches. 7-10 years in Swiss private banking or wealth management required. Support for product approval processes and CLC functioning.
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Anforderungen
- Hands-on experience in Swiss private banking/wealth management
- Strong understanding of FINMA and FinSA requirements
- Excellent stakeholder management skills
- 7–10 years relevant experience in Product Management, Investment Governance, Investment Advisory or Portfolio Management
- Experience in Swiss private banking or wealth management environment
- Proven experience within Swiss regulatory framework (FINMA, FinSA)
- Experience with product governance and suitability requirements
- Experience interacting with Product Committees, Investment Committees and governance bodies
- Strong commercial mindset
- Ability to balance governance, client outcomes and business objectives
- Excellent stakeholder management and influencing skills
- Ability to build strong relationships across Front Office, Investments, Compliance, Risk and global teams
- Highly organized, structured and detail-oriented
- Strong project coordination skills
- Comfortable working in dynamic and collaborative environment
- Comfortable working with multiple stakeholders
- Fluent English and Spanish essential
- Portuguese and French advantageous
- CWMA, CFA or equivalent professional qualification advantageous
Aufgaben
- Contribute to the functioning of the Product Committee (CLC)
- Prepare proposals for the Product Committee
- Ensure effective decision-making aligned with client needs and commercial priorities
- Partner with stakeholders to support efficient product approval processes
- Support the timely launch of investment solutions
- Manage the product lifecycle
- Ensure the investment platform remains competitive, differentiated, and fit for purpose
- Support the effective implementation of Product Committee decisions
- Maintain governance documentation and product records
- Coordinate the Local Investment Forum process
- Support the communication of the Bank's investment views
- Promote consistency between strategic asset allocation, approved investment solutions, and client portfolio implementation
- Monitor execution of key investment decisions and follow-up actions
- Support initiatives that strengthen advisory quality and consistent investment practices
- Monitor product penetration, client adoption, and revenue trends
- Identify opportunities for improving the investment platform
- Develop insights that support product positioning, commercial priorities, and client outcomes
- Coordinate structured communication to Front Office teams
- Prepare management reporting and strategic analyses for the CIO
- Collaborate with the Global CIO to ensure consistency between global investment frameworks and Swiss regulatory requirements
- Partner with Compliance and Risk to ensure governance frameworks balance regulatory requirements with commercial objectives
- Support the integration of suitability, product governance, and conflict-of-interest frameworks
- Translate regulatory developments into practical and business-oriented solutions
Berufserfahrung
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Von Nejo automatisch aufbereitet
Nejo hat diesen Job automatisch von der Website des Unternehmens SZ1 Banco Santander International SA 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 SZ1 Banco Santander International SAÜber das Unternehmen
SZ1 Banco Santander International SA is responsible for minimizing the company's exposure to risk by conducting various operations across the FCC function including monitoring, identifying, and detecting suspicious activities and trends through various systems/applications.
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