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Banking Transactions Operations Analyst

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Banking Anlagenverwaltung Beratung Englisch Back Office


General Information:

  • Position: Banking Transactions Operations Analyst
  • Start date: ASAP
  • Contract duration: 6 months (extension possible)
  • Location: Zurich

Key Responsibilities:

We are offering a position in Closing Units & Dormant Accounts in the International Wealth management division.

  • You will be responsible for the day to day support and advisory tasks for our clients in the specialist area of all topics around closures and transfers of Private Banking clients.
  • In this role you take over responsibility as knowledge expert and one-port-of entry for all requests related to closures.
  • You are acting as interface between the front organization and the relevant Back Office units as well as with clients.

Essentials Skills and Qualifications:

  • Previous CS experience (good understanding of tools and processes)
  • Completed basic banking training, Matura or equivalent degree
  • Minimum of 2 years of working experience preferably within Private Banking and a regulatory driven environment
  • High sense of responsibility and independent working practice, showing initiative and high level of reliability solution orientation, service understanding and willingness to perform
  • Good communication skills (written and verbal)
  • Fluency in English, any additional language skills would be an advantage

Overview of the department:

One of the Closures teams within Closing Unit & Dorman Accounts is a point of contact for Relationship Managers seeking support for closing related inquiries. Some accounts are directly transferred to one of the Closing Unit teams for direct closure. You are responsible to assure closures and transfers done in best of client's interest. The team is part of the IWM COO organization and works closely together with various other departments all over the bank.

Job Title: Banking Transactions Operations Analyst

Location: Zürich, Switzerland

Job Type: Contract

TEKsystems, an Allegis Group company. Allegis Group AG, Basel, Switzerland. Registration No. CHE-. TEKsystems is a company within the Allegis Group network of companies (collectively referred to as "Allegis Group"). Aerotek, Aston Carter, EASi, TEKsystems, Stamford Consultants and The Stamford Group are Allegis Group brands. If you apply, your personal data will be processed as described in the Allegis Group Online Privacy Notice available at our website.

To access our Online Privacy Notice, which explains what information we may collect, use, share, and store about you, and describes your rights and choices about this, please go our website.

We are part of a global network of companies and as a result, the personal data you provide will be shared within Allegis Group and transferred and processed outside the UK, Switzerland and European Economic Area subject to the protections described in the Allegis Group Online Privacy Notice. We store personal data in the UK, EEA, Switzerland and the USA. If you would like to exercise your privacy rights, please visit the "Contacting Us" section of our Online Privacy Notice on our website for details on how to contact us. To protect your privacy and security, we may take steps to verify your identity, such as a password and user ID if there is an account associated with your request, or identifying information such as your address or date of birth, before proceeding with your request. commitments under the UK Data Protection Act, EU-U.S. Privacy Shield or the Swiss-U.S. Privacy Shield.

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