Weitere Jobangebote:

47 Anlageberater Stellen gefunden

Weitere Jobangebote

Stellen zum Suchbegriff Anlageberater finden sich auch unter den folgenden Berufen:

Jobs nach Städten

Stellen zum Suchbegriff Anlageberater finden sich auch in folgenden Orten:


Suitability Expert

Bank J. Safra Sarasin AG

Zurich or Basel

Die komplette Bewerbungsadresse entnehmen Sie bitte dem Stelleninserat.

Suitability Expert
Suitability Expert

Bank J. Safra Sarasin Ltd is a leading sustainable private bank, offering all the advantages of the Swiss banking
environment together with dynamic and personalised advisory services focusing on opportunities in international
financial markets. The Bank provides a high level of services and expertise when acting as investment advisor and asset
manager for private and institutional clients. Financial strength, excellent client services and outstanding quality
are therefore key elements of its corporate philosophy.J. Safra Sarasins most valuable capital is its employees. They
are essential to the success of the organisation, now and in the future. Their technical expertise, professional
qualifications and social skills are highly valued by the Groups clients, management and business partners. The
success of J. Safra Sarasin depends on the enthusiasm and commitment of every one of its employees
worldwide.DivisionCorporate Center & LogisticsFunction/PositionSuitability ExpertLocationZurich or
BaselFunction/Position objectivesYour are part of the Regulatory Solutions team and in this function understand the
impact of current and future regulations on the Bank, especially in the area of investor protection with a focus on
client and product suitability in Switzerland and Europe but also other global regions of the bank. You will support
the Bank's Suitability Competence Center team and in this role act as subject matter expert on Suitability and service
provider to the front units. You will work closely with various functions and specialists within the Bank (e.g. Legal,
Compliance, IT, Operations). The role will involve high business exposure and management visibility.Responsibilities

- Assume responsibility for Suitability related tasks including daily management of requests from client relationship
managers and monitoring and reporting of issues.
- Support the identification of relevant risks and the introduction and execution of respective controls and
procedures. Assist in defining and rolling out appropriate training measures.
- Support the development of the Bank's Suitability framework and identify areas for improvement regarding processes,
systems, controls, and reporting.
- Maintain the Bank's system-based rule set for regulatory & business order validations.
- Establish an effective working relationship and ensure on-going close interaction with Bank's front units to raise
awareness on Suitability topics.
- Support the roll-out of the Bank's Suitability principles and standards to further entities in Switzerland and
international locations.
- Prepare analyses, assessments, reports and presentations for senior management.


- University education in business, economics, law or information technology (or equivalent education) preferable,
however not mandatory.
- At least 3 years relevant experience in a banking or consultancy environment (e.g. in Legal, Compliance, Regulatory,
Business Analysis or Projects departments).
- Very good computer skills (Word, Excel, PowerPoint). Avaloq knowledge and/or visual basic scripting skills
preferable, however not mandatory.
- Practical experience in interaction with front units preferable, however not mandatory.
- Excellent oral and writing skills in English and German, good communication and presentation skills.
- Understanding of the legal and regulatory environment and relevant developments in the banking industry with a focus
on regulation an advantage.
- Ability to prioritize, organize own work and good interpersonal skills are essential. Hands-on working attitude,
combining reliability, accuracy, and pragmatism.

Activity rate100%Please send your application to:Only direct applications will be considered.