Client Offboarding Specialist - Wealth Management
Number of positions: 4
Location: Opfikon, Zurich
Duration: until 31.Dec.2026
Full time (42 hrs per week)
Office job (not remote, not hybrid)
GERMAN & ENGLISH SPEAKING
Your role
Are you a motivated and flexible team member with a positive attitude and analytical way of thinking? Do you have an eye for detail and a quickness to grasp new tasks?
Are you a motivated and flexible team member with a positive attitude and an analytical way of thinking?
- Do you have an eye for detail and learn new tasks quickly?
- Main responsibilities include end-to-end handling of Client Offboarding, such as:
- Orchestration of all required activities with relevant internal partners, including cash transfers, asset transfers, product cancellations (e.g., cards, loans), and custody/account/relationship deactivation
- Collaboration with other teams, for example Asset Transfer Team, Front / Back Office
- Support of Front Office with certain responsibilities, such as client contact, product sales, mandate closures
- Managing standard operating procedures and working on process enhancements
- Identifying risk items and escalating them accordingly to senior management
Your team
You’ll be working in the Client Offboading Team. Your team consolidates the end-to-end process of Offboardings for all Global Wealth Management clients. This opportunity is a start for further development and may be your chance for a professional career within.
Your expertise
- understanding of banking products, min. 6 months relevant banking experience
- language skills: good skills in English and German (written and oral). Other languages are an advantage
- commercial education/diploma or comparable education, higher graduation is an advantage
- excellent knowledge of Microsoft applications (Word, Excel, Outlook, etc.)
- ability to work in a dynamic environment and demonstrate high level of flexibility, positive attitude and result driven mindset
- 5 days Work from Office is a must
- demonstrate ability to deliver outputs with accuracy and high quality of service deliver
- curious, eager to learn and great with receiving and giving feedback
- demonstrate Flexibility to work and partner with different teams based on business requirements and change of work prioritization
- excellent interpersonal and teamwork skills, an absolute team player
- solution-oriented way of thinking (keen to deliver highest level of quality services)
- responsible and conscious of risks
- attention to quality and client satisfaction is imperative