Job Description

YOUR IMPACT

Are you a seasoned leader looking to drive significant impact and shape the future of KYC operations? Are you a motivated, detail-oriented, and delivery-focused individual with a proven track record in operational excellence, risk management, and process automation? If the answer to these questions is “yes” and you want to be in a role that provides you with a strategic front-to-back opportunity to influence how a bank operates, while at the same time leading an exceptionally high-performing team – then joining PWM Operations in Zurich to lead our Rolling Review team could be the pivotal role for you. You will not only be instrumental in ensuring the accuracy and regulatory compliance of client KYC refreshes but also play a key role in driving automation initiatives and presenting strategic insights to senior stakeholders. You will continue to gain invaluable new experiences as you work closely with Private Wealth Management Sales, Legal, Compliance, Technology, Finance & Global Operations, and crucially, Financial Crime Compliance and Engineering, in a fast-paced and stimulating role.

OUR IMPACT

Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm’s assets and its reputation. For every client, ensuring their KYC is accurately refreshed and compliant is paramount. It is Operations, that develops the processes and controls to maintain regulatory standards and client trust. PWM Operations in Zurich directly supports all the PWM clients of GSBZ Bank AG (Switzerland) working closely with the local PWM Business teams based in Zurich and Geneva as well as other PWM teams globally. As part of PWM Operations in Zurich, you will lead a tight-knit high-performing team in Switzerland, playing a key role in contributing to PWM Operations globally, particularly in the critical area of KYC Rolling Review.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Leading and mentoring a high-performing team, fostering a culture of excellence and continuous improvement within the Rolling Review function.
• Driving strategic change in KYC and Rolling Review functions with a distinct focus on client experience, both from a Swiss and global perspective.
• Acting as a subject matter expert and strategic leader in KYC Rolling Review processes, ensuring accuracy and compliance with regulatory standards for clients of the PWM business in Switzerland.
• Leveraging your excellent communication and networks to partner effectively with PWM Business, Legal, Compliance, Technology, Financial Crime Compliance, Engineering, and Global Operations, providing optimal client solutions.
• Driving operational process automation initiatives with Engineering to enhance efficiency, control, and scalability within the Rolling Review function.
• Applying your expert risk & control mind-set by critically reviewing operational processes to mitigate risk, strengthen the control environment, and ensure KYC refreshes are accurate and compliant.
• Representing your team and areas of expertise by presenting strategic insights and operational updates to senior audiences and global stakeholders.
• Thinking outside of the box – we value your ideas and expect a significant contribution to enhancing the current suite of processes performed by both the Zurich team and PWM Operations globally.

SKILLS & EXPERIENCE WE’RE LOOKING FOR

• Bachelor’s degree with a minimum of 8+ years of experience in financial services, specifically within banking operations (with transactional focus) and KYC functions
• Prior experience in a Sales role strongly preferred with proven record of driving client experience strategy
• Prior experience of Onboarding and Rolling Review functions strongly preferred, ideally from both Front and Middle Office roles
• Proven leadership experience, including successfully leading and developing teams.
• Exceptional analytical skills, advanced problem-solving ability, and a robust control mentality paired with meticulous attention to detail.
• Demonstrated track record in operational process automation and effective risk management.
• Aptitude for building strong relationships and extensive experience in communicating complex issues and presenting strategic information to a wide array of internal partners, including senior audiences, at differing levels of product or process experience.
• Highly self-motivated and proactive team player who takes ownership, acts as a change agent to improve processes, and has been accountable for significant projects.
• Superior organizational skills as well as the ability to effectively manage competing priorities and thrive in a fast-paced, high-pressure team environment.
• Excellent English language written and verbal skills

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

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