SAP BRIM SOM and CI Implementation Manager responsible for leading project execution, stakeholder coordination, and process improvements for client digital transformation.
About the role
- Client Implementation Specialist providing expertise in client onboarding and documentation management for international private banking. Responsibilities include collaboration, compliance, and process improvement.
Responsibilities
- Act as central point of contact for the Front Office and internal stakeholders (CLM KYC, AFC/Compliance, Legal and Middle Office Operations) concerning client on-boarding queries and status updates until final client adoption/review
- Identify and fill-in account opening documents, liaise effectively with client-facing teams and provide strategic guidance as needed around preparation of client documentation in a high quality and timely manner.
- Handle/oversight of account maintenance activities, – passport expiry, and documentation deferral tracking until resolution.
- Review, assess and approve FATCA and CRS documents
- Account opening activation and codification of account maintenance documentation in Avaloq
- Participate in the continuous assessment and recommend actions to improve the client servicing process
- Produce regular reporting on client servicing, define and track improvement actions
- Participate in the periodic projects with the objective to share the expertise and contribute to the new process efficiency
- Take on further responsibilities depending on personal job development and the evolution and needs of the team
- Ensure adequate support is rendered during regulatory and internal audits.
- Complete remediation/other projects as and when applicable within the stipulated deadlines.
- Highlight any suspicious activity to Head of Business/Business Manager/Office Manager in a timely manner.
Requirements
- Education : Bachelor degree in economic or financial a must - Master degree a plus.
- Experience : 3 to 10 years of experience in Documentation position in an International Private Bank.
- Language : Fluent English skills
- MS Office Proficiency : Advanced skills in using Excel/PowerPoint/Word
- Communication Skills : Excellent written and verbal communication skills for interacting with diverse stakeholders.
- Interpersonal Skills : Ability to build relationships, work effectively in teams, and collaborate with others across different locations.
- Problem-Solving Skills : Ability to identify and solve problems, often under pressure.
- Time Management : Ability to prioritize tasks, manage time effectively, and meet deadlines.
- Adaptability : Willingness to learn new skills and adjust to changing priorities and situations.
- Analytical skills: Superior analytical skills (including data analysis) as well as being detail-oriented on both strategy and execution.
Benefits
- Emotionally and mentally balanced We support you in dealing with life crises, maintaining stability through illness, and maintaining good mental health.
- Physically thriving We support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thrive.
- Socially connected We strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self-confidence and well-being.
- Financially secure We support you to meet personal financial goals during your active career and for the future.
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