Onboarding Project Manager M/F
CA Indosuez Wealth
Chemin de Bérée 38 1010 Lausanne
vor 2 Tg.

Business type

Types of Jobs - Information systems / IT Project management

Job summary

The Onboarding Project Manager is responsible of the implementation of our banking solution during client bank onboarding projects on our platform in Switzerland or abroad.

RESPONSIBILITIES :

Analysis, development and evaluation activities :

  • Gap analysis on various functional banking domains;
  • Analysis of the client’s business needs;
  • Specifications definition and needs modeling;
  • Direct handling or implementation of streams related to the project : process definition, process optimization, Target Operating Model, writing of specifications, report / minutes writing, migration data mapping, system configuration, testing and defects management, deployment, training, change management and user support.
  • Organization, management and implementation activities :

  • Manage project plan;
  • Assistance in the definition and implementation of the Target Operating Model of the Client Bank;
  • Process modelling and implementation;
  • Writing of operational workflow diagrams;
  • System configuration;
  • Tests and defect management;
  • Manage project risks and issues;
  • Conduct the project through monitoring and relevant feedback on the progress, risks and challenges of the project with consideration of the needs for decisions or alerts.
  • Communication, contact, moderation or sales activities :

  • Active collaboration with clients during sale phases to propose scenarios and implementation budgets to prospects;
  • Assistance with the sales process to find solutions and size projects;
  • Change management and trainings;
  • User support;
  • Animation of committees / sessions in the framework of project governance;
  • Relations with Top Management of Client Banks to monitor their satisfaction on the project;
  • Reporting to Azqore Top management on the project;
  • Project management in collaboration with the strategic stakeholders of the Client Banks and continuous progress communication to governing instances (Steering Committees, Comex members, ...).
  • Financial and control activities :

  • Budget monitoring of the project;
  • Time-sheets follow-up;
  • Invoices control.
  • Position localisation

    Geographical area

    Europe, Switzerland, Waadt, Jura-North Vaudois

    City

    Chemin de Bérée 38 1010 Lausanne

    Candidate criteria

    Minimal education level

    Postgraduate degree MA / MSc / PhD / Doctorate or equivalent

    Academic qualification / Speciality

    Higher Education / Master level

    PMP (or equivalent) certification is a plus

    3 years in Banking project management with 1 year in onboarding

    Level of minimal experience

    Experience

    Demonstrated experience in bank integration as a global project manager in large IT or organizational projects.

    Transverse knowledge of Private Banking and banking processes

    Deep knowledge in at least one domain below is required :

  • Operations and trading (in particular FX Treasury and Derivatives)
  • Risks, Credits and Permanent Control
  • Discretionary asset management and Advisory
  • Tax, Regulatory reporting, Fatca, US / EU tax and Suitability

    Required skills

    PROFESSIONAL SKILLS (hard skills) :

  • Banking sector knowledge;
  • Wealth Management sector knowledge;
  • Knowledge of one Core Banking System;
  • Usual desktop and presentation tools;
  • Team management skills;
  • Project management skills;
  • Strong delivery culture, ideally for banking clients.
  • TRANSVERSAL SKILLS (soft skills) :

  • Strong ability to analyze and solve problems;
  • Strong appetite for nonstop learning;
  • Good communication, writing and synthesis skills;
  • Oral ease;
  • Flexibility and resistance to stress;
  • Dynamic, proactive, sense of initiative, autonomous;
  • Rigor and precision;
  • Critical thinking;
  • Polyvalence, ability to execute various tasks;
  • Adaptability in an ecosystem of various profiles;
  • Willingness to travel (numerous trips abroad, short and long durations).
  • Technical skills required

    Usual desktop and presentation tools

    Knowledge of one Core Banking System (S2i is a plus)

    Languages

    French and English level C1, other European languages are a plus (Italian, Spanish, German)

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