CIMD Operations – Private Wealth Management Client On-Boarding Specialist: Associate – Zurich
Goldman Sachs
Zurich, ZH, CH
vor 2 Tg.



The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs).

We provide asset management, wealth management and banking expertise to consumers and institutions around the world. CIMD partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives.

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments.

PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach.

Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.

As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond


CIMD Operations Private Wealth Management Client On-Boarding Specialist : Associate Zurich - November 2020


Are you looking for an opportunity to showcase your attention to detail and strong delivery focus? Do you want to be in a role where you feel you can make a real difference and directly demonstrate your success?

If the answer to these questions is yes and you want to be in a role that provides you with an exciting opportunity to see how a bank works front to back, while at the same time being part of an exceptionally high performing team - then joining PWM Operations in Zurich to work on the Client On-Boarding team could be the role for you.

Not only will you be involved in all facets of Client On-Boarding, Client Maintenance and KYC Rolling Review but you will continue to gain invaluable new experiences as you work closely with Legal, Compliance, Technology, Finance & Global Operations in a fast paced and challenging role.


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 trade agreed, every new product launched or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow.

PWM Operations in Zurich directly supports all the PWM clients of GSB 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, not only will you gain the opportunity to be part of a tight-knit high performing team in Switzerland, but also play a key role in contributing to PWM Operations globally.


  • Seize the opportunity to be a key player in the Client On-Boarding process for GS Bank AG in Switzerland
  • Partner closely with PWM Business to work together to ensure we deliver the best possible service to our clients by ensuring that this essential process is completed accurately and efficiently
  • Showcase your excellent attention to detail by reviewing, analyzing and understanding complex account structures to ensure they are set up completely and accurately
  • Look to drive improvements and automation on-boarding and change management process as well as in the annual CIP / Rolling Review process
  • Use your excellent communication skills to build strong productive relationships with PWM Business, Legal, Compliance, Technology and the Operations Division globally.
  • Ensuring that you develop strong working relationships with the business is essential to your success in this role

  • It’s not just about Switzerland. You are part of a global team and as such you are expected to contribute to, and be involved with, regional & global projects / initiatives across PWM Operations and the Operations Division as a whole
  • Learn More. It is expected that you will look to expand your horizons and over time cross-train on the other functions performed by PWM Operations in Zurich
  • Your valuable experience counts. As a high performing individual, you will be expected to share subject matter expert knowledge with others and contribute in Operations forums to educate and evaluate account opening best practices
  • Demonstrate your dedication to client service excellence. Provide excellent client service to sales, ensuring timely resolution to client inquiries and ensure satisfactory turnaround time of account opening requests
  • You are a Risk Manager. The expectation is that you will continually look to leverage your excellent risk & control mind-set.
  • Working with the wider Client On-Boarding team, the expectation is that you will regularly review operational processes to mitigate risk and identify opportunities to further strengthen the control environment

  • Be Innovative. We want to hear your ideas and see a positive contribution to moving forward and enhancing the current suite of processes performed by both the Zurich team and PWM Operations globally


  • Bachelor’s degree with a minimum of 3-4 years of experience in financial services, preferably within an Account Opening, Client Data Change Management or Client Identification / Rolling Review position
  • Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail
  • Aptitude for building relationships and ability to communicate complex issues to a wide array of internal partners at differing levels of product or process experience
  • Self-motivated and proactive team player who takes ownership and accountability of projects, has strong organizational skills as well as the ability to effectively manage competing priorities
  • Excellent English language written and verbal skills essential (and German skills a distinct advantage)
  • Flexible and able to work well under pressure in a team environment

  • Experience of relevant local laws / regulations pertaining to Swiss account openings an advantage
  • Background in Law or a Regulatory environment would be useful
  • Proven change agent / ability to improve processes
  • Experience in testing of new software
  • Experience in KYC CIP / Rolling Review Processes

    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.

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