5 Jobs für Ubs in Freienbach

Client Offboarding Specialist - Wealth Management

Zürich, Zürich Cognizant

Vor 3 Tagen gepostet

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Arbeitsbeschreibung

**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
Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
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Product Operations in Special Conditions - Wealth Management

Zürich, Zürich Cognizant

Vor 3 Tagen gepostet

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Arbeitsbeschreibung

**Product Operations in Special Conditions - Wealth Management**
**Number of positions: 2**
**Location: Opfikon, Zurich**
**Duration: until 31 December 2026**
**Full time (42 hrs)**
**Office job - (not remote, not hybrid)**
**GERMAN & ENGLISH SPEAKING**
**Your role:**
Are you client service oriented and have an eye for detail? Do you know how to stay calm under pressure and maintain a high level of risk awareness?
We are looking for a Product Operations Specialist to:
- enter and review new and existing Special Conditions (SOKO) based on Front Office requests
- implement SOKOs in the back-end systems
- ensure correctness and completeness of requests in a timely manner
- advise and support our Wealth Management colleagues on any SOKO related inquiries
- proactively liaise with Front, Back Office as well as Pricing colleagues to provide exceptional client service and experience
**Your team:**
We are the first level support to our Front Office colleagues for any Special Conditions inquiries. As Product Operations Specialist we have a broad and strong understanding of banking products, especially WM. Our knowledge and expertise enables us to provide an excellent client experience. Diversity helps us grow, together. That's why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
**Your expertise:**
- fluent in German and English (oral and written), French and Italian language skills are a plus
- 1-3 years banking experience with product knowledge
- confident, motivated with a can-do attitude and able to adapt to a rapidly changing environment
- sound judgement and problem-solving skills with a proactive style that delivers timely results
- high risk awareness, fostering a zero tolerance policy
- effective relationship management skills, able to show situational awareness and initiative to self-challenge and/or challenge others
- great communicator, able to build, maintain and enhance relationships at all levels
- previous client services experience, within the financial services industry
- ability to work in a dynamic environment and demonstrate high level of flexibility, positive attitude and result driven mindset
- ready to work 5 days per week from the office
- demonstrate ability to deliver outputs with accuracy and high quality of service delivery
- demonstrate flexibility to work and partner with different teams based on business requirements and change of work prioritization
Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
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Banking, Investment Banking, Placement Analyst, Zurich, Switzerland 2026 - July Intake

Zürich, Zürich Citigroup

Vor 4 Tagen gepostet

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Arbeitsbeschreibung

Citi is actively seeking highly motivated Placement Analysts to join its Investment Banking team in Zurich, commencing in July 2026 for 6 months.
The Investment Banking group plays a pivotal role in advising corporate clients seeking to raise capital in the financial markets and those requiring strategic support for complex financial transactions. As a Placement Analyst, you will gain hands-on experience by contributing to initiatives such as mergers, acquisitions, divestitures, financial restructurings, as well as the underwriting and distribution of equity, debt, and derivative securities.
We are deeply committed to providing comprehensive training and practical exposure to the intricacies of investment banking. The duration of this placement is set for 6 months, offering a significant opportunity for professional growth and learning.
**Responsibilities**
+ Diligently collect and meticulously analyse company-specific information to facilitate successful transactions, including conducting in-depth industry research and systematically organizing extensive financial data.
+ Perform rigorous analysis of financial data and develop sophisticated financial models, encompassing accurate company valuations, discounted cash flow (DCF) analysis, financing structures, and comprehensive comparative analyses.
+ Create and finalize compelling new business development presentations that effectively communicate strategic insights and proposals to clients.
+ Efficiently coordinate tasks and workflow with both internal teams and external working groups, ensuring seamless project execution and timely delivery.
+ Prepare all necessary internal documentation, including adherence to control and compliance regulations, to ensure operational integrity and regulatory alignment.
**Qualifications**
+ Currently in your final year of university studies or a recent graduate.
+ Expected to achieve, or have already achieved, a UK 2:1 (or equivalent academic standing) at the undergraduate level, or a Grade 5 or above from a Swiss university, in any degree discipline.
+ A strong, demonstrable interest in business and the broader financial industry.
+ Possess a record of strong academic achievement, indicating intellectual capability and dedication.
+ Fluency in both English and German is essential, encompassing strong verbal and written communication skills in both languages.
A desire to cultivate a deep and comprehensive understanding of the financial industry and its complex dynamics.
---
**Job Family Group:**
Institutional Banking
---
**Job Family:**
Investment Banking
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Leider ist dieser Job in Ihrer Region nicht verfügbar

Banking, Investment Banking, Placement Analyst, Zurich, Switzerland 2026 - January Intake

Zürich, Zürich Citigroup

Vor 4 Tagen gepostet

Job angesehen

Tippen Sie erneut, um zu schließen

Arbeitsbeschreibung

Citi is actively seeking highly motivated Placement Analysts to join its Investment Banking team in Zurich, commencing in January 2026 for 6 months. The Investment Banking group plays a pivotal role in advising corporate clients seeking to raise capital in the financial markets and those requiring strategic support for complex financial transactions. As a Placement Analyst, you will gain hands-on experience by contributing to initiatives such as mergers, acquisitions, divestitures, financial restructurings, as well as the underwriting and distribution of equity, debt, and derivative securities.
We are deeply committed to providing comprehensive training and practical exposure to the intricacies of investment banking. The duration of this placement is set for 6 months, offering a significant opportunity for professional growth and learning.
**Responsibilities**
+ Diligently collect and meticulously analyse company-specific information to facilitate successful transactions, including conducting in-depth industry research and systematically organizing extensive financial data.
+ Perform rigorous analysis of financial data and develop sophisticated financial models, encompassing accurate company valuations, discounted cash flow (DCF) analysis, financing structures, and comprehensive comparative analyses.
+ Create and finalize compelling new business development presentations that effectively communicate strategic insights and proposals to clients.
+ Efficiently coordinate tasks and workflow with both internal teams and external working groups, ensuring seamless project execution and timely delivery.
+ Prepare all necessary internal documentation, including adherence to control and compliance regulations, to ensure operational integrity and regulatory alignment.
**Qualifications**
+ Currently in your final year of university studies or a recent graduate.
+ Expected to achieve, or have already achieved, a UK 2:1 (or equivalent academic standing) at the undergraduate level, or a Grade 5 or above from a Swiss university, in any degree discipline.
+ A strong, demonstrable interest in business and the broader financial industry.
+ Possess a record of strong academic achievement, indicating intellectual capability and dedication.
+ Fluency in both English and German is essential, encompassing strong verbal and written communication skills in both languages.
A desire to cultivate a deep and comprehensive understanding of the financial industry and its complex dynamics.
---
**Job Family Group:**
Institutional Banking
---
**Job Family:**
Investment Banking
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Leider ist dieser Job in Ihrer Region nicht verfügbar

Senior Strategy Business Consultant Financial Services

Zürich, Zürich Kyndryl

Vor 3 Tagen gepostet

Job angesehen

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Arbeitsbeschreibung

**Who We Are**
At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward - always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities.
**The Role**
Are you a visionary thinker with a passion for driving organizational change and innovation? Are you fascinated by the intricate workings of businesses and eager to help customers navigate complex challenges? Then we have a unique opportunity for you as a Senior Business Strategy Consultant with a focus on the banking and insurance industry.
In this role, you will lead and guide dynamic consulting projects that involve strategic planning, organizational restructuring, and effective management to optimize business efficiencies. You will work collaboratively with senior management analyzing their businesses and providing innovative recommendations for enhancements and improvements. You will lead cross functional teams to evaluate acquisition, investment, and divestiture opportunities from inception to due diligence to negotiation and close. You will work with external advisors and engage with CEOs and senior management at companies across the technology spectrum.
As a Senior Business Strategy Consultant, you will have the opportunity to make a real impact. You will build strong relationships with senior management, conducting interviews and gathering relevant data to gain invaluable insights into their organizations. You will conduct market research, analyzing industry trends and evaluating the market landscape to identify growth opportunities and mitigate risks. With your keen eye for detail, you will assess current business operations, processes, and systems to identify areas for improvement and drive lasting change.
Using your understanding of the organization's unique needs and goals, you will develop comprehensive strategies and action plans that drive transformative results. But the job doesn't end there - you will also monitor the progress of implemented strategies and measure their impact on key performance indicators (KPIs), ensuring that your customers achieve the best possible outcomes.
Our consultants are restless for innovation. They are at the edge of technology, changing the way we implement business solutions - so, if you're a problem-solver, an innovative thinker, and a self-starter with a passion for high impact assignments which align technology to business outcomes, then we want to hear from you! Apply today to join our dynamic team that has a host of exciting projects waiting for you to solve complex transformation puzzles through technology.
**Your Future at Kyndryl**
As a Senior Business Strategy Consultant at Kyndryl you will join Kyndryl Consult practice, working with Kyndryl senior management and cross-functional Technical Subject Matter Experts - presenting unlimited opportunities with unmatched support through our investment in your learning, training, and career growth.
**Who You Are**
You're good at what you do and possess the required experience to prove it. However, equally as important - you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused - someone who prioritizes customer success in their work. And finally, you're open and borderless - naturally inclusive in how you work with others.
**Required Skills and Experience**
+ 7+ years of work experience in business strategy consulting in the banking and insurance industry, mergers and acquisitions, or a related field
+ Project experience in process excellence, target operating model design, post-merger-integration, research, compliance
+ Background in Business Analytics
+ Lead projects for global financial services organizations at the intersection of business and technology
+ Deep expertise in structuring and developing competitive proposal on various subjects
+ Skilled in gathering and synthesizing data, conducting market research, and developing actionable insights and recommendations
+ A deep understanding of business operations, industry dynamics, and market trends
+ Excellent verbal and written communication skills are essential for effectively engaging with customers, delivering presentations, and preparing reports
+ Proficiency in all MS Office tools
**Preferred Skills and Experience**
+ Delivered data-driven solutions and process enhancements by leveraging emerging technologies, with a strong focus on customer experience and operational efficiency in banking and insurance.
+ Directed end-to-end M&A projects, including due diligence, target operating model design, and post-merger integration, ensuring synergy realization and strategic alignment.
**Being You**
Diversity is a whole lot more than what we look like or where we come from, it's how we think and who we are. We welcome people of all cultures, backgrounds, and experiences. But we're not doing it single-handily: Our Kyndryl Inclusion Networks are only one of many ways we create a workplace where all Kyndryls can find and provide support and advice. This dedication to welcoming everyone into our company means that Kyndryl gives you - and everyone next to you - the ability to bring your whole self to work, individually and collectively, and support the activation of our equitable culture. That's the Kyndryl Way.
**What You Can Expect**
With state-of-the-art resources and Fortune 100 clients, every day is an opportunity to innovate, build new capabilities, new relationships, new processes, and new value. Kyndryl cares about your well-being and prides itself on offering benefits that give you choice, reflect the diversity of our employees and support you and your family through the moments that matter - wherever you are in your life journey. Our employee learning programs give you access to the best learning in the industry to receive certifications, including Microsoft, Google, Amazon, Skillsoft, and many more. Through our company-wide volunteering and giving platform, you can donate, start fundraisers, volunteer, and search over 2 million non-profit organizations. At Kyndryl, we invest heavily in you, we want you to succeed so that together, we will all succeed.
**Get Referred!**
If you know someone that works at Kyndryl, when asked 'How Did You Hear About Us' during the application process, select 'Employee Referral' and enter your contact's Kyndryl email address.
Kyndryl is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. Kyndryl is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
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