Client advisor Lavori in Winterthur

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Client advisor • winterthur

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Specialist Client Documentation (100%)

kessler.vogler gmbhWinterthur, CH

Review and analyze legal and tax documents regarding VSB, AML Act, FATCA, and CRS compliance.Manage the full lifecycle of client accounts, including account opening, monitoring, and closure.Process... Mostra di più

Sales Advisor Business Development Unit (BDU) Contact Center 100%

RRG SUISSE SAGlattbrugg, CH

Akquisition - ausgehender Anrufe.Suche nach potenziellen Geschäftskunden (Unternehmen) mit Hilfe der bereitgestellten Listen, der RRG-Datenbanken sowie aller anderen Suchmöglichkeiten.Telefonakquis... Mostra di più

Project Manager

Zimex Aviation AGGlattbrugg, CH

Established in 1969, ZIMEX has continuously delivered specialised worldwide remote field operations.Based in Switzerland, the ZIMEX Group holds a Swiss Air Operator Certificate, owns a Maintenance ... Mostra di più

System Engineer mit Teamlead 80-100%

Zur Rose Suisse AGFrauenfeld, CH

System Engineer mit Teamlead (a) 80-100%.Fachliche Koordination des System Engineering Teams.Aktive Mitarbeit im Betrieb und in der Weiterentwicklung der ICT-Infrastruktur (Microsoft-Umgebungen, VM... Mostra di più

System Engineer Private Cloud 80 - 100% Schwerzenbach

MTF Solutions AGSchwerzenbach, CH

System Engineer Private Cloud (Modern Workplace) 80 - 100% (a) Schwerzenbach.MTF ist seit über 40 Jahren einer der grössten und langjährigsten IT-Dienstleister der Schweiz.Wir planen und realisiere... Mostra di più

Customer Success Technical Advisor

Trend MicroWallisellen

TrendAI™, the global AI security leader and enterprise business unit of Trend Micro, empowers organizations with full AI visibility and consolidated security that inspires confidence, drives innova... Mostra di più

Zürich Flughafen | Beauty Advisor 100%

Marionnaud Switzerland AGKloten, Zurich, Switzerland

Quick Apply

Mit rund 65 Parfümerien in der ganzen Schweiz sind wir die erste Anlaufstelle für unsere Kundinnen und Kunden in Sachen Beauty und Expertise.Wir sind stolz darauf, neben einem breiten Sortiment an ... Mostra di più

IT-Systemtechniker/in Client & Server 80 - 100%

yellowsharkFrauenfeld, TG, Switzerland, CH

Diese Organisation ist eine der grössten sozialen Einrichtungen der Ostschweiz.Man engagiert sich für die Förderung und Integration von Menschen mit Seheinschränkungen sowie Menschen mit psychische... Mostra di più

Customer Advisor 60%

Manpower Zurich Business ProfessionalsWallisellen, CH

Mit Standorten in der ganzen Schweiz unterstützen wir unsere Kunden, um deren Aufträge und Projekte erfolgreich zu realisieren.Für unseren Kunden in der Region Zürich suchen wir einen/eine Customer... Mostra di più

Client Identification Specialist (temporary)

kessler.vogler gmbhWinterthur, CH

Our client’s Operations division plays a central role in powering the firm’s global banking, trading, and asset management activities, ensuring that every transaction is supported by robust process... Mostra di più

German Digital Marketing Client Success Manager in Barcelona w/ Relocation

Cross Border TalentsWinterthur, Switzerland

Quick Apply

Are you passionate about sales, digital marketing, and helping businesses grow? Join a dynamic international team in Barcelona as a.German Digital Marketing Client Success Manager.German-speaking c... Mostra di più

Network Architect

skyguideDübendorf, CH

Skyguide provides air navigation services in Switzerland and parts of neighbouring countries.With around 1500 employees from more than 30 nations, we are pursuing an ambitious innovation strategy t... Mostra di più

IT Support Champion

PIDAS AGDübendorf, CH

Entgegennahme, Analyse und Lösung von IT-Störungen, Fragen und Änderungswünschen (telefonisch & schriftlich).Remote-Support auf Deutsch und Englisch.Klassifizierung und Weiterleitung von Tickets an... Mostra di più

Application Expert CAD PLM 100%

RieterWinterthur, CH

Application Expert CAD PLM 100% (w/m/d).Rieter is the world’s leading system supplier for processing natural and man-made fibers into short-staple and long-staple yarn, as well as for the productio... Mostra di più

Sales Advisor (m/w/d) - Bülach (60%)

H&M GroupBülach, ZH, CH

Als Sales Advisor bei H&M spielst du eine zentrale Rolle bei der Gestaltung eines einzigartigen Kundenerlebnisses.Das Zusammenspiel von deinem Handeln und unseren Werten, trägt zu deinem eigenen un... Mostra di più

Sales Executive CRM

Ambit Schweiz AG, Zweigniederlassung WinterthurWinterthur, CH

Wenn du das Gefühl hast, du trittst auf der Stelle: Verändere was.Mitglied der Geschäftsleitung CRM · Standort Winterthur · Markt Schweiz & Deutschland.Als einer der führenden Microsoft-Partner im ... Mostra di più

Sales Advisor 20% für Samstage - Livom Showroom Zürich

livom möbel agOpfikon, Zurich, Switzerland

Quick Apply

Wir sind Livom – ein wachsendes Schweizer Start-up in der Möbelbranche mit einer E-Commerce-Plattform und derzeit 12 Showrooms in 5 Ländern.Wir von Livom leben unsere Mission, Kunden nicht nur das ... Mostra di più

Bioanalytical Principal Investigator LBS / GLP Study Director

Celerion Switzerland AGFehraltorf, CH

Senior) Bioanalytical Principal Investigator LBS / GLP Study Director (100%).Shape the future of bioanalysis for innovative medicines.Celerion is a leading global contract research organization (CR... Mostra di più

Lead System Engineer

Hays (Schweiz) AGFrauenfeld, CH

Bereich IT ist unsere Kernkompetenz, auf deren Grundlage sich Hays entwickelt hat.Wir beherrschen die komplette IT-Klaviatur von Support bis zur Softwarearchitektur oder Digitalisierung - dank unse... Mostra di più

Specialist Client Onboarding & Account Migration (Temporary)

kessler.vogler gmbhWinterthur, CH

For our client, a leading international investment bank, we are currently seeking a Client Onboarding & Account Migration Specialist to support a high-profile strategic migration project within its... Mostra di più

L'offerta di lavoro non è disponibile nel tuo Paese.

Specialist Client Documentation (100%)

kessler.vogler gmbhWinterthur, CH

Più di 30 giorni fa

Descrizione dell’offerta di lavoro

Your Responsibilities:

Review and analyze legal and tax documents regarding VSB, AML Act, FATCA, and CRS compliance
Manage the full lifecycle of client accounts, including account opening, monitoring, and closure
Process updates related to clients’ economic or legal circumstances throughout the account lifecycle
Identify and monitor irregularities and outstanding legal documents
Provide proactive support to relationship managers and other internal stakeholders
Conduct in-depth legal research and analysis
Track and monitor legal developments via databases and press sources
Digitize, organize, and archive documents efficiently
Support the execution of regulatory projects
Assist with internal and external audits
Draft certificates, reference letters, and other correspondence in coordination with the Legal and Compliance teams

Your Profile:

Minimum of 5 years professional experience in a comparable role within a Swiss bank
Strong knowledge of Swiss regulations, including VSB, AML Act, FINMA AML Ordinance, FATCA, and CRS
Formal training or education in central registers
High IT literacy
Excellent command of German and English
Collaborative team player with excellent communication skills
Highly organized, with meticulous attention to detail