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kessler.vogler gmbh
Specialist Client Onboarding & Account Migration (Temporary)kessler.vogler gmbh • Zurich, CH
Specialist Client Onboarding & Account Migration (Temporary)

Specialist Client Onboarding & Account Migration (Temporary)

kessler.vogler gmbh • Zurich, CH
11 giorni fa
Descrizione dell’offerta di lavoro

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 Private Banking division.

This is an exciting opportunity to join a dedicated project team responsible for migrating a portfolio of Private Banking clients and assets from Switzerland to France. The successful candidate will play a key role in ensuring a smooth, compliant and efficient transition throughout the entire migration process.

Your Responsibilities
• Support the end-to-end onboarding and migration of Private Banking client accounts
• Coordinate and execute account openings, account transfers and asset migration activities
• Review client documentation for accuracy, completeness and regulatory compliance
• Maintain and update client data across internal banking systems
• Liaise closely with Relationship Managers, Client Service teams, Compliance and AML to ensure a seamless migration process
• Coordinate asset transfers and monitor migration progress throughout the project lifecycle
• Support the implementation of regulatory requirements and internal policies
• Assist with issue resolution and contribute to the successful delivery of the overall migration programme
• Collaborate with cross-functional teams and provide administrative support throughout the project Your Profile
• Minimum 3 years' professional experience within Financial Services, ideally in Client Onboarding, Account Migration, Client Service, Relationship Management Support or Private Banking Operations
• Experience working within a Private Banking or Wealth Management environment is highly desirable
• Solid understanding of account opening processes and client documentation requirements
• Familiarity with core banking, custody and order management systems
• Knowledge of regulatory frameworks such as MiFID II, Dodd-Frank, EMIR, FATCA/CRS and GDPR would be an advantage
• Experience with JIRA and Confluence is considered a plus
• Excellent English language skills are essential; additional European languages are advantageous Personal Skills
• Highly organized with excellent attention to detail
• Strong communication and stakeholder management skills
• Service-oriented with a proactive and solution-driven mindset
• Ability to manage multiple priorities and work effectively under pressure
• High level of integrity, discretion and professionalism when handling confidential client information Assignment Details
• Start: As soon as possible (latest 1 September 2026)
• Duration: 6 months
• Location: Zurich (100% on-site)
• Homeoffice: Not available
• Contract Type: Temporary assignment

If you are looking for an exciting project within an international Private Banking environment and would like to contribute to a major strategic migration initiative, we look forward to receiving your application

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Specialist Client Onboarding & Account Migration (Temporary) • Zurich, CH

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