YOUR ROLE

• Setting-up a framework based on experience and Capgemini’s methodology;
• Coordinating with internal partners such as Front, Middle and Back office staff to obtain required information and applicable documentation related to client onboarding and KYC production;
• Reviewing of the Onboarding & KYC processes, and advising clients on processes convergence if possible and align processes with vendor’s solution capabilities;
• Identifying potential sources of improvements to rationalize the processes and reduce risks and costs implied;
• Analysing gaps of target solution out of the box processes in adopt perspective;
• Driving workshops with multicultural and diverse interests stakeholders.

YOUR PROFILE

• Minimum 5 years of experience in consulting firms, with record of expertise and accomplishment;
• Solid understanding of the Private Banking IT system (at least 2-3 years of working experience specifically in Wealth Management) and of best practices. As well, good knowledge of private banking processes (onboarding, static data management, CRM/CLM, KYC/AML, data governance policy) and understanding of business activities, compliance/risk issues;
• Experience in projects implementing CRM solutions in Wealth Management, such as Finantix and WDX is a plus;
• Excellent communication skills with a collaborative personality, ability to frame complex concepts into easy-to-understand information to stakeholders;
• Good capabilities to work autonomously, with few guidance, and still get things done;
• Fluent in both English and French.

WHAT YOU'LL LOVE ABOUT WORKING HERE?

• Craft your own career path through continuous learning and personal growth;
• Experience the benefits of hybrid working, offering flexibility and ensuring work-life balance;
• Harness the strength of diverse teams, fostering innovation and inclusive collaboration;
• We offer additional benefits such as 5 weeks of vacation, Employee referral bonus, Company shares program and Annual contribution to a fitness subscription.

ABOUT US