Junior Suitability Expert (Ref. 2837)

About us

As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.

We are successfully operating for more than 180 years across 27 locations worldwide and offer our employees the chance to be a part of our success. Our employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit and the positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group. 

Your role

As Junior Suitability Expert at Bank J. Safra Sarasin you are an ambitious individual who is seeking to contribute to the Bank's success and provide permanent service to the Bank's front units on investor protection and suitability matters. You are passionate about ensuring effectiveness of the Bank's suitability framework by performing regular monitoring and control activities. You are eager to identify risks and propose ongoing improvement measures. The role involves high business exposure and offers an excellent opportunity for a dedicated specialist to actively contribute to the Bank's regulatory and compliance competency.

Your responsibilities

• Act as a subject matter expert for the Bank's suitability framework incl. policies, processes, systems, and controls
• Perform controls regarding adherence to suitability policies
• Assume responsibility for suitability related tasks including daily management of requests from client relationship managers
• Identify, analyze and address system incidents and data quality issues
• Lead smaller change initiatives including business analysis, requirements specification, user acceptance testing, and roll-out communication
• Establish an effective working relationship and ensure on-going close interaction with Bank's front units in Switzerland and suitability experts in the Bank's international locations to raise awareness of suitability topics

Your profile

• University degree in business, economics, law or information technology or completed apprenticeship or similar education 
• Industry specific knowledge is required and practical experience in interaction with front units is an advantage
• Excellent Microsoft Office skills, knowledge in Avaloq is an advantage 
• Strong analytical and problem solving skills 
• Ability to work with various stakeholder and excellent interpersonal skills
• Strong work ethics, integrity and high level of accountability 
• Hands-on mentality 
• Fluency in English

Agencies, please note that only direct applications will be considered.

Please note that if you submit your application, Bank J. Safra Sarasin Ltd will process your personal data for the purpose of the hiring and employment process. For further information, please read the Data Privacy Statement for applicants available on the Bank's website  here . By submitting your application, you then confirm your understanding and acceptance of the above.