Incident Client Advisory Team Lead

Job description

Job Information

• Job Identification: 210658983
• Job Category: Client Operations Management
• Business Unit: Asset & Wealth Management
• Posting Date: 08/29/2025, 06:00 AM
• Locations: La Voie-Creuse 1, Geneva, CH-GE, 1202, CH
• Job Schedule: Full time

Tasks

• Monitoring case management spend and identifying opportunities for improvement
• Establishment and reporting of appropriate metrics for ICA inputs, processes and outputs
• Leading a team (including performance management and workload distribution)
• Establishment of feedback mechanisms with partners (e.g. onboarding, client list screening, global financial crime compliance, technology)
• Updating ICA processes and procedures
• Management of system improvements and monitoring of system integrity
• Fulfillment of information requests from business partners and external parties (e.g. auditors, inspectors)
• Management of cases and special projects as required

Requirements

Required qualifications, skills and knowledge

• Extensive experience in the financial services sector, in operational or risk management-related areas and in team leadership
• Solid knowledge of KYC/AML areas and deep understanding of the various structures in the wealth management sector and related documentation
• Legal or compliance background with solid knowledge of Swiss law, CCOB, OBA FINMA and other regulatory topics related to companies with complex structures
• Strong written and verbal communication skills with a can-do attitude and passion for promoting best practices
• Excellent analytical and problem-solving skills with the ability to make sound and balanced judgments and pay attention to detail
• Ability to coordinate issues, results and practices with colleagues across regions and/or departments
• Ability to apply business knowledge to new situations and approach situations both globally and product-specifically
• Team player with the ability to prioritize in a fast-paced, high-pressure and ever-changing environment
• Ability to handle highly confidential information professionally
• Fluency in English is required
• Strong Microsoft Office skills, especially in Word and Excel

Preferred qualifications, skills and knowledge

• A university degree in finance, law or compliance would be preferred
• Fluent language skills in French, German, Spanish, Arabic or Portuguese would also be an advantage

We offer