What would your role be?

1. Business Management & Planning (40%)

• Financial Oversight: Build and track regional budgets (revenue, cost, headcount) with monthly variance analysis.
• Resource Strategy: Develop forecasting models, resource plans, and headcount proposals with HR.
• Management Reporting: Produce regional KPI scorecards (revenue, net new money, cost/income ratio, pipeline capacity).
• Strategic Execution: Implement group-wide cost initiatives, process changes, and system rollouts locally.

2. First-Line Risk & Control (40%)

• Control Framework: Own, run, and document the regional first-line control framework.
• AML & KYC Oversight: Monitor onboarding files, KYC/EDD quality, and periodic reviews; escalate compliance gaps early.
• Incident Management: Track operational errors, incidents, and client complaints; lead root-cause analysis and remediation.
• Audit Coordination: Coordinate internal/external audits and drive audit findings through full closure.
• RCSA & KRIs: Maintain the regional Risk and Control Self-Assessment (RCSA) and report Key Risk Indicators (KRIs) to leadership.

3. Regulatory Readiness (20%)

• Regulatory Implementation: Support the rollout of regulatory strategies (e.g., CRD VI implementation).
• Compliance Standards: Oversee mandatory staff training and certifications.
• Inspections: Prepare and support the region for regulatory reviews and inspections.

What are we looking for?

• 8–12 years in Swiss private banking or wealth management (COO office, business management, or 1st-line risk/control).
• Deep understanding of FINMA circulars, AMLA/AMLO, and cross-border rules.
• Proven financial budgeting, forecasting, variance analysis, and advanced Excel/PowerPoint capabilities.
• Track record of managing strategic group-level projects or system rollouts.
• Highly credible with senior front-office bankers, with the ability to constructively challenge when necessary.
• Highly rigorous, structured, discreet, and capable of working independently across multiple sites.
• Fluent in French and English; working knowledge of German is strongly preferred for Zurich collaboration.
• Experience with GCC/Middle East clients or the External Asset Manager (EAM) segment is a plus.

What we offer

• Top Geneva location
• Friendly, diverse team in an open-office space with modern equipment.
• All the latest technology to help you excel and advance.
• Agile environment in how we think, the way we work and our trust for each other.
• Flat hierarchy with collaboration on all levels.
• Campus feeling and collaborative spirit.

Why Vontobel?

At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 29 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability.

Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.