Client Onboarding & Offering - Expert Team

Client Onboarding & Offering - Expert Team

• Full-time

Company Description

Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 160 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research led approach and continual innovation is powered by the passion and creativity of our colleagues.

We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible work environment empowers our colleagues to reach their full potential.

Job Description

You will be part of Avaloq’s global Banking Operations division (BO); a strategic Avaloq service line providing Banking Operations outsourcing services to banks. We are organized as a global Business Area, running state-of-the art Back office services with industry leading automation, quality, and risk standards. Our highly skilled and experienced staff are covering the full suite of services including Securities, Payments, Corporate Actions and Tax, to name a few. With our services we are the back office for more than 30 banks globally and ensure their processes run smoothly, compliantly, and efficiently.

You will join the Client Onboarding & Offering Team under the division responsible for Sales & Projects. As a Banking Operations Expert, you will play a pivotal role in ensuring the seamless support to prospects and new clients on their journey to become an Avaloq Banking Operations customer. Your expertise will be instrumental in supporting prospective clients, onboarding new Banking Operations clients, and providing valuable consultancy to existing Avaloq clients.

Your key tasks

• Prospect client support: providing in-depth insights and guidance to prospective clients regarding Banking Operations services, processes, and over-arching financial industry considerations. Understanding client needs and tailor offers based on their specific requirements.
• Onboarding new clients: collaborating with clients during the pre-project phase to define project scope, objectives, and deliverables. Creating Banking Operations implementation plans and timelines.
• Project execution & post go-live: leading the onboarding process, ensuring successful implementation with a smooth transition into the run operations. You are responsible for the deliverables, including the like of workshops on process business cuts, golden copy set up, user acceptance test coordination, go-live coordination, and post implementation governance.
• Consultancy: leveraging your deep understanding of Back-office services and the financial industry to provide consultancy to on-premises, software-as-a-service and banking operations-as-a-service Avaloq clients. Assisting clients in resolving operational challenges and optimizing their front, middle or back office operations. This includes meet with assigned clients when needed to perform an initial assessment of a problematic situation requiring support and drafting concise reports with recommendations and solutions with attention to a client’s wishes, capabilities and limitations.
• Strategic projects: engaging in strategic initiatives aimed at improving the efficiency, quality, or customer experience within banking operations.
• Managing relationships with clients and stakeholders.
• Ensuring meaningful project structure and governance, and the management of key stakeholders.
• Organizing and managing meetings and workshops using pertinent techniques and providing perceptive results.

Qualifications

• Banking education, Bachelor's degree or equivalent with good knowledge of financial instruments and regulatory requirements
• 10+ years’ work experience in the banking industry
• Excellent knowledge of Banking Operations services (e.g. Securities Operations, Cash Operations, Asset Servicing or Masterdata Management)
• Project management skills to manage multiple tasks and prioritize workload effectively
• Strong sense of responsibility and solutions oriented with high level of integrity and reliability
• Excellent communication (verbal and written), assertiveness and interpersonal skills with the ability to collaborate effectively with cross-functional teams and to deliver in a fast-paced environment
• Good command of written and spoken English
• Strong Microsoft Office Suite skills
• Adaptability and flexibility in case of occasional and time-limited support across locations aiming to cover specific tasks (e.g., post go-live stabilization)
• Positive, pro-active, and can-do attitude with a high level of integrity and reliability

It would be a real bonus if you have

• Project management track record
• Strategy business development
• German, Italian and French knowledge

Additional Information

We realize that managing work life balance is a challenge we all face in our daily lives and in order to support with this we are pleased to offer hybrid and flexible working for most of our Avaloqers to maintain work life balance and still continue our fantastic Avaloq culture in our global offices.

In Avaloq we are proud to embrace diversity and understand the success of our business is built on the power of different opinions, we are whole heartedly committed to fostering an equal opportunity environment and inclusive culture where you can be your true authentic self.

We hire, compensate and promote regardless of origin, age, gender identity, sexual orientation or any other fantastic traits that make us all unique, we have done our best to write this advert in an inclusive and neutral way.

Please be aware that we will not accept speculative CV submissions for any of our roles from recruitment agencies, and any unsolicited candidate submissions will be exempt from any payment expectations.

LI-Hybrid