4 days ago

Crossborder & Suitability Expert

Bank J. Safra Sarasin AG

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Crossborder & Suitability Expert


DivisionCorporate Center & LogisticsFunction/PositionCrossborder & Suitability ExpertLocationZurichFunction/Position objectivesYou are part of the Regulatory Solutions team and in this function understand the impact of current and future regulations on the Bank, especially in the area of investor protection with a focus on crossborder, client and product suitability in Switzerland and Europe but also other global regions of the bank. You act as service provider to the front units, support the project teams to prepare and implement respective projects, initiatives and measures, establish and maintain an efficient control framework, and create awareness across the organization via dedicated trainings. In this function you work closely with various functions and specialists within and outside the Bank. The role will involve high business exposure and senior management visibility.Responsibilities

* Ensure implementation of crossborder, client and product suitability related requirements
* Assume daily crossborder and suitability business management tasks including monitoring and reporting activities
* Prepare ad-hoc analyses, assessments, regular reports and presentations for senior management
* Ensure close interaction with front units / CRMs to raise awareness for respective regulatory requirements
* Support the roll-out of the regulatory framework to relevant international locations of the bank
* Act as subject matter expert and represent the team in relevant regulatory projects (e.g. MiFID II, FIDLEG)


* University degree in business, economics or law (or equivalent education) preferable, however not mandatory
* 2-3 years of hands-on professional experience in relevant fields (such as crossborder business, investor protection, client and product suitability)
* Good understanding of the legal and regulatory environment and relevant developments in the banking industry with a focus on regulation
* Strong conceptual, analytical and judgement skills (quantitative / business analysis and solution design experience a plus)
* Ability to prioritize, organize your own work and good interpersonal skills are essential
* Commitment to high quality delivery with focus on pragmatic and business-centric solutions
* High motivation, flexibility to work in a challenging and dynamic environment and willingness to contribute in a team culture
* Excellent writing skills in English and German, good communication and presentation skills

Activity rate100%Please send your application to:Only direct applications will be considered: