Operations, Wealth Management, Rolling Review, Vice President – Zurich

• Operations, Wealth Management, Rolling Review, Vice President – Zurich
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Zurich, Zurich, Switzerland

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Opportunity Overview

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CORPORATE TITLE

Vice President

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OFFICE LOCATION(S)

Zurich

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JOB FUNCTION

Ongoing Client Readiness

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DIVISION

Asset & Wealth Management

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YOUR IMPACT

Are you a seasoned leader looking to drive significant impact and shape the future of KYC operations? Are you a motivated, detail-oriented, and delivery-focused individual with a proven track record in operational excellence, risk management, and process automation? If the answer to these questions is “yes” and you want to be in a role that provides you with a strategic front-to-back opportunity to influence how a bank operates, while at the same time leading an exceptionally high-performing team – then joining PWM Operations in Zurich to lead our Rolling Review team could be the pivotal role for you. You will not only be instrumental in ensuring the accuracy and regulatory compliance of client KYC refreshes but also play a key role in driving automation initiatives and presenting strategic insights to senior stakeholders. You will continue to gain invaluable new experiences as you work closely with Private Wealth Management Sales, Legal, Compliance, Technology, Finance & Global Operations, and crucially, Financial Crime Compliance and Engineering, in a fast-paced and stimulating role.

OUR IMPACT

Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm’s assets and its reputation. For every client, ensuring their KYC is accurately refreshed and compliant is paramount. It is Operations, that develops the processes and controls to maintain regulatory standards and client trust. PWM Operations in Zurich directly supports all the PWM clients of GSBZ Bank AG (Switzerland) working closely with the local PWM Business teams based in Zurich and Geneva as well as other PWM teams globally. As part of PWM Operations in Zurich, you will lead a tight-knit high-performing team in Switzerland, playing a key role in contributing to PWM Operations globally, particularly in the critical area of KYC Rolling Review.

HOW YOU WILL FULFILL YOUR POTENTIAL

Leading and mentoring a high-performing team, fostering a culture of excellence and continuous improvement within the Rolling Review function.

Driving strategic change in KYC and Rolling Review functions with a distinct focus on client experience, both from a Swiss and global perspective.

Acting as a subject matter expert and strategic leader in KYC Rolling Review processes, ensuring accuracy and compliance with regulatory standards for clients of the PWM business in Switzerland.

Leveraging your excellent communication and networks to partner effectively with PWM Business, Legal, Compliance, Technology, Financial Crime Compliance, Engineering, and Global Operations, providing optimal client solutions.

Driving operational process automation initiatives with Engineering to enhance efficiency, control, and scalability within the Rolling Review function.

Applying your expert risk & control mind-set by critically reviewing operational processes to mitigate risk, strengthen the control environment, and ensure KYC refreshes are accurate and compliant.

Representing your team and areas of expertise by presenting strategic insights and operational updates to senior audiences and global stakeholders.

Thinking outside of the box – we value your ideas and expect a significant contribution to enhancing the current suite of processes performed by both the Zurich team and PWM Operations globally.

SKILLS & EXPERIENCE WE’RE LOOKING FOR

Bachelor’s degree with a minimum of 8+ years of experience in financial services, specifically within banking operations (with transactional focus) and KYC functions

Prior experience in a Sales role strongly preferred with proven record of driving client experience strategy

Prior experience of Onboarding and Rolling Review functions strongly preferred, ideally from both Front and Middle Office roles

Proven leadership experience, including successfully leading and developing teams.

Exceptional analytical skills, advanced problem-solving ability, and a robust control mentality paired with meticulous attention to detail.

Demonstrated track record in operational process automation and effective risk management.

Aptitude for building strong relationships and extensive experience in communicating complex issues and presenting strategic information to a wide array of internal partners, including senior audiences, at differing levels of product or process experience.

Highly self-motivated and proactive team player who takes ownership, acts as a change agent to improve processes, and has been accountable for significant projects.

Superior organizational skills as well as the ability to effectively manage competing priorities and thrive in a fast-paced, high-pressure team environment.

Excellent English language written and verbal skills

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc., 2025. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, colour, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

We Offer Best-In-Class Benefits

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

Holiday & Vacation Policies

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health Services

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

Child Care & Family Care

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer.

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