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Existing Clients Manager – Gland | JobRevolt

Über den Job

Swissquote is Switzerland's leading digital bank with 1,500+ employees across Europe, Middle East, Asia, and South Africa. Business Risk Management (BRM) is the first-line control function overseeing client onboarding, periodic reviews, and ongoing lifecycle controls. Operating across Gland and Zurich, BRM works closely with front-office teams, Compliance, and Legal to ensure regulatory compliance and operational efficiency.

Aufgaben

Direct the operational and people management aspects of the Existing Clients team, fostering a high-performance culture aligned with strategic objectives
Oversee the implementation and running of the periodic review process across the institutional client base
Follow up with Sales teams to ensure reviews are launched on schedule and adequate documentation is received from clients within set timeframes
Prepare escalated cases for presentation to Executive Management committees, ensuring materials are accurate, complete, and ready for review and approval
Identify risks and implement appropriate controls for existing clients across the relationship lifecycle, beyond scheduled periodic reviews
Work closely with the Quality Control & Remediations team and Compliance on cases that may trigger ad-hoc reviews
Own reporting on periodic review and ongoing controls metrics, providing senior management with clear, accurate, and timely transparency on status, bottlenecks, and outstanding cases
Serve as the primary point of contact for audits and ongoing monitoring exercises conducted by second line of defense functions, coordinating responses and ensuring timely follow-up on findings
Manage escalations in close coordination with the Sales Management team, ensuring overdue or at-risk periodic review cases are surfaced and addressed promptly
Exercise independent judgment on complex or novel cases, determining when to escalate appropriately while making well-reasoned, timely decisions within established guidelines
Actively lead process improvement initiatives aimed at simplification, efficiency gains, and stronger on-time completion rates across existing client controls
Serve as a trusted partner to Institutional Sales, Compliance, and Legal, ensuring sustainable business growth while upholding the Bank's risk and regulatory standards
Participate in client meetings to discuss complex cases as necessary
Actively contribute to recruitment cycle and performance management to ensure a motivated, high-performing, and accountable team
Coach and mentor team members, supporting their skill development and career growth

Profil

Minimum 5–7 years' track record in client periodic reviews, ongoing monitoring, or compliance operations within the financial services sector
Previous experience in a leadership or team-lead role is a strong advantage
Strong knowledge of Swiss regulatory requirements (FINMA, AMLA, CDB) and periodic review standards
Strong organizational and follow-through skills with demonstrated ability to track multi-stage processes to completion and hold stakeholders accountable to deadlines

Rahmenbedingungen

Position: Associate Director for Existing Clients
Location: Gland and Zurich

Benefits

No dress code
Culture of celebrating wins and collaboration

Existing Clients Manager

Über den Job

Über den Job

Aufgaben

Profil

Rahmenbedingungen

Benefits

Skills

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