Job Description

Client Offboarding Specialist - Wealth Management

Number of positions: 4

Location: Opfikon, Zurich

Duration: until 31.Dec.2026

Full time (42 hrs per week)

Office job (not remote, not hybrid)

GERMAN & ENGLISH SPEAKING

Your role

Are you a motivated and flexible team member with a positive attitude and analytical way of thinking? Do you have an eye for detail and a quickness to grasp new tasks?



Are you a motivated and flexible team member with a positive attitude and an analytical way of thinking?

Do you have an eye for detail and learn new tasks quickly? Main responsibilities include end-to-end handling of Client Offboarding, such as: Orchestration of all required activities with relevant internal partners, including cash transfers, asset transfers, product cancellations (e.g., cards, loans), and custody/account/relationship deactivation Collaboration with other teams, for example Asset Transfer Team, Front / Back Office Support of Front Office with certain responsibilities, such as client contact, product sales, mandate closures Managing standard operating procedures and working on process enhancements Identifying risk items and escalating them accordingly to senior management

Your team

You'll be working in the Client Offboading Team. Your team consolidates the end-to-end process of Offboardings for all Global Wealth Management clients. This opportunity is a start for further development and may be your chance for a professional career within.

Your expertise

understanding of banking products, min. 6 months relevant banking experience language skills: good skills in English and German (written and oral). Other languages are an advantage commercial education/diploma or comparable education, higher graduation is an advantage excellent knowledge of Microsoft applications (Word, Excel, Outlook, etc.)



ability to work in a dynamic environment and demonstrate high level of flexibility, positive attitude and result driven mindset 5 days Work from Office is a must demonstrate ability to deliver outputs with accuracy and high quality of service deliver curious, eager to learn and great with receiving and giving feedback demonstrate Flexibility to work and partner with different teams based on business requirements and change of work prioritization excellent interpersonal and teamwork skills, an absolute team player solution-oriented way of thinking (keen to deliver highest level of quality services) responsible and conscious of risks * attention to quality and client satisfaction is imperative