Wealth Management Operations, Rolling Review, Associate – Zurich

JobsCloseBy Editorial Insights

Goldman Sachs is hiring a Zurich based Associate for PWM Operations Rolling Review to elevate KYC refresh accuracy and regulatory compliance across complex high-net-worth portfolios by partnering with Financial Crime Compliance, Engineering, Sales, Legal and Global Operations on next generation automation initiatives. You will execute core Rolling Review operations, review multi jurisdictional client accounts, obtain and assess documentation, and help shape risk management strategies while delivering measurable improvements in efficiency and cycle time. The right candidate brings 3-5 years in financial services, preferably in KYC or Rolling Review, strong analytical skills, stakeholder influence, and a proven change agent mindset; English fluency required, German a plus. How to apply: tailor your resume to KYC Rolling Review, quantify impact, highlight automation experience and crossfunctional collaboration, demonstrate ability to work under pressure, and express genuine interest in Switzerland and global PWM exposure.

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YOUR IMPACT

Are you a high-calibre KYC operations professional looking to drive strategic impact and accelerate your career trajectory? Are you a motivated, detail-oriented, and delivery-focused individual? If the answer to these questions is "yes" and you want to be in a role that positions you at the intersection of operations, technology, and strategy, then joining PWM Operations in Zurich to work on the Rolling Review team could be the pivotal career move for you.

You will drive the accuracy and regulatory compliance of client KYC refreshes across complex, high-net-worth portfolios, while partnering directly with Financial Crime Compliance leadership and Engineering teams on cutting-edge automation initiatives. You will gain invaluable strategic exposure as you work closely with Private Wealth Management Sales, Legal, Technology & Global Operations, and crucially, Financial Crime Compliance and Engineering, in a fast-paced and stimulating role that offers both immediate impact and long-term growth potential.

 

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, not only will you gain the opportunity to be part of a tight-knit high-performing team in Switzerland, but also play a key role in contributing to PWM Operations globally, particularly in the critical area of KYC Rolling Review, giving you exposure to international stakeholders and cross-border regulatory frameworks.

 

HOW YOU WILL FULFILL YOUR POTENTIAL

• Driving KYC excellence and innovation as a subject matter expert in Rolling Review processes, partnering with Engineering teams to design and implement next-generation automation solutions using advanced analytics and AI.
• Executing core Rolling Review operations by reviewing client accounts with complex operating structures across multiple jurisdictions, partnering with Sales teams to obtain and assess client documentation, and ensuring KYC refreshes are completed accurately and within required regulatory timeframes.
• Leading strategic initiatives that directly impact the firm's risk management framework and regulatory standing, while building relationships with PWM Business, Legal, Compliance, Technology, Financial Crime Compliance leadership, and Global Operations.
• Representing and influencing by presenting strategic insights to senior audiences, contributing innovative ideas to enhance processes globally, and acting as a change agent driving measurable improvements in operational efficiency.

 

SKILLS & EXPERIENCE WE'RE LOOKING FOR

BASIC QUALIFICATIONS

• Bachelor's degree with a minimum of 3-5 years of experience in financial services, preferably within banking operations and KYC functions, with a strong preference for experience in Rolling Review or Client Identification processes.
• Proven analytical skills, advanced problem-solving ability, and a robust control mentality paired with meticulous attention to detail.
• Track record of driving measurable improvements in operational efficiency, accuracy, or cycle time through process optimization or automation.
• Aptitude for building strong relationships and extensive experience in communicating complex issues to a wide array of internal partners at differing levels of product or process experience, including senior stakeholders.
• Demonstrated ability to influence stakeholders and drive change in complex, matrixed organizations.
• 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 team environment under pressure when needed.
• Excellent English language written and verbal skills essential (and German skills a distinct advantage).

 

  ABOUT GOLDMAN SACHS
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