Client Offboarding Specialist / Client Offboarding Specialist

Client Offboarding Specialist - Wealth Management

Number of positions: 4

Location: Opfikon, Zurich

Duration: until 31st December 2026

Full time (42 hrs per week)

Office job (not remote, not hybrid)

GERMAN & ENGLISH SPEAKING

Your Role

Are you a motivated and adaptable team member with a positive attitude and an analytical mindset? Do you possess a keen eye for detail and the ability to quickly grasp new tasks?

Your main responsibilities will include the end-to-end handling of client offboarding, encompassing:

• Orchestration of all necessary activities with relevant internal partners, including cash transfers, asset transfers, product cancellations (e.g., cards, loans), and custody/account/relationship deactivation.
• Collaboration with various teams, such as the Asset Transfer Team and Front/Back Office.
• Supporting the Front Office with specific responsibilities, including client contact, product sales, and mandate closures.
• Managing standard operating procedures and working on process enhancements.
• Identifying risk items and escalating them appropriately to senior management.

Your Team

You will be part of the Client Offboarding Team, which consolidates the end-to-end process of offboardings for all Global Wealth Management clients. This position offers a platform for further growth and may serve as a stepping-stone for your professional career.

Your Expertise

• Understanding of banking products.
• Language skills: Proficient in both English and German (oral and written). Additional languages are a plus.
• Commercial education/diploma, or equivalent; higher qualifications are advantageous.
• Strong proficiency in Microsoft applications (Word, Excel, Outlook, etc.).
• Ability to thrive in a dynamic environment, showcasing a positive attitude and results-driven mindset.
• 5 days in-office work is required.
• Proven ability to deliver outputs with accuracy and a high level of service quality.
• Curiosity, eagerness to learn, and proficiency in giving and receiving feedback.
• Flexibility to collaborate with various teams based on business needs and shifting work priorities.
• Excellent interpersonal and teamwork skills; a definitive team player.
• Solution-oriented mindset, focusing on delivering the highest quality of service.
• Responsibility and awareness of risks are essential.
• Attention to quality and client satisfaction is imperative.

Apply online using the form below. Only applications matching the job profile will be considered.