Client Offboarding Specialist / Client Offboarding Specialistess

Client Offboarding Specialist - Wealth Management

Number of positions: 4

Location: Opfikon, Zurich

Duration: Until 31 December 2026

Work Schedule: Full-time (42 hours per week)

Work Environment: Office job (not remote, not hybrid)

Language Requirements: 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 a quick ability to learn new tasks? If so, we invite you to consider this rewarding opportunity.

• End-to-end handling of Client Offboarding, which includes:
• Coordinating necessary activities with relevant internal partners, including cash transfers, asset transfers, and product cancellations (e.g., cards, loans), as well as custody/account/relationship deactivation.
• Collaborating with teams such as the Asset Transfer Team and Front/Back Office.
• Supporting the Front Office with responsibilities like client interaction, product sales, and mandate closures.
• Managing standard operating procedures and driving process enhancements.
• Identifying risk items and escalating them to senior management as needed.

Your Team

You will be part of the Client Offboarding Team, which streamlines the end-to-end process of Offboarding for all Global Wealth Management clients. This position presents an excellent opportunity for professional growth and development within the organization.

Your Expertise

• Understanding of banking products.
• Proficient in English and German (both written and oral); additional languages are advantageous.
• Completed commercial education/diploma or equivalent; higher qualifications are a plus.
• Strong knowledge of Microsoft applications (Word, Excel, Outlook, etc.).
• Ability to thrive in a dynamic environment, demonstrating flexibility and a positive, results-driven mindset.
• Five days of in-office work is required.
• Proven ability to deliver accurate outputs and high-quality service.
• Curiosity and eagerness to learn, alongside the ability to give and receive constructive feedback.
• Flexibility to work with various teams based on business needs and shifting priorities.
• Excellent interpersonal and teamwork skills, showcasing a collaborative spirit.
• A solution-oriented approach to delivering the highest quality of services.
• Responsible and risk-aware mindset.
• Strong attention to quality and a commitment to client satisfaction.

Ready to take the next step in your career? Apply online using the form below. Please note that only applications matching the job profile will be considered.