Finance transformation manager állások, munkák Svájcban

Reporting to the After-Sales Services Customer Service Senior Manager, you ensure consistent After-Sales Services pricing and contribute to the development of commercial communications. Within this scope, you act as the key liaison for all Watch Business Unit policies.   _CREATION AND BENCHMARKING...

• Monitor and perform enhanced Due Diligence reviews of high risk and PEP clients
• Treat alerts generated by AML system and filter any Sanctions transactions
• Ensure regulatory standards and practices are followed and implemented into the Private Banking activity

• Prepare monthly P&L, cash-flow statements and management reports.
• Lead budgeting, forecasting, and variance analysis.
• Develop Excel-based dashboards and KPI tools to support decision-making.
• Support the follow-up of EU- and Swiss-funded R&D projects.

• Daily consolidation of European cash pools and liquidity planning
• Verification of bank data and reconciliation of forecasts versus actuals
• Execution of sweep and cover payments and short-term investments according to company guidelines
• Management and optimization of standalone bank accounts

Prepare accurate and timely financial reports of consolidated monthly, quarterly and annual figures, in close co-ordination with Group Consolidation & Accounting team...

You will work on AI/GenAI, Business Intelligence, Data strategy & data governance, Data foundation and data architecture, and Intelligent Automation topics on a project basis, for and in collaboration with customers throughout Switzerland and internationally....

• Advising and selling precious metals (gold, silver) to private and business customers
• Supporting existing customers 
• Advising on safe deposit boxes, secure storage, and duty-free warehouse solutions
• Processing of purchase and sale transactions 

• Acquisition of new customers as well as maintenance and expansion of existing business relationships 
• Active management of the entire sales process – from project acquisition and feasibility studies to quotations, order intake, and project supervision (FAT, SAT) 

• Support the RMs in organizing and implementing the acquisition process and in managing existing clients
• Prepare and review account opening documents and internal forms
• Coordinate with internal departments (account management team, portfolio management) and the RMs

• Active support and advice for private and high net worth clients (UHNWI, UVtWt), institutional investors, banks, and corporate clients
• Advice on storage solutions, in particular secure storage, duty-free warehouses, and customer safe deposit boxes

• Support senior brokers in placing and renewing marine insurance policies 
• Prepare and process insurance documentation including quotes, slips, cover notes, and endorsements
• Liaise with underwriters to obtain competitive terms and ensure timely policy issuance