What would your role be? 

1. Business Management & Planning (40%) 

• Financial Oversight: Build and track regional budgets (revenue, cost, headcount) with monthly variance analysis. 
• Resource Strategy: Develop forecasting models, resource plans, and headcount proposals with HR. 
• Management Reporting: Produce regional KPI scorecards (revenue, net new money, cost/income ratio, pipeline capacity). 
• Strategic Execution: Implement group-wide cost initiatives, process changes, and system rollouts locally. 

2. First-Line Risk & Control (40%) 

• Control Framework: Own, run, and document the regional first-line control framework. 
• AML & KYC Oversight: Monitor onboarding files, KYC/EDD quality, and periodic reviews; escalate compliance gaps early. 
• Incident Management: Track operational errors, incidents, and client complaints; lead root-cause analysis and remediation. 
• Audit Coordination: Coordinate internal/external audits and drive audit findings through full closure. 
• RCSA & KRIs: Maintain the regional Risk and Control Self-Assessment (RCSA) and report Key Risk Indicators (KRIs) to leadership. 

3. Regulatory Readiness (20%) 

• Regulatory Implementation: Support the rollout of regulatory strategies (e.g., CRD VI implementation). 
• Compliance Standards: Oversee mandatory staff training and certifications. 
• Inspections: Prepare and support the region for regulatory reviews and inspections. 

What are we looking for? 

• 8–12 years in Swiss private banking or wealth management (COO office, business management, or 1st-line risk/control).
• Deep understanding of FINMA circulars, AMLA/AMLO, and cross-border rules.
• Proven financial budgeting, forecasting, variance analysis, and advanced Excel/PowerPoint capabilities.
• Track record of managing strategic group-level projects or system rollouts.
• Highly credible with senior front-office bankers, with the ability to constructively challenge when necessary.
• Highly rigorous, structured, discreet, and capable of working independently across multiple sites.
• Fluent in French and English; working knowledge of German is strongly preferred for Zurich collaboration.
• Experience with GCC/Middle East clients or the External Asset Manager (EAM) segment is a plus.

What we offer

• Top Geneva location 
• Friendly, diverse team in an open-office space with modern equipment.
• All the latest technology to help you excel and advance.
• Agile environment in how we think, the way we work and our trust for each other.
• Flat hierarchy with collaboration on all levels.
• Campus feeling and collaborative spirit.

Why Vontobel?

At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 29 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability.

Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.

Do you want to be Vontobel?

Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

If you have any questions you can contact us through our contact form.