Onboarding Business Partner

Onboarding Business Partner | Barclays | Geneva

We are seeking an experienced, client-focused, and highly organised Onboarding Business Partner to manage the end-to-end onboarding of clients into Barclays Switzerland. Acting as the primary point of contact throughout the onboarding journey, you will deliver an exceptional client experience while demonstrating strong ownership, accountability, and sound judgement in a highly regulated environment. You will work collaboratively with Front Office, Operations, Risk, and Financial Crime teams to navigate complex onboarding requirements, proactively solve problems, and ensure full compliance with Swiss regulatory and Barclays policy standards.

This role requires a strong understanding of the Swiss regulatory environment, excellent stakeholder management skills, and a continuous improvement mindset focused on efficiency, quality, and risk awareness.

• Lead the end-to-end onboarding process for clients of Barclays Switzerland, from prospect stage through to account opening.
• Act as the primary point of contact for clients, providing a professional, responsive, and personalised onboarding experience.
• Build strong relationships with clients and internal stakeholders to ensure efficient and timely onboarding outcomes.
• Partner closely with Front Office, Operations, Risk, Compliance, and Financial Crime teams to facilitate account openings and resolve onboarding queries.
• Ensure all client onboarding files meet Barclays policy requirements and Swiss regulatory standards.
• Conduct thorough reviews of client documentation, KYC, AML, and Client Due Diligence requirements.
• Identify and escalation potential risks, issues, or regulatory concerns in a timely manner.
• Drive continuous improvement in onboarding processes, controls, and client experience.
• Act as a subject matter expert on onboarding procedures and regulatory requirements.
• Support the development and enhancement of Client Due Diligence policies and onboarding procedures.
• Serve as a role model for procedural excellence, risk awareness, and regulatory compliance.

• Fluency in both English and French, with excellent written and verbal communication skills.
• Strong knowledge of the Swiss onboarding and regulatory framework, including KYC, AML, and Client Due Diligence requirements.
• Proven experience managing client onboarding within Private Banking, Wealth Management, or Financial Services.
• Demonstrated ability to engage directly with high-profile and demanding clients in a professional and confident manner.
• Strong analytical and problem-solving capabilities with excellent attention to detail.
• Highly organised with the ability to manage multiple onboarding cases simultaneously.
• Excellent stakeholder management and communication skills.

• Experience supporting or onboarding clients from the Middle East region.
• Fluency in Arabic.
• Advanced Microsoft Excel skills, including the creation and maintenance of complex formulas, management reporting, dashboards, and data analysis.
• Experience working within an international private banking or wealth management environment.

This role is based in Geneva. You may be assessed on key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

Support and assist Relationship Managers in acquiring, onboarding, servicing and retaining clients to deliver overall business goals, managing complex client situations. Where required liaise directly with clients regarding complex client requests in respect of various banking and servicing requirements such as onboarding, banking transactions, Investments, credit & digital solutions. Work closely with Operations and other support functions to deliver positive outcomes for clients.

• Establish strong client and internal relationships alongside relationship managers to ensure high quality service is provided at all times.
• Responsible for all aspects of clients servicing and service engagement plans, including leading client service review visits to support and improve client experience.
• Develop relationships with other areas of the bank; in doing so, they will have joint responsibility with internal colleagues for the end-to-end client experience, ensuring high levels of client satisfaction.
• Point of contact for all new account queries, complex servicing requests and a liaison between relationship teams and support/specialist teams.
• Ensure legal and regulatory standards and internal policies and procedures are adhered to, support relationship managers with risk related activities.

• To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
• Requires in-depth technical knowledge and experience in their assigned area of expertise.
• Thorough understanding of the underlying…