CRM and KYC Business Analyst; Wealth Management

Role: CRM and KYC Business Analyst (Wealth Management)

Location:

Geneva, Switzerland

Years of

Experience:

Minimum 7+ years

Type of Hiring:
Permanent

Language:
French – Advanced, English – Advanced

Hybrid: 3 days a week in office, 2 days remote

Please note:

Only EU/Swiss nationals or holders of a valid B/C work permit may apply.

• Minimum 7 years as a Business Analyst designing and developing web applications.
• Excellent knowledge of various analysis methodologies.
• Strong expertise in designing and facilitating workshop series, capturing requirements, and identifying user personas.
• Affinity for user experience, web responsiveness, and, optionally, mobile development.
• Proven expertise in CRM and front office activities.
• Solid understanding of onboarding processes, KYC, and compliance requirements.
• Knowledge of wealth management practices.
• Dynamic and proactive in completing assigned tasks, demonstrating responsiveness and adaptability to change.
• Ability to work closely with team members to achieve common goals.
• Strong analytical and conceptual thinking skills, with a knack for problem‑solving.
• Autonomy and ability to independently analyze data from various systems.
• Excellent organizational skills, resilience under stress, and ability to manage priorities effectively.
• Proficient in SQL query languages and tools for accessing databases.
• Knowledge and experience with Agile methodology (Scrum).
• Familiarity with APIs, including the use of JSON, XML, Postman, and Swagger.
• Higher education in Computer Science (University, HES, Federal Diploma, EPF) or equivalent qualifications.

• Participate in gathering and analyzing client requirements and write detailed functional specifications.
• Support and assist the IT teams based in Geneva during various cycles.
• Ensure the proper integration of the solutions under your responsibility into the bank's overall information system by conducting FATs/integration tests.
• Support and coordinate testing phases with end users.
• Provide level 3 support in case of production incidents.