Global Discretionary Product Specialist

Technologies we use

About the project

Your responsibilities

• Establish and maintain a strategic CLM transformation roadmap for Switzerland, with clear milestones, outcomes, and governance structures.
• Oversee the design and implementation of streamlined CLM processes, leveraging technology to drive efficiency and enhance client and banker experience.
• Ensure alignment with group-wide CLM initiatives and coordinate with global and regional programmes (e.g., Project Leo, Project Sonata).
• Lead the delivery of front-to-back CLM transformation, focusing on onboarding and ongoing client management.
• Drive and coordinate both tactical and strategic technology changes, ensuring solutions are fit-for-purpose for the Swiss private banking environment.
• Oversee the management of change, including organisational design, process re-engineering, and technology enablement.
• Proactively identify and address risks, issues, and dependencies, escalating as required.

Our requirements

• Experience in financial services, management consulting, or a similar environment, with a strong track record in CLM transformation (ideally within Swiss private banking).
• Deep understanding of CLM processes, technology transformation, and delivery best practices.
• Strong knowledge of the regulatory and operational environment for private banking CLM (ideally with experience in the Swiss private banking sector).
• Proven ability to drive change in complex, matrixed organisations and to work independently.
• Excellent stakeholder management, communication, and influencing skills, with experience engaging senior executives.
• Demonstrated ability to run workshops, facilitate cross-functional collaboration, and deliver results at pace.
• Strong analytical, problem-solving, and project management skills, experienced in delivering board and executive level materials (presentations and papers).
• Excellent MS Office Skills (Excel, PowerPoint, Word), fluent in English; knowledge of French or German is an advantage.

What we offer

• Competitive salary.
• Annual performance-based bonus.
• Additional bonuses for recognition awards.
• Multisport card.
• Private medical care.
• Life insurance.
• One-time reimbursement of home office set-up (up to 800 PLN).
• Corporate parties & events.
• CSR initiatives.
• Nursery discounts.
• Financial support with trainings and education.
• Social fund.
• Flexible working hours.
• Free parking.

Benefits