Assistant Vice President, Account & Loan Operations
Core
Manage daily routine operations, approve investment transactions, and supervise Loan Agency, Loan Administration, and Account Ops functions for a Private Banking unit.
Role type
Senior IC account and loan operations manager
Builds
Account opening, new account set-up, deals executions, client banking instructions, account maintenance, day-end order reconciliation, and loan/investment product transactions
Domain
Banking / Private Banking
Required skills
Account opening and operations, KYC procedures, corporate loan administration, time deposits, credit documentation, AML/CTF compliance, regulatory adherence, UAT and system testing, process improvement
Preferred skills
Avaloq system, Private Banking products (Premium Financing, Lombard Loan, Unit Trust, Structured notes)
Responsibilities
Manage daily routine operations, review and approve investment related transactions, ensure operational processes compliance, check and perform authorization for fixed deposits and loans, lead or participate in UATs, supervise Loan Agency and Loan Administration functions, review procedure manual annually, support frontline AML/CTF requirements
Seniority
Senior, hands-on IC with supervisory duties