Private Banking – Customer & Employee Experience (CEX) – Onboarding & Monitoring Team: Private Banking – Customer & Employee Experience (CEX) – Onboarding & Monitoring Why This Role Is Exciting • You will be the driving force behind faster, more predictable, and compliant onboarding for Private Banking clients, improving both client and employee experience (CEX) through strong execution and coordination. • You will work at the intersection of operations, client assistance, risk/compliance (FCP/KYC), and stakeholder coordination to reduce fragmentation and re-work. • You will have a direct impact on key outcomes such as time to onboard, time to invest and first-time-right quality, supported by SLA/KPI steering. • You will own end-to-end cases and make things move across multiple teams and dependencies. Your Mission • Function as the end-to-end case owner for onboarding, from intake through coordination and monitoring to closure. • Coordinate all involved parties (Private Banker, Client, Financial Crime Prevention, Tax, Documentation, Product/IT, ) and manage dependencies until completion. • Execute defined operational activities including system inputs (e.g., IRIS, AAA), status updates and administrative onboarding steps. • Proactively and reactively contact clients (email/phone) to support data & document collection, clarify missing information, and accelerate progress. • Actively monitor lead times, completeness and quality, trigger corrective actions, and escalate when SLA/thresholds, quality or risks are at stake. • Ensure first-time-right closure by confirming operational completeness (documentation, system records and required controls) and formally closing the case. • Contribute to dashboarding and reporting (backlog, ageing, lead times, quality trends) and help drive continuous improvement. • Provide oversight and lead initiatives for data quality management across the full lifecycle (via dedicated dashboard and steering committee) What We Are Looking For Must-Haves • Strong operational excellence skills: prioritization, disciplined follow-up, stakeholder management, and a can-do mentality. • Comfortable interacting with clients via email and phone in a professional, service- oriented, and controlled manner. • Good understanding of KYC/AML, documentation completeness, and operational controls in a regulated environment. • Ability to align and steer stakeholders in a clear, assertive, and collaborative manner (Private Banker, FCP, as well as d ocumentation and Product/IT related dependencies ) to ensure progress and timely case closure. • Data - driven approach: ability to use KPIs/dashboards to monitor backlog, lead times, quality, and recurring issues. • Languages: Full professional proficiency in both national languages (client - facing) and good English. Nice - to - Haves • Experience with onboarding/remediation operating models (checklists, clear entry/exit criteria, playbooks). • Familiarity with documentation lifecycle processes/tools and how they impact onboarding completion. • Experience with reporting cadences and operational steering (weekly follow - up, monthly steering) using KPIs. What’s In It for You • Be part of building an expert - driven onboarding setup that strengthens execution excellence, increases speed, reduces fragmentation, and improves predictability in Private Banking onboarding. • Work in a high - impact, cross - functional environment, collaborating with Commercial/SSO, FCP, Documentation and Product/IT stakeholders. • Grow your skills in execution excellence, stakeholder steering, client assistance, and KPI - driven operational management. • Make a tangible impact on outcomes that matter: time to onboarding/time to invest, first - time - right quality, and continuous improvement. Curious? Motivated? Ready to make onboarding faster and more predictable? Apply now and help us deliver a first - time - right Private Banking onboarding experience, better for clients and easier for employees.