Vontobel Beteiligungen AG
Business & Risk Manager
Are you an avid Business & Risk Manager who wants to make an impact? In our role you act as the operational and control backbone for the region. You bridge front-office teams with Zurich central functions (Finance, HR, Risk, Compliance, Legal) by translating regional strategy into budgets, staffing plans, and rigorous first-line controls. , , The role splits roughly 40% business management, 40% first-line risk and control, and 20% regulatory readiness
- Business Management & Planning (40%)
- Financial Oversight: Build and track regional budgets (revenue, cost, headcount) with monthly variance analysis
- Resource Strategy: Develop forecasting models, resource plans, and headcount proposals with HR
- Management Reporting: Produce regional KPI scorecards (revenue, net new money, cost/income ratio, pipeline capacity)
- Strategic Execution: Implement group-wide cost initiatives, process changes, and system rollouts locally
- Control Framework: Own, run, and document the regional first-line control framework
- AML & KYC Oversight: Monitor onboarding files, KYC/EDD quality, and periodic reviews; escalate compliance gaps early
- Incident Management: Track operational errors, incidents, and client complaints; lead root-cause analysis and remediation
- Audit Coordination: Coordinate internal/external audits and drive audit findings through full closure
- RCSA & KRIs: Maintain the regional Risk and Control Self-Assessment (RCSA) and report Key Risk Indicators (KRIs) to leadership
- Regulatory Implementation: Support the rollout of regulatory strategies (e.g., CRD VI implementation)
- Compliance Standards: Oversee mandatory staff training and certifications
- Inspections: Prepare and support the region for regulatory reviews and inspections
What are we looking for?
- 8–12 years in Swiss private banking or wealth management (COO office, business management, or 1st-line risk/control)
- Deep understanding of FINMA circulars, AMLA/AMLO, and cross-border rules
- Proven financial budgeting, forecasting, variance analysis, and advanced Excel/PowerPoint capabilities
- Track record of managing strategic group-level projects or system rollouts
- Highly credible with senior front-office bankers, with the ability to constructively challenge when necessary
- Highly rigorous, structured, discreet, and capable of working independently across multiple sites
- Fluent in French and English; working knowledge of German is strongly preferred for Zurich collaboration
- Experience with GCC/Middle East clients or the External Asset Manager (EAM) segment is a plus
Top Geneva location
- Friendly, diverse team in an open-office space with modern equipment
- Agile environment in how we think, the way we work and our trust for each other
- Flat hierarchy with collaboration on all levels
- Campus feeling and collaborative spirit
At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 29 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability
Asset Management
Patriot Act Certification
Deposit Insurance Scheme