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Citibank Switzerland AG
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  • A leading global financial institution is seeking an experienced Project Leader to manage and execute strategic initiatives within Trade and Working Capital Solutions. This role requires over 15 years of financial services experience, particularly in business transformation and product commercialization. Candidates should exhibit strong strategic thinking and execution excellence, exceptional stakeholder management skills, and a collaborative mindset. Education requirements include a Bachelor's degree, with a Master’s or relevant certifications being a plus. This is an opportunity to drive innovation and impact within a dynamic and inclusive work environment. #J-18808-Ljbffr

  • For additional information, please review .* **Strategic Project Leadership:** Lead and manage the execution of key strategic initiatives and projects from inception to completion, ensuring alignment with the overall business strategy for Trade and Working Capital Solutions. Projects are end to end across the Business and selected on the basis of maximizing the impact for clients, the Business and the Trade team.* **Target Operating Model Implementation:** Drive the design, development, and implementation of the Target Operating Model, optimizing end to end processes, systems, and organizational structures to enhance efficiency, control, and client experience. Identify opportunities for process improvements, automation, and standardization within Trade and Working Capital front office, operations and technology, driving initiatives to enhance the client experience, productivity and efficiency.* **Commercialization and Client Strategy Execution:** Spearhead the full commercialization lifecycle for new products, capabilities, and solutions. This includes implementing new design frameworks, driving market readiness, developing comprehensive go-to-market strategies, and ensuring effective adoption that directly supports the execution of client strategies and business growth objectives. This role requires a keen understanding of client needs, market dynamics and internal governance requirements to ensure successful product launches and sustained value creation.* **Executive and Stakeholder Partnership:** Foster strong relationships with TWCS Executive Committee (ExCo) members, Services senior leadership, and key stakeholders across Product, Sales, Operations, and Technology functions to secure buy-in, manage expectations, and ensure collaborative project and commercialization delivery.* **Cross-Functional Collaboration:** Partner effectively with diverse teams across geographies and functional areas to integrate strategic initiatives and new offerings seamlessly into existing business operations and technology platforms.* **End-to-End Project Management:** Oversee all aspects of project lifecycle for strategic projects, including scope definition, resource allocation, budget management, risk mitigation, and reporting, ensuring projects are delivered on time and within budget.* **Performance Monitoring & Reporting:** Establish clear metrics for project success, operating model effectiveness, and commercialization impact, regularly reporting progress and outcomes to senior management and stakeholders.* **Operation Independently:** Demonstrate leadership and the ability to operate independently, making informed decisions and driving initiatives forward with minimal supervision within a global, highly complex organizational environment.- **Experience:** * Minimum of 15+ years of experience in financial services, with significant experience in business transformation, strategic execution, project management and/or product commercialization roles. * Demonstrated experience in managing high-impact, end-to-end projects and bringing new products/capabilities to market, including the implementation of new design frameworks, within a global context. * Experience in Trade Finance and/or Transactional Banking is a significant plus.- **Skills:** * **Strategic Thinking:** Proven ability to develop and articulate clear strategic visions and translate them into actionable plans, including comprehensive commercialization strategies and the integration of new design frameworks. * **Execution Excellence:** Strong track record of successfully delivering complex projects and achieving strategic objectives, including effective product and solution launches, and the successful implementation of new operational and design frameworks. * **Stakeholder Management:** Exceptional interpersonal and communication skills, with the ability to influence and partner effectively with senior executives and diverse stakeholder groups as well as senior stakeholders. * **Collaboration:** A highly collaborative approach, with the ability to work seamlessly across various functions and geographies. * **Problem-Solving:** Strong analytical and problem-solving skills, with the ability to navigate ambiguous situations and develop effective solutions. * **Leadership:** Demonstrated leadership capabilities, including team motivation, conflict resolution, and talent development. * **Adaptability:** Ability to thrive in a fast-paced, dynamic, and constantly evolving global environment.- **Education:** * Bachelor’s degree required. Master’s degree in Business Administration, Finance, or a related field is preferred. * Relevant professional certifications (e.g., PMP, Lean Six Sigma) are a plus.* A challenging and rewarding role at the forefront of strategic transformation and innovation within a leading global financial institution.* Opportunity to significantly impact the future direction, efficiency, and client offerings of Trade and Working Capital Solutions.* Exposure to a wide range of senior leaders and complex global initiatives.* A dynamic and inclusive work environment that fosters growth and development. #J-18808-Ljbffr

  • A leading global financial services provider in Dublin is seeking a Head of Client Experience & KYC Onboarding to set the global strategy aligned with AML/KYC regulations. The successful candidate will oversee the end-to-end client onboarding lifecycle and drive process improvements. Requirements include strong leadership in KYC operations, excellent analytical skills, and a bachelor’s degree. This role is crucial for enhancing client experiences while ensuring compliance with financial crime regulations. #J-18808-Ljbffr

  • ## For additional information, please review .* Manage all contractual and commercial aspects of the relationship with the client and internal stakeholders* Assist with resolution of escalated operational and service issues in path to green* Assist with Operational site due diligence visits, audit schedule, operational workshops and their agenda and follow-ups for the team and stakeholders* Utilize Client and Process knowledge to champion innovation and challenge manual / bespoke / inefficient processes to drive the SSO strategy of scalability with a view to ultimately reducing operational risk and increasing the efficiency of the Clients Operations processes* Assist with the oversight of significant client initiatives from an operational perspective and client changes for non-contractual change clients* Champion client coordination, feedback and timelines in rollout of operational changes, new functionality, regulatory changes or any other changes impacting assigned clients and own operational service plans capturing solutions to significant issues and proactive initiatives and jointly discuss with clients on a periodic basis* Support and lead internal virtual team meetings creating a consistent client focused culture and efficiency mind-set across Citi teams* Support Sales/CEs in pre-RFP information requests and client due diligence sessions* Support and lead internal virtual team meetings creating a consistent client focused culture and efficiency mind-set across Citi teams* Support client service review meetings ensuring quality MI are presented. Share service review results internally and ensure any resulting action items are managed to conclusion* Support regular calls with assigned clients to review operational issues log and MIS* Solicit feedback from the client on a regular basis re client sentiment and drivers behind any amber/red returns. Identify clear path, owner and target date for return to green* Maintain client signature lists and client statutory documents. Ensure accurate and timely KPIs/SLA metrics are delivered* Ensure timely resolution of credit related transactional issues* Monitor aged receivables and lead conversations with the clients to close out aged billing items* Adhere to the escalation policy for any significant issues where others outside of direct management line need to be made aware of the issue, steps to resolution and notification of closure* Ensure clients receive notices and updates on all planned changes, including Citi driven, client driven and regulatory driven change. Ensure clients are fully operational and satisfied post go-live* Completion and review of scorecard metrics with relevant Ops/product/CE partners for assigned clients* Own operational service plans capturing solutions to significant issues and proactive initiatives and jointly discuss with clients on a periodic basis.* Based on knowledge of processes and client feedback, raise product gaps to relevant Product team ensuring a targeted strategy is in place.* Positively contribute to the Client Service strategy execution at a country and regional level* Degree preferred, preferably in a business discipline.* Relevant experience in a global financial institution on client facing role with broad end to end understanding of the Securities Services products to including Fund Accounting, Transfer Agency, Middle Office, Global Custody and Direct Custody.* Must demonstrate strong communication skills.* Enthusiastic with strong presentation and interpersonal skills.* Thorough knowledge and familiarity with Microsoft Word, Excel, PowerPoint and Outlook required.* Strong analytical and problem solving skills.* Continuous improvement mindset and experience.* Strong team player with excellent attention to detail.* Good understanding of current and upcoming industry regulations. #J-18808-Ljbffr

  • For additional information, please review .## Head of Client Experience & KYC OnboardingShape your career with Citi in Dublin. By joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.Citi has had a presence in Ireland since 1965, it was one of the first foreign banks to open an office in the country and is the Citibank Europe Plc Headquarters.**Team/Role Overview*** Set and execute the global Client Experience and New‑to‑Bank KYC strategy aligned to Citi’s AML/KYC framework.* Serve as senior authority on KYC policy interpretation and operational application across jurisdictions.* Lead governance routines including KPIs, KRIs, regulatory interactions, audit readiness, and performance reporting.* Lead the end‑to‑end onboarding lifecycle, ensuring a seamless, intuitive, and compliant client experience.* Oversee global capacity planning, workforce optimization, and service delivery across hubs and satellite teams.* Monitor and drive productivity, quality, and timeliness against defined SLAs and regulatory commitments.* Identify and implement process automation, digitization, and continuous improvement opportunities.* Extensive experience in KYC/AML operations, financial crime, risk management, or compliance.* Leadership of large global operational teams and complex workflows.* Success in strategy development, organisational transformation, and change delivery.* Strong understanding of global financial crime regulatory frameworks.* Experience with KYC technology, workflow tools, data management, and automation solutions.* Excellent analytical, problem‑solving, communication, and decision‑making skills.* Bachelor’s degree required; Master’s degree preferred. #J-18808-Ljbffr

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