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Process Excellence Analyst / Engineer - Wealth Management (4737)

For a project at our client‘s site, an international bank based in Zurich, we are looking for an experienced Process Excellence Analyst / Engineer - Wealth Management.

The Weath Management OPEX program is a strategic program. It aims to optimize key processes F2B across Wealth Management and Compliance. The main levers are applied in the optimization of processes: Traditional process optimization, process automation (Robotics), shifting work from the front to a Middle Office 

This position is part of the Process Excellence team, which acts as a center of competence for process (re-) design and optimization work across the bank, with tools to deliver continuous front-to-back efficiency and to lead lean transformations.

Your Qualifications:

  • 3 years line and/or project management experience, preferably in Wealth Management/Private Banking
  • Knowledge and experience in one or more of the following areas: Process Optimization, Continuous Improvement, Change Management, Target Operating Model design, Business Process Management (BPM)
  • Good understanding of operational processes in the financial services industry
  • Strong Lean Six Sigma knowledge and skills (certification preferred)
  • Fluent in English

Your Responsibilities:

  • Assess current conditions from 5 different angles (Voice of the Customer, Process Efficiency, Metrics & Results, Mindsets & Behaviors and Organization & Skills)
  • Deliver PEX initiatives which include optimization projects and Target Operating Model design
  • Implement solutions and ensure sustainable change
  • Lead opportunity assessments to identify suitable processes for automation
  • Collaborate with Digital PEX engagement leads and solution design specialists in identifying automation solutions
  • Coach client teams on tools and methods and help line managers with the consistent implementation

Are you ready for a new challenge and available immediately in Zurich? We look forward to receiving your application in MS-Word on For any questions, please contact us: +41 44 485 44 99.

Business Analyst / Requirement Engineer
Business Project / Program Manager
Strategic Consulting
5 months +


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