Investment Platform & Governance Specialist

Responsibilities

• ● Investment Platform & Governance Specialist
• ● Country: Switzerland
• ● This newly created role offers a unique opportunity to influence the evolution of our investment platform, combining product governance, distribution oversight and commercial insight to enhance client outcomes and support the Bank's strategic growth ambitions.
• ● Success in this role requires hands-on experience within a Swiss private banking or wealth management environment, a strong understanding of FINMA and FinSA requirements, excellent stakeholder management skills, and fluency in both English and Spanish to effectively collaborate across our international organization. Key Responsibilities
• ● Investment Platform & Product Governance
• ● Actively contribute to the functioning of the Product Committee (CLC), ensuring well-prepared proposals and effective decision-making aligned with client needs and commercial priorities.
• ● Partner with Investments, Compliance, Risk, Legal and other stakeholders to support efficient product approval processes and the timely launch of investment solutions.
• ● Manage the product lifecycle, ensuring the investment platform remains competitive, differentiated and fit for purpose.
• ● Support the effective implementation of Product Committee decisions across the investment platform.
• ● Maintain governance documentation and product records in line with FINMA, FinSA and internal governance standards.
• ● Investment Governance & Distribution Quality
• ● Coordinate the Local Investment Forum process and support the communication of the Bank's investment views across the organization.
• ● Promote consistency between strategic asset allocation, approved investment solutions and client portfolio implementation.
• ● Monitor execution of key investment decisions and follow-up actions.
• ● Support initiatives that strengthen advisory quality and consistent investment practices across Advisory, AIS, DPM and Alternative Investments.
• ● Commercial Effectiveness & Platform Development
• ● Monitor product penetration, client adoption and revenue trends to identify opportunities for improving the investment platform.
• ● Develop insights that support product positioning, commercial priorities and client outcomes.
• ● Coordinate structured communication to Front Office teams, including investment themes, product updates and rating changes.