100 Banque Lombard Odier & Cie SA
Business Analyst – Client Platform Advisory(m/w/x)
Full-timeOn-siteSenior
Genf
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Designing and executing tailored customer lifecycle strategies at a global financial services consultancy, focusing on digital onboarding for private clients and SMEs. Expertise in digital onboarding for private clients and SMEs, Master's degree or certifications (BSI, Salesforce, Dynamics) a plus. Diverse project portfolio across global financial institutions.
Requirements
- Bachelor's degree in computer science or related field
- Master's degree or professional certifications (e.g., BSI, Salesforce, Microsoft Dynamics) is a plus
- Knowledge of different business lines of a bank
- Expertise in digital onboarding processes for private clients and SMEs
- Proficient in optimizing and managing digital channels for client engagement
- Experience in implementing digital advisory services and omnichannel strategies
- Strong skills in digital marketing and customer relationship management
- Experience with CLM tools, such as Salesforce, BSI, HubSpot, EngageBay, Wealth Dynamix
- Previous project experience in rolling out CRM tools/client reporting tools
- "Can-do" attitude and strong passion for business improvement
- Strong problem-solving and business analysis skills
- Fluent in English and French with presentation skills
Tasks
- Design and execute tailored CLM strategies
- Optimize customer value and engagement
- Strengthen and expand the client network
- Deliver excellent content and manage relationships
- Conduct business analysis to define clear requirements
- Follow up on business requirements and conduct testing
- Report progress and issues to key stakeholders
- Support teams in quickly resolving issues
- Build use cases for test cases
- Coordinate business testing with IT and business teams
- Update senior management on CLM strategy progress
- Provide reports and insights on effectiveness
- Collaborate with the CLM team to refine best practices
Work Experience
- approx. 1 - 4 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
- French – Business Fluent
Tools & Technologies
- Salesforce
- BSI
- HubSpot
- EngageBay
- Wealth Dynamix
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Capco and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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- 0877 Deutsche Bank (Suisse) SA
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Digital & Banking Service Specialist(m/w/x)
Full-timeOn-siteExperiencedGenf
Designing and executing tailored customer lifecycle strategies at a global financial services consultancy, focusing on digital onboarding for private clients and SMEs. Expertise in digital onboarding for private clients and SMEs, Master's degree or certifications (BSI, Salesforce, Dynamics) a plus. Diverse project portfolio across global financial institutions.
Requirements
- Bachelor's degree in computer science or related field
- Master's degree or professional certifications (e.g., BSI, Salesforce, Microsoft Dynamics) is a plus
- Knowledge of different business lines of a bank
- Expertise in digital onboarding processes for private clients and SMEs
- Proficient in optimizing and managing digital channels for client engagement
- Experience in implementing digital advisory services and omnichannel strategies
- Strong skills in digital marketing and customer relationship management
- Experience with CLM tools, such as Salesforce, BSI, HubSpot, EngageBay, Wealth Dynamix
- Previous project experience in rolling out CRM tools/client reporting tools
- "Can-do" attitude and strong passion for business improvement
- Strong problem-solving and business analysis skills
- Fluent in English and French with presentation skills
Tasks
- Design and execute tailored CLM strategies
- Optimize customer value and engagement
- Strengthen and expand the client network
- Deliver excellent content and manage relationships
- Conduct business analysis to define clear requirements
- Follow up on business requirements and conduct testing
- Report progress and issues to key stakeholders
- Support teams in quickly resolving issues
- Build use cases for test cases
- Coordinate business testing with IT and business teams
- Update senior management on CLM strategy progress
- Provide reports and insights on effectiveness
- Collaborate with the CLM team to refine best practices
Work Experience
- approx. 1 - 4 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
- French – Business Fluent
Tools & Technologies
- Salesforce
- BSI
- HubSpot
- EngageBay
- Wealth Dynamix
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Capco and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Capco
Industry
Consulting
Description
Das Unternehmen ist eine globale Unternehmensberatung mit Fokus auf die Finanzdienstleistungsbranche und entwickelt maßgeschneiderte Lösungen.
Not a perfect match?
- 100 Banque Lombard Odier & Cie SA
Business Analyst – Client Platform Advisory(m/w/x)
Full-timeOn-siteSeniorGenf - 0877 Deutsche Bank (Suisse) SA
Client Implementation Specialist(m/w/x)
Full-timeOn-siteSeniorGenf - Capco
Consultant Wealth and Asset Management(m/w/x)
Full-timeOn-siteExperiencedGenf - Deutsche Bank (Suisse) SA
Client Lifecycle Management KYC(m/w/x)
Full-timeOn-siteSeniorGenf - Lombard Odier
Digital & Banking Service Specialist(m/w/x)
Full-timeOn-siteExperiencedGenf