Moteur de recherche d'offres d'emploi Indosuez Wealth Management

Head of Onboarding M/F

Vacancy details

General information


Our business has a single purpose: to build partnerships with tomorrow's Private Bankers and Wealth Managers, helping them adapt and develop in a fast-changing world. We do this through a comprehensive and integrated technology solution, operational services and high-quality consultancy services, backed by our quality process. All available in the 11 countries where our user community is active, with a unique system : S2i.

The team includes men and women of 24 nationalities, speaking 28 languages. Working out of Switzerland and Singapore, they form a unique multicultural mix of more than 200 experts in banking IT and 200 experts in banking operations.

We are a solid company, backed by the banking and financial strength of Crédit Agricole group (majority shareholder - 80%) , with its global presence, and resources made available by Capgemini under our strategic agreement (minoritiy shareholder - 20%), positioned as the expert partner for the digital transformation of tomorrow's Wealth Managers with a single ambition: to make S2i the technology and banking operations platform of choice for the Wealth Managers in its international markets.




Publication date


Position description

Business type

Types of Jobs - Information systems / IT Project management

Job title

Head of Onboarding M/F

Contract type

Permanent Contract

Job summary

The Head of Onboarding is responsible for the program management of all implementations of our banking solution at our client banks in Switzerland or abroad.

She/he is in charge of managing the Onboarding team.


Analysis, development and evaluation activities:

-       Gap analysis, project sizing and feasibility,

-       Analysis of the client’s business needs,

-       Specification writing and needs modeling,

-       Budget monitoring of the project,

-       Budget control of all onboarding projects.

Organization, management and implementation activities:

-       Manage project plan and budget,

-       Assistance in the definition and implementation of the Target Operating Model of the Client Bank,

-       Process modelling and implementation,

-       Writing of operational workflow diagrams,

-       System configuration,

-       Tests and defect management,

-       Manage project risks and issues,

-       Manage the consolidated resource demand and resource plan of onboarding projects,

-       Manage team and recruitment,

-       Manage team performance: objectives, reviews, 1:1,

-       Attend all onboarding projects Steering Committees,

-       Time-sheets follow-up and invoices controls.

Communication, contact, moderation or sales activities:

-       Provide expertise in the sales process to find solutions and size projects,

-       Change management and trainings,

-       User support,

-       Animation of / or participation to committees / sessions in the framework of project governance,

-       Relations with Top Management of Client Banks to monitor their satisfaction on the projects,

-       Reporting to Azqore Top management on the projects,

-       Circulate information to the Onboarding team.


Project Manager for specific projects:

-       Active collaboration during sale phases to propose scenarios and implementation budgets to prospects,

-       Conduct the project through monitoring and relevant feedback on the progress, risks and challenges of the project with consideration of the needs for decisions or alerts,

-       Project management in collaboration with the strategic stakeholders of the Client Banks and continuous progress communication to governing instances (Steering Committees, Comex members, …),

-       Direct handling or implementation of streams related to the project: process definition, process optimization, Target Operating Model, writing of specifications, report/minutes writing, migration data mapping, system configuration, testing and defects management, deployment, training, change management and user support

-       Numerous trips abroad, short and long durations.



Position localisation

Geographical area

Europe, Switzerland, Waadt, Lausanne


Chemin de Bérée 38 1010 Lausanne

Candidate criteria

Minimal education level

Postgraduate degree – MA/MSc/PhD/Doctorate or equivalent

Academic qualification / Speciality

Higher Education / Master level
PMP (or equivalent certification) is a plus.
10 years in Banking projects management with 5 years in onboarding.

Level of minimal experience

11 years and more


Demonstrated experience in bank integration as a global program manager in large IT or organizational projects.
Solid knowledge of Private Banking and banking processes.
Demonstrated experience in team management.

Significant experience in at least one domain below is required:
- Operations and trading (in particular FX – Treasury and Derivatives)
- Risks, Credits and Permanent Control
- Discretionary asset management and Advisory
- Taxation, Regulatory reporting, Fatca, US / EU tax and Suitability
- Significant experience in Onboarding program management

Required skills

Professional skills (hard skills):

-       Solid knowledge of Private Banking and banking processes,

-       Project / program management knowledge,

-       Strong aptitude for team management,

-       Strong delivery culture, ideally for banking clients.


 Transversal skills (soft skills):

-       Strong ability to analyze and solve problems,

-       Strong appetite for nonstop Learning,

-       Good communication, writing and synthesis skills,

-       Oral ease,

-       Flexibility and resistance to stress,

-       Dynamic, proactive, sense of initiative, autonomous,

-       Rigor and precision,

-       Critical thinking,

-       Polyvalence, ability to execute various tasks,

-       Adaptability in an ecosystem of various profiles,

-       Will to travel (international projects),

-       Management skills.

Technical skills required

Usual desktop and presentation tools
Knowledge of one Core Banking System (S2i is a plus)


French and English level C1, other European languages are a plus (Italian, Spanish, German)