Investment Platform & Governance Specialist

ph3Investment Platform Governance Specialist /h3 pCountry: Switzerland /p pWe are seeking an experienced bInvestment Platform Governance Specialist /b to help shape and oversee Santander Private Banking Switzerland's investment platform. Working at the intersection of Investments, Front Office, Compliance, Risk and global product teams, you will play a pivotal role in ensuring that our investment offering remains commercially relevant, operationally robust and fully aligned with the Swiss regulatory framework. /p pThis 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. /p pSuccess 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. /p h3Key Responsibilities /h3 h3Investment Platform Product Governance /h3 ul liActively contribute to the functioning of the Product Committee (CLC), ensuring well‑prepared proposals and effective decision‑making aligned with client needs and commercial priorities. /li liPartner with Investments, Compliance, Risk, Legal and other stakeholders to support efficient product approval processes and the timely launch of investment solutions. /li liManage the product lifecycle, ensuring the investment platform remains competitive, differentiated and fit for purpose. /li liSupport the effective implementation of Product Committee decisions across the investment platform. /li liMaintain governance documentation and product records in line with FINMA, FinSA and internal governance standards. /li /ul h3Investment Governance Distribution Quality /h3 ul liCoordinate the Local Investment Forum process and support the communication of the Bank's investment views across the organization. /li liPromote consistency between strategic asset allocation, approved investment solutions and client portfolio implementation. /li liMonitor execution of key investment decisions and follow‑up actions. /li liSupport initiatives that strengthen advisory quality and consistent investment practices across Advisory, AIS, DPM and Alternative Investments. /li /ul h3Commercial Effectiveness Platform Development /h3 ul liMonitor product penetration, client adoption and revenue trends to identify opportunities for improving the investment platform. /li liDevelop insights that support product positioning, commercial priorities and client outcomes. /liliCoordinate structured communication to Front Office teams, including investment themes, product updates and rating changes. /li liPrepare management reporting and strategic analyses for the CIO. /li /ul h3Regulatory Cross-Functional Partnership /h3 ul liCollaborate with the Global CIO to ensure consistency between global investment frameworks and Swiss regulatory requirements. /li liPartner with Compliance and Risk to ensure governance frameworks effectively balance regulatory requirements with commercial objectives. /li liSupport the integration of suitability, product governance and conflict‑of‑interest frameworks within advisory and distribution processes. /li liTranslate regulatory developments into practical and business‑oriented solutions. /li /ul h3Profile /h3 ul li– years of relevant experience within Product Management, Investment Governance, Investment Advisory or Portfolio Management in a Swiss private banking or wealth management environment. /li liProven experience working within the Swiss regulatory framework, including FINMA, FinSA, product governance and suitability requirements. /li liExperience interacting with Product Committees, Investment Committees and cross‑functional governance bodies. /li liStrong commercial mindset, with the ability to balance governance, client outcomes and business objectives. /li liExcellent stakeholder management and influencing skills, with the ability to build strong relationships across Front Office, Investments, Compliance, Risk and global teams. /li liHighly organized, structured and detail‑oriented, with strong project coordination skills. /li liComfortable working in a dynamic and collaborative environment with multiple stakeholders. /li liFluent English and Spanish are essential, given the role's close interaction with stakeholders across Switzerland and the Bank's Spanish‑speaking organization. Portuguese and French would be advantageous. /li liCWMA, CFA or equivalent professional qualification would be considered an advantage. /li /ul /p #J-18808-Ljbffr