Business Engineer Investment and Pension

Executive Mandate Specification

For a renowned Swiss bank in Zurich, we are looking for an experienced business engineer for digital investment and pension solutions. Topics include pillar 3a, vested benefits, mandate and portfolio fund solutions, and quote simulation in occupational pension.

Your tasks

1. Customer-centred requirements analysis, capture as-is and to-be processes

2. Specify features and stories, create GUI prototypes with UX and UI

3. Run workshops and refinements with the business, product management and IT

4. Identify and eliminate manual interfaces and media breaks in the to-be process

5. Support implementation, testing and acceptance of features

Your profile

1. German at C2 level, the project language is German. Understanding of Swiss German is expected

2. At least five years of business engineering or business analysis at a bank, financial services provider or insurer

3. Experience with digital investment platforms, pension or advisory solutions

4. BPMN, use cases, user stories and story maps

5. Agile way of working, ideally SAFe

6. Degree in business administration, banking and finance or business informatics

Nice to have

1. Figma, Jira and Confluence

2. Knowledge of Swiss occupational pension (BVG, KTG, UVG, UVGZ)

3. Mandate and portfolio fund solutions at large banks

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Statutory Executive Benefits & Governance

• Executive Health, Vision & Dental Coverage with Global Provider Options
• Corporate Pension Auto-Enrolment / 401(k) Retirement Plan with Fiduciary Matching
• Annual Discretionary Performance Incentive & Long-Term Equity Participation
• Executive Leave Allotment, Statutory Holidays & Dedicated Health Care Reserves
• US Department of Labor & E-Verify Work Authorization Sponsorship