Business Engineer Investment and Pension

SwissPeak Partners GmbHZurich, Zürich, Switzerlandfull-time
AI Summary: Bridge between business stakeholders and IT teams to define digital solutions for Swiss banking investment and pension products. Spend days analyzing requirements, creating process maps and prototypes, running workshops, and guiding implementation—no coding required.
Career-change fit:8/10
Product Management
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Originally posted onarbeitnow on 10/14/2026
Full Description

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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