Alle Stellen

The Client Data Management Office is seeking an experienced CDB expert to lead its Legal Entities team, responsible for reviewing and processing client documentation and data, ensuring completeness and correctness throughout the client lifecycle in the Bank.

Tasks

  • Lead a team of Client Data Officers responsible for Legal Entities.
  • Review and process all account openings, ensuring smooth operational activity for clients.
  • Act as the point of contact for Relationship Managers and provide guidance on account opening standards and documentation gaps.
  • Serve as the bridge between the Bank's stakeholders including Front, Legal, Compliance, and IT to ensure aligned interests.
  • Lead projects to improve the Bank's processes and tools, and standardize documentation requirements in line with CDB regulation and Bank directives.
  • Support the Bank's transition from manual, paper-based client files to digital onboarding.
  • Manage physical and electronic static data throughout the client lifecycle.
  • Ensure excellent client relations and satisfaction, handling escalated issues promptly and effectively.
  • Develop a deep understanding of the Bank's processes, products, and services.

Requirements

  • Banking apprenticeship or relevant degree.
  • At least 5 years of relevant work experience in Private Banking, preferably as Onboarding Specialist or Compliance Officer.
  • CDB Expert, specifically in the area of Legal Entities, with sound knowledge of AML, FATCA/QI, and CRS regulations.
  • Strong prioritization, organization, and analytical skills.
  • Reliable team player with excellent communication, interpersonal skills, and hands-on mentality.
  • Ability to create a productive environment for the team.
  • Demonstrated ability to take ownership, perform under pressure, and set priorities.
  • Fluency in English and German.
  • IT affinity; experience in working with Avaloq is advantageous.

Benefits

  • Entrepreneurial spirit in a family owned bank.
  • Central city office locations across Switzerland.
  • Above average insurance coverage fully borne by the bank.
  • Contribution to health insurance and meal allowance.
  • Global growth strategy and stable environment.
  • Competitive offering.
Bist du Teil dieses Unternehmens?

Dieses Unternehmensprofil wurde automatisch erstellt. Wenn du für Bank J. Safra Sarasin AG arbeitest, kannst du das Profil jetzt beanspruchen und verifizieren – kostenlos und in wenigen Minuten.

Verifizierte Profile erhalten ein Siegel und können ihre Seite, Stellen und Bewerbungen direkt verwalten.
Über uns
Bank J. Safra Sarasin AG ist eine Schweizer Privatbank mit Hauptsitz in Basel. Das Unternehmen bietet Private Banking, Anlageberatung, Vermögensverwaltung, Asset Management, Finanzplanung und weitere Bankdienstleistungen für private und institutionelle Kunden an. J. Safra Sarasin ist international tätig und betreut Kunden über Standorte in Europa, Asien, dem Nahen Osten, Lateinamerika und der Karibik. Der Fokus liegt auf langfristiger Vermögensverwaltung, nachhaltigen Anlagelösungen und persönlicher Beratung.
Das Team

Join an international team that values each person's unique technical expertise, professional qualifications, and social skills, and be part of the next chapter of the J. Safra Sarasin Group.

Ähnliche Stellen