Key Account Onboarding Specialist

vor 1 Monat


Basel, Basel-Stadt, Schweiz J Safra Sarasin Vollzeit

Bank J. Safra Sarasin is seeking a Key Account Onboarding Specialist to review and process client documentation and data, ensuring completeness and correctness throughout the client lifecycle. The ideal candidate will provide excellent service to all Bank units.

Your Responsibilities

  • Review and process all account openings of Legal Entities for smooth operational activity
  • Support and interact closely with Relationship Managers to develop their business
  • Manage physical and electronic static data throughout the client life-cycle
  • Verify clients' signatures on documents and instructions
  • Develop in-depth understanding of Bank processes, products, and services

Your Profile

  • 2 years of practical experience reviewing complex structures from CDB perspective
  • Solid knowledge of AML, FATCA/QI, and CRS regulatory requirements
  • Experience with Avaloq and industry-specific knowledge required
  • Strong analytical and problem-solving skills with ability to weigh problems and set priorities
  • Hands-on mentality, excellent interpersonal skills, and ability to work independently under pressure
  • Fluency in English

This is a full-time position offering an attractive salary ranging from CHF 60,000 to CHF 80,000 per year, depending on experience, plus comprehensive benefits.



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