Client Onboarding Specialist

vor 4 Wochen


Basel, Basel-Stadt, Schweiz J Safra Sarasin Vollzeit

Your role

As a Client Onboarding Specialist at J. Safra Sarasin, you will be responsible for reviewing and processing client documentation and data, ensuring accuracy and completeness throughout the client lifecycle. Your primary goal is to provide exceptional service to all Bank units.

Your responsibilities

  • Review and process all account openings for Legal Entities, ensuring smooth operational activity for clients.
  • Support and collaborate closely with Relationship Managers to further develop their business.
  • Manage physical and electronic static data throughout the client lifecycle.
  • Verify clients' signatures on documents and instructions.
  • Develop a deep understanding of the Bank's processes, products, and services.

Your profile

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


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