Client Data Management Office
vor 2 Wochen
The Client Data Management Office is looking for an experienced CDB expert to head its Legal Entities team, which is responsible for processing client documentation and administering client data, ensuring data completeness and correctness throughout the lifecycle of the clients in the Bank.
**Responsibilities**
- Leading a team of Client Data Officers, responsible for Legal Entities
- Reviewing and approving account openings for Legal Entities, ensuring smooth operational activity for the clients
- Supporting and interacting closely with our Relationship Managers, enabling them to further develop their business
- Mangement of physical and electronic static data throughout the lifecycle of a client
- Verifiying clients' signature on documents and instructions
- Developing deep understanding of the Bank's processes, products and services
- Providing excellent service to all units of the Bank
**Profiles**
- Banking apprenticeship or relevant university degree
- At least 5 years of relevant working 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 are essential
- Reliable team player with excellent communication and interpersonal skills
- Demostrated ability to take ownership and perform under pressure
- IT affinity, experience in working with Avaloq is advantageous
**Activity rate**
100 %
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