Team-Head Legal Entities / Client Data Management Office

ph3Your Role /h3pThe Client Data Management Office is looking for an experienced CDB expert to head its Legal Entities team, which is responsible for reviewing and processing client documentation and client data, ensuring data completeness and correctness throughout the lifecycle of the clients in the Bank. /ph3Your Responsibilities /h3ulliLeading a team of Client Data Officers, responsible for Legal Entities /liliReviewing and processing all account openings, ensuring a smooth operational activity for the clients /liliAct as the point of contact for our Relationship Managers and provide guidance on account opening standards and documentation gaps enabling them to further develop their business /liliAct as the bridge between the Bank's different stakeholders including Front, Legal, Compliance, IT to ensure aligned interests /liliLeading Projects to improve the Bank's processes and tools as well as standardizing documentation requirements in line with CDB regulation and Bank directives /liliSupport the Bank in its continuous move from manual, paper based client files to digital onboarding /liliManaging physical and electronic static data throughout the life-cycle of a client /liliEnsure excellent client relations and satisfaction as well as handling escalated issues promptly and effectively /liliDeveloping deep understanding of the Bank's processes, products and services /li /ulh3Your Profile /h3ulliBanking apprenticeship or relevant degree /liliAt least 5 years of relevant work experience in Private Banking, preferably as Onboarding Specialist or Compliance Officer /liliCDB Expert, specifically in the area of Legal Entities, with sound knowledge of AML, FATCA/QI and CRS regulations /liliStrong prioritization, organization and analytical skills are essential /liliReliable team player with excellent communication, interpersonal skills and hands‑on mentality /liliCreating a productive environment for the team /liliDemonstrated ability to take ownership, perform under pressure and set priorities /liliFluency in English and German /liliIT affinity, experience in working with Avaloq is advantageous /li /ulh3Your Benefits /h3ulliEntrepreneurial spirit in a family owned bank /liliCentral city office locations across Switzerland /liliAbove average insurance coverage fully borne by the bank /liliContribution to health insurance and meal allowance /lilGlobal growth strategy and stable environment /lliCompetitive offering /li /ul /p #J-18808-Ljbffr