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Team-Head Legal Entities / Client Data Management Office – Basel | JobRevolt

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The Client Data Management Office is looking for an experienced CDB expert to head its Legal Entities team, responsible for reviewing and processing client documentation and client data, ensuring data completeness and correctness throughout the lifecycle of clients. As a leading sustainable private bank with 180+ years of history across 30 locations worldwide, we value entrepreneurship and team spirit.

Aufgaben

Leading a team of Client Data Officers, responsible for Legal Entities
Reviewing and processing all account openings, ensuring smooth operational activity for clients
Acting as point of contact for Relationship Managers, providing guidance on account opening standards and documentation gaps
Acting as bridge between Bank's different stakeholders including Front, Legal, Compliance, IT to ensure aligned interests
Leading projects to improve Bank's processes and tools as well as standardizing documentation requirements in line with CDB regulation and Bank directives
Supporting the Bank's continuous move from manual, paper-based client files to digital onboarding
Managing physical and electronic static data throughout the life-cycle of a client
Ensuring excellent client relations and satisfaction as well as handling escalated issues promptly and effectively
Developing deep understanding of the Bank's processes, products and services

Profil

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
Demonstrated ability to take ownership, perform under pressure and set priorities
Fluency in English
IT affinity, experience with Avaloq advantageous

Rahmenbedingungen

Location: Basel, central city office
Bank J. Safra Sarasin AG, Elisabethenstrasse 62, 4051 Basel

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

Team-Head Legal Entities / Client Data Management Office

Über den Job

Über den Job

Aufgaben

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Rahmenbedingungen

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