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Your Role
As Client Onboarding Officer at Bank J. Safra Sarasin you are responsible for reviewing and processing client documentation and client data, ensuring data completeness and correctness throughout the life-cycle of the clients in the Bank and provide excellent service to all units of the Bank.
Your Responsibilities
Reviewing and processing all account openings, ensuring a smooth operational activity for the clients
Supporting and interacting closely with our Relationship Managers, enabling them to further develop their business
Managing physical and electronic static data throughout the life-cycle of a client
Verifying clients' signature on documents and instructions
Developing deep understanding of the Bank's processes, products and services
Your Profile
At least 2 years of practical experience in the Swiss financial market, reviewing account openings from CDB perspective
Sound knowledge in relevant regulatory requirements such as AML, FATCA/QI and CRS
Experience with Avaloq
Ability to weigh problems and set priorities
Strong analytical and problem solving skills
Excellent interpersonal skills and hands-on mentality
Fluency in English
Your 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
About us
As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients.Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills. We are successfully operating for more than 180 years across 30 locations worldwide and offer our employees the chance to be a part of our success.Our employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit andthe positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group.
