Client Data Management Officer (Ref. 2002)

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 27 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 and the positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group. 

Your role

As Client Data Management Officer you are responsible for processing client documentation and administering client data, ensuring data completeness and correctness throughout the life-cycle of the clients in the Bank.

Your responsibilities

• Reviewing and approving all account openings for both Legal Entities and Natural Persons, ensuring 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
  


• Implementing data governance and master data management best practices
  


• 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
  

Your profile

• Knowledge and experience in Private Banking prcoesses and account openings and maintenance
  


• Sound knowledge of CDB, 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
  


• Full proficiency in English
  

Agencies, please contact our Human Resources department Write an email to submit profiles.