Team-Head Legal Entities / Client Data Management Office

05 Mai 2026
100%
Festanstellung
Englisch (Fliessend), Deutsch (Fliessend)
Basel

Über den Job

Your Role

The 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.

Your Responsibilities

Leading a team of Client Data Officers, responsible for Legal Entities

Reviewing and processing all account openings, ensuring a smooth operational activity for the clients

Act 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

Act as the bridge between the Bank's different stakeholders including Front, Legal, Compliance, IT to ensure aligned interests

Leading Projects to improve the Bank's processes and tools as well as standardizing documentation requirements in line with CDB regulation and Bank directives

Support the Bank in its continuous move from manual, paper based client files to digital onboarding

Managing physical and electronic static data throughout the life-cycle of a client

Ensure 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

Your Profile

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 are essential

Reliable team player with excellent communication, interpersonal skills and hands-on mentality

Creating a productive environment for the team

Demonstrated ability to take ownership, perform under pressure and set priorities

Fluency in English and German

IT affinity, experience in working with Avaloq is advantageous

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.