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 Client Relationship Managers, 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
Supporting the bank in transitioning from manual and paper-based customer files to a digital onboarding process
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
IT affinity, experience in working with Avaloq is advantageous
Ability to weigh problems and set prioritiesStrong analytical and problem solving skills
Excellent interpersonal skills and hands‑on mentality
Fluent in English; knowledge of German would be an asset
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
#J-18808-Ljbffr
Your Responsibilities
Reviewing and processing all account openings, ensuring a smooth operational activity for the clients
Supporting and interacting closely with our Client Relationship Managers, 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
Supporting the bank in transitioning from manual and paper-based customer files to a digital onboarding process
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
IT affinity, experience in working with Avaloq is advantageous
Ability to weigh problems and set prioritiesStrong analytical and problem solving skills
Excellent interpersonal skills and hands‑on mentality
Fluent in English; knowledge of German would be an asset
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
#J-18808-Ljbffr
Client Onboarding Officer Arbeitgeber: J. Safra Sarasin
Als Investment Solution Advisor in einer familiengeführten Bank profitieren Sie von einem unternehmerischen Geist und einer stabilen Umgebung. Unsere zentral gelegenen Büros in der Schweiz bieten nicht nur überdurchschnittliche Versicherungsleistungen, die vollständig von der Bank getragen werden, sondern auch eine hervorragende Möglichkeit zur beruflichen Weiterentwicklung in einem dynamischen Team. Hier haben Sie die Chance, Ihre Fähigkeiten in der Portfolioanalyse zu vertiefen und maßgeschneiderte Lösungen für unsere Kunden zu entwickeln, während Sie in einem vertrauensvollen und unterstützenden Arbeitsumfeld tätig sind.
