Officer Client Data Services Legal Entities (f/m/d) – 100%

Officer Client Data Services Legal Entities (f/m/d) – 100%

Vollzeit Vor Ort
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h3LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our biggest clients. /h3pWith around 800 employees, LGT Bank Switzerland has established itself as a renowned Swiss private bank and is an excellent address for both wealthy private clients and employees - this was also confirmed last year by the independent institute “Great Place To Work", which awarded LGT Bank Switzerland the title of one of the best employers in Switzerland. /ph3Job Description /h3pIn this key role, you will be responsible for the precise and compliant handling of all formalities related to account opening and maintenance for legal entities in Switzerland. Leveraging your expertise, you will ensure consistently high data quality and contribute significantly to the efficiency and smooth operation of both the team and the wider organization. /ph3Responsibilities /h3ullipReview and process account openings for legal entities in line with current regulatory and internal requirements /p /lilipMaintain, update, and monitor client data in compliance with legal and bank-specific standards /p /lilipProfessionally handle inquiries from various departments regarding client data and onboarding processes /p /lilipEnsure adherence to all relevant legal regulations (e.g., CDB, QI/FATCA, and AEOI) /p /lilipTake responsibility for regular data quality checks and execute data cleansing activities /p /lilipSupport the ongoing development and optimization of existing processes in client data management /p /li /ulh3Requirements /h3ullipCompleted commercial education or a comparable qualification, preferably in the financial or banking sector /p /lilipSeveral years of hands‑on experience in account opening procedures and formal reviews /p /lilipExcellent German and good English language skills, both spoken and written /p /lilipProficient in MS Office; experience with Avaloq is an advantage /p /lilipHigh level of reliability, self‑organization, strong team spirit, and resilience /p /lilipStrong initiative combined with a willingness to take responsibility /p /lilipAccurate, structured way of working, advanced communication skills, and a strong service orientation /p /li /ulh3Contact Information /h3pFor further information please do not hesitate to contact us. /ppLGT Bank (Schweiz) AG /ppHuman Resources /ppNicole Bider /p #J-18808-Ljbffr

Officer Client Data Services Legal Entities (f/m/d) – 100% Arbeitgeber: LGT Crestone Wealth Management Limited

Die LGT Gruppe ist ein hervorragender Arbeitgeber, der seinen Mitarbeitern nicht nur ein inspirierendes Arbeitsumfeld bietet, sondern auch die Möglichkeit zur persönlichen und beruflichen Weiterentwicklung. Als familiengeführtes Unternehmen mit einer 900-jährigen Tradition legen wir großen Wert auf Werte wie Respekt und Verantwortung, die das Vertrauen und die Zusammenarbeit in einem internationalen Team fördern. Unsere Next Generation Programme bieten Ihnen die Chance, innovative Veranstaltungen zu gestalten und eine globale Alumni-Community aufzubauen, während Sie gleichzeitig von einem unterstützenden und dynamischen Arbeitsklima profitieren.

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Kontaktdaten:

LGT Crestone Wealth Management Limited Recruiting-Team