CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS - Client Services Officer(m/w/x)
Vollzeitnur vor OrtSenior
Zürich
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BABanque Internationale à Luxembourg (Suisse) SA
Senior Client Service Officer(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Leading client onboarding and documentation management for internationally active entrepreneurs and families at a boutique bank. 10+ years financial industry experience, including 6 years in similar function, with FATCA/CRS/QI knowledge required. Subject matter expert role in a specialized boutique bank setting.
Anforderungen
- University degree in Business Administration, Economics, Law, related fields, or equivalent educational pathway
- At least 10 years professional experience in financial industry, including 6 years in similar function
- Up to 4 years additional experience from relevant financial sector roles (Operations, Front Office, Risk, Compliance)
- Strong understanding of complex client structures and international onboarding requirements
- Solid knowledge of FATCA, CRS, QI with hands-on experience in controls, reporting, tax processes
- Strong technical affinity and confidence with multiple systems and tools
- High attention to detail, strong analytical skills, data-quality focus, proactive, solution-oriented mindset
- Ability to manage multiple priorities independently, structured coordination, robust documentation
- Collaborative team player, knowledge sharing, continuous improvement contribution
- Proficiency in English (written and spoken)
- German language skills (asset)
Aufgaben
- Lead and execute client onboarding for individuals and legal entities
- Maintain and update client static data in core systems
- Manage client documentation across the lifecycle
- Ensure proper archiving and record-keeping of documentation
- Act as subject matter expert for team responsibilities
- Ensure strong governance for FATCA, CRS, QI controls
- Manage reconciliations and exception handling for FATCA, CRS, QI
- Conduct and enhance L1 controls for FATCA/CRS reporting
- Conduct and enhance reconciliations for FATCA/CRS reporting
- Monitor QI withholding processes and manage exceptions
- Act as primary contact for compliance and auditors
- Resolve queries with Front Office, Compliance, Legal, Operations
- Expedite case processing with Front Office, Compliance, Legal, Operations
- Initiate and contribute to process improvement initiatives
- Support transformation projects, including UAT
Berufserfahrung
- 10 Jahre
Ausbildung
- Abgeschlossene BerufsausbildungODER
- Bachelor-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Deutsch – Grundkenntnisse
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Banque Internationale à Luxembourg (Suisse) SA erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Noch nicht perfekt?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
Client Documentation Specialist(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - Bank J. Safra Sarasin
Senior Compliance Officer(m/w/x)
Vollzeitnur vor OrtSeniorZürich - The Apex Group
Senior Client Services Accountant(m/w/x)
Vollzeitnur vor OrtSeniorZürich - LGT Bank (Schweiz) AG
Officer Client Data Services Legal Entities(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich
BABanque Internationale à Luxembourg (Suisse) SA
Senior Client Service Officer(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Leading client onboarding and documentation management for internationally active entrepreneurs and families at a boutique bank. 10+ years financial industry experience, including 6 years in similar function, with FATCA/CRS/QI knowledge required. Subject matter expert role in a specialized boutique bank setting.
Anforderungen
- University degree in Business Administration, Economics, Law, related fields, or equivalent educational pathway
- At least 10 years professional experience in financial industry, including 6 years in similar function
- Up to 4 years additional experience from relevant financial sector roles (Operations, Front Office, Risk, Compliance)
- Strong understanding of complex client structures and international onboarding requirements
- Solid knowledge of FATCA, CRS, QI with hands-on experience in controls, reporting, tax processes
- Strong technical affinity and confidence with multiple systems and tools
- High attention to detail, strong analytical skills, data-quality focus, proactive, solution-oriented mindset
- Ability to manage multiple priorities independently, structured coordination, robust documentation
- Collaborative team player, knowledge sharing, continuous improvement contribution
- Proficiency in English (written and spoken)
- German language skills (asset)
Aufgaben
- Lead and execute client onboarding for individuals and legal entities
- Maintain and update client static data in core systems
- Manage client documentation across the lifecycle
- Ensure proper archiving and record-keeping of documentation
- Act as subject matter expert for team responsibilities
- Ensure strong governance for FATCA, CRS, QI controls
- Manage reconciliations and exception handling for FATCA, CRS, QI
- Conduct and enhance L1 controls for FATCA/CRS reporting
- Conduct and enhance reconciliations for FATCA/CRS reporting
- Monitor QI withholding processes and manage exceptions
- Act as primary contact for compliance and auditors
- Resolve queries with Front Office, Compliance, Legal, Operations
- Expedite case processing with Front Office, Compliance, Legal, Operations
- Initiate and contribute to process improvement initiatives
- Support transformation projects, including UAT
Berufserfahrung
- 10 Jahre
Ausbildung
- Abgeschlossene BerufsausbildungODER
- Bachelor-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Deutsch – Grundkenntnisse
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Banque Internationale à Luxembourg (Suisse) SA erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Über das Unternehmen
Banque Internationale à Luxembourg (Suisse) SA
Branche
FinancialServices
Beschreibung
BIL Suisse is a boutique bank providing innovative wealth solutions for internationally active entrepreneurs and families.
Noch nicht perfekt?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS - Client Services Officer(m/w/x)
Vollzeitnur vor OrtSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Client Documentation Specialist(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - Bank J. Safra Sarasin
Senior Compliance Officer(m/w/x)
Vollzeitnur vor OrtSeniorZürich - The Apex Group
Senior Client Services Accountant(m/w/x)
Vollzeitnur vor OrtSeniorZürich - LGT Bank (Schweiz) AG
Officer Client Data Services Legal Entities(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich