Dein persönlicher KI-Karriere-Agent
Team-Head Legal Entities / Client Data Management Office(m/w/x)
Leading Legal Entities team for sustainable private bank, processing client documentation and account openings. 5+ years Private Banking experience with CDB expertise required. Above-average insurance coverage, health contribution, meal allowance.
Anforderungen
- Banking apprenticeship or relevant degree
- At least 5 years relevant Private Banking experience
- CDB Expert in Legal Entities, AML, FATCA/QI, CRS
- Strong prioritization, organization, analytical skills
- Reliable team player, excellent communication, interpersonal skills, hands-on mentality
- Ability to create productive team environment
- Ownership, performance under pressure, priority setting
- Fluency in English and German
- IT affinity, Avaloq experience advantageous
Aufgaben
- Lead the Legal Entities team
- Review and process client documentation
- Ensure data completeness and correctness
- Manage a team of Client Data Officers
- Review and process account openings
- Provide guidance on account opening standards
- Act as point of contact for Relationship Managers
- Bridge interests between Bank stakeholders
- Lead projects to improve processes and tools
- Standardize documentation requirements
- Support digital onboarding initiatives
- Manage physical and electronic client data
- Ensure excellent client relations
- Handle escalated issues promptly
- Develop deep understanding of Bank processes
Berufserfahrung
- 5 Jahre
Ausbildung
- Abgeschlossene BerufsausbildungODER
- Bachelor-Abschluss
Sprachen
- Englisch – fließend
- Deutsch – fließend
Tools & Technologien
- CDB
- AML
- FATCA/QI
- CRS
- Avaloq
Benefits
Sonstige Vorteile
- Above average insurance coverage
Gesundheits- & Fitnessangebote
- Health insurance contribution
Sonstige Zulagen
- Meal allowance
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
Noch nicht perfekt?
- Bank J. Safra SarasinVollzeitnur vor OrtSeniorBasel
- Bank J. Safra Sarasin
.Lead Auditor(m/w/x)
Vollzeitnur vor OrtSeniorBasel - F. Hoffmann-La Roche AG
Unit Lead Master Data Management(m/w/x)
Vollzeitnur vor OrtSeniorKaiseraugst - PwC
Mandatsleiter:in Treuhand(m/w/x)
Vollzeitnur vor OrtManagementBasel - Roche
Head Data&Asset Management(m/w/x)
Vollzeitnur vor OrtSeniorBasel
Team-Head Legal Entities / Client Data Management Office(m/w/x)
Leading Legal Entities team for sustainable private bank, processing client documentation and account openings. 5+ years Private Banking experience with CDB expertise required. Above-average insurance coverage, health contribution, meal allowance.
Anforderungen
- Banking apprenticeship or relevant degree
- At least 5 years relevant Private Banking experience
- CDB Expert in Legal Entities, AML, FATCA/QI, CRS
- Strong prioritization, organization, analytical skills
- Reliable team player, excellent communication, interpersonal skills, hands-on mentality
- Ability to create productive team environment
- Ownership, performance under pressure, priority setting
- Fluency in English and German
- IT affinity, Avaloq experience advantageous
Aufgaben
- Lead the Legal Entities team
- Review and process client documentation
- Ensure data completeness and correctness
- Manage a team of Client Data Officers
- Review and process account openings
- Provide guidance on account opening standards
- Act as point of contact for Relationship Managers
- Bridge interests between Bank stakeholders
- Lead projects to improve processes and tools
- Standardize documentation requirements
- Support digital onboarding initiatives
- Manage physical and electronic client data
- Ensure excellent client relations
- Handle escalated issues promptly
- Develop deep understanding of Bank processes
Berufserfahrung
- 5 Jahre
Ausbildung
- Abgeschlossene BerufsausbildungODER
- Bachelor-Abschluss
Sprachen
- Englisch – fließend
- Deutsch – fließend
Tools & Technologien
- CDB
- AML
- FATCA/QI
- CRS
- Avaloq
Benefits
Sonstige Vorteile
- Above average insurance coverage
Gesundheits- & Fitnessangebote
- Health insurance contribution
Sonstige Zulagen
- Meal allowance
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
Über das Unternehmen
J. Safra Sarasin Group
Branche
FinancialServices
Beschreibung
The company is a leading sustainable private bank offering investment advisory and asset management services.
Noch nicht perfekt?
- Bank J. Safra Sarasin
.Head Product Management AM(m/w/x)
Vollzeitnur vor OrtSeniorBasel - Bank J. Safra Sarasin
.Lead Auditor(m/w/x)
Vollzeitnur vor OrtSeniorBasel - F. Hoffmann-La Roche AG
Unit Lead Master Data Management(m/w/x)
Vollzeitnur vor OrtSeniorKaiseraugst - PwC
Mandatsleiter:in Treuhand(m/w/x)
Vollzeitnur vor OrtManagementBasel - Roche
Head Data&Asset Management(m/w/x)
Vollzeitnur vor OrtSeniorBasel