CH10 - BJB Bank Julius Baer & Co. Ltd.
Client Documentation Specialist(m/w/x)
Full-timeOn-siteExperienced
Zürich
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LGLGT Bank (Schweiz) AG
Officer Client Data Services Legal Entities(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Processing account openings and managing client data for legal entities at a family-owned private bank. Several years of hands-on experience in account opening procedures required; Avaloq experience a plus. Highly regulated banking environment.
Requirements
- Completed commercial education or comparable qualification
- Several years of hands-on experience in account opening procedures
- Excellent German and good English language skills
- Proficiency in MS Office; experience with Avaloq is an advantage
- High level of reliability and self-organization
- Strong initiative and willingness to take responsibility
- Accurate and structured way of working; advanced communication skills
Tasks
- Review and process account openings for legal entities
- Maintain and update client data in compliance with legal standards
- Monitor client data to ensure adherence to bank-specific requirements
- Handle inquiries from various departments regarding client data
- Ensure compliance with relevant legal regulations
- Conduct regular data quality checks
- Execute data cleansing activities
- Support the development and optimization of client data management processes
Work Experience
- approx. 1 - 4 years
Education
- Vocational certification
Languages
- German – Native
- English – Business Fluent
Tools & Technologies
- MS Office
- Avaloq
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of LGT Bank (Schweiz) AG and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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LGLGT Bank (Schweiz) AG
Officer Client Data Services Legal Entities(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Processing account openings and managing client data for legal entities at a family-owned private bank. Several years of hands-on experience in account opening procedures required; Avaloq experience a plus. Highly regulated banking environment.
Requirements
- Completed commercial education or comparable qualification
- Several years of hands-on experience in account opening procedures
- Excellent German and good English language skills
- Proficiency in MS Office; experience with Avaloq is an advantage
- High level of reliability and self-organization
- Strong initiative and willingness to take responsibility
- Accurate and structured way of working; advanced communication skills
Tasks
- Review and process account openings for legal entities
- Maintain and update client data in compliance with legal standards
- Monitor client data to ensure adherence to bank-specific requirements
- Handle inquiries from various departments regarding client data
- Ensure compliance with relevant legal regulations
- Conduct regular data quality checks
- Execute data cleansing activities
- Support the development and optimization of client data management processes
Work Experience
- approx. 1 - 4 years
Education
- Vocational certification
Languages
- German – Native
- English – Business Fluent
Tools & Technologies
- MS Office
- Avaloq
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of LGT Bank (Schweiz) AG and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
About the Company
LGT Bank (Schweiz) AG
Industry
FinancialServices
Description
LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group.
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