Bank J. Safra Sarasin
.Head Product Management AM(m/w/x)
Full-timeOn-siteSenior
Basel
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J.J. Safra Sarasin Group
Team-Head Legal Entities / Client Data Management Office(m/w/x)
Basel
Full-timeOn-siteSenior
Nejo AI Summary
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.
Requirements
- 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
Tasks
- 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
Work Experience
- 5 years
Education
- Vocational certificationOR
- Bachelor's degree
Languages
- English – Native
- German – Native
Tools & Technologies
- CDB
- AML
- FATCA/QI
- CRS
- Avaloq
Benefits
Other Benefits
- Above average insurance coverage
Healthcare & Fitness
- Health insurance contribution
Additional Allowances
- Meal allowance
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of J. Safra Sarasin Group 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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J.J. Safra Sarasin Group
Team-Head Legal Entities / Client Data Management Office(m/w/x)
Basel
Full-timeOn-siteSenior
Nejo AI Summary
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.
Requirements
- 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
Tasks
- 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
Work Experience
- 5 years
Education
- Vocational certificationOR
- Bachelor's degree
Languages
- English – Native
- German – Native
Tools & Technologies
- CDB
- AML
- FATCA/QI
- CRS
- Avaloq
Benefits
Other Benefits
- Above average insurance coverage
Healthcare & Fitness
- Health insurance contribution
Additional Allowances
- Meal allowance
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of J. Safra Sarasin Group 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.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
J. Safra Sarasin Group
Industry
FinancialServices
Description
The company is a leading sustainable private bank offering investment advisory and asset management services.
Not a perfect match?
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