Client Data & Onboarding Specialist

LGT Crestone Wealth Management Limited; Zürich; On-site; CHF 90,000 - 130,000; Full time

Job summary

LGT Bank Switzerland is seeking a data governance specialist to manage precise, compliant handling of all account opening and maintenance formalities for legal entities in Switzerland. You will ensure high data quality and support efficient team operations.

With a strong focus on regulatory standards such as CDB, QI/FATCA and AEOI, you will review data, answer inquiries from various departments, and contribute to process optimization in client data management.

Qualifications

• Completed commercial education or a comparable qualification, preferably in financial or banking sector.
• Several years of hands-on experience in account opening procedures and formal reviews.
• Excellent German and good English language skills, both spoken and written.
• Proficient in MS Office; experience with Avaloq is an advantage.
• High level of reliability, self‑organization, strong team spirit, and resilience.
• Strong initiative combined with a willingness to take responsibility.
• Accurate, structured way of working, advanced communication skills, and a strong service orientation.

Responsibilities

• Review and process account openings for legal entities in line with current regulatory and internal requirements.
• Maintain, update, and monitor client data in compliance with legal and bank-specific standards.
• Professionally handle inquiries from various departments regarding client data and onboarding processes.
• Ensure adherence to all relevant legal regulations (e.g., CDB, QI/FATCA, and AEOI).
• Take responsibility for regular data quality checks and execute data cleansing activities.
• Support the ongoing development and optimization of existing processes in client data management.

Skills

German language

English language

Education

Completed commercial education or comparable qualification

Tools

MS Office

Avaloq

Job description

LGT Bank Switzerland is seeking a data governance specialist to manage precise, compliant handling of all account opening and maintenance formalities for legal entities in Switzerland. You will ensure high data quality and support efficient team operations.

With a strong focus on regulatory standards such as CDB, QI/FATCA and AEOI, you will review data, answer inquiries from various departments, and contribute to process optimization in client data management.