Client Data & Onboarding Specialist (Private Banking)

LGT Private Banking; Zürich; Vor Ort; CHF 65.000 - 90.000; Vollzeit

Benefits dieser Stelle

Flexible work models

Sabbatical

At least 25 days annual leave

Maternity and paternity leave

Childcare support

Zusammenfassung

LGT Private Banking in Zürich, Switzerland seeks a Client Data Service (Natural Persons) specialist to manage onboarding, maintenance and amendments of private client relationships with accurate data.

You'll review documentation for completeness and regulatory compliance, maintain data quality in banking systems, and resolve discrepancies while supporting process improvements within a collaborative team.

Qualifikationen

• Knowledge of private client data handling and regulatory requirements.
• Experience in account opening and client administration.
• Familiarity with banking documentation and onboarding.
• German and English language skills required.
• Team-oriented with strong service orientation.

Aufgaben

• Onboard, maintain and amend private client relationships with compliant data.
• Review account openings and client documentation for completeness and accuracy.
• Maintain client data quality in internal banking systems.
• Perform data-quality checks and resolve discrepancies.
• Handle internal inquiries related to client master data and openings.
• Support process development and optimization.

Kenntnisse

German language

English language

Client data management

Ausbildung

Commercial apprenticeship

Tools

Avaloq

CLM

MS Office

Jobbeschreibung

LGT Private Banking in Zürich, Switzerland seeks a Client Data Service (Natural Persons) specialist to manage onboarding, maintenance and amendments of private client relationships with accurate data.

You'll review documentation for completeness and regulatory compliance, maintain data quality in banking systems, and resolve discrepancies while supporting process improvements within a collaborative team.