Client Onboarding Officer

Bank J. Safra Sarasin; Basel; Vor Ort; CHF 80’000 - 120’000; Vollzeit

Zusammenfassung

Bank J. Safra Sarasin is seeking a Client Onboarding Officer to manage client documentation and support operational processes. This role requires experience in the Swiss financial market and knowledge of regulatory requirements. Join a family-owned bank offering a dynamic work environment and excellent benefits.

Leistungen

Above-average insurance coverage paid by the bank

Contributions to health insurance and meal allowances

Dynamic and entrepreneurial environment

Qualifikationen

• Minimum 2 years experience in Swiss financial market.
• Strong knowledge of AML, FATCA/QI, and CRS.
• Fluency in English is required.

Aufgaben

• Review and process account openings to ensure smooth operations.
• Collaborate with Relationship Managers to develop their business.
• Manage client data throughout the lifecycle.

Kenntnisse

Analytical skills

Problem-solving skills

Interpersonal skills

Tools

Avaloq

Jobbeschreibung

As a Client Onboarding Officer at Bank J. Safra Sarasin, you are responsible for reviewing and processing client documentation and data, ensuring completeness and accuracy throughout the client lifecycle, and providing excellent service across all bank units.

Your Responsibilities

1. Review and process all account openings to ensure smooth operational activities for clients.
2. Support and collaborate closely with Relationship Managers to help develop their business.
3. Manage physical and electronic static data throughout the client lifecycle.
4. Verify clients' signatures on documents and instructions.
5. Develop a deep understanding of the bank's processes, products, and services.

Your Profile

1. Minimum of 2 years of practical experience in the Swiss financial market, specifically in reviewing account openings from a CDB perspective.
2. Strong knowledge of relevant regulatory requirements such as AML, FATCA/QI, and CRS.
3. Experience with Avaloq.
4. Ability to assess problems and prioritize effectively.
5. Strong analytical and problem-solving skills.
6. Excellent interpersonal skills and a hands-on approach.
7. Fluent in English.

Additional benefits include an entrepreneurial environment in a family-owned bank, central office locations across Switzerland, above-average insurance coverage paid by the bank, contributions to health insurance and meal allowances, a global growth strategy, a stable environment, and a competitive package.

About us

As a leading sustainable private bank, we offer dynamic and personalized investment advisory and asset management services for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees, who bring unique expertise, qualifications, and social skills.

With over 180 years of history across 30 locations worldwide, we foster a culture of entrepreneurship, team spirit, and positive attitude. Join our international team and be part of the next chapter of the J. Safra Sarasin Group.