Head of Legal Entities & Client Data Management

J. Safra Sarasin; Basel; Vor Ort; CHF 100.000 - 120.000; Vollzeit

Benefits dieser Stelle

Above average insurance coverage fully borne by the bank

Contribution to health insurance and meal allowance

Central city office locations across Switzerland

Zusammenfassung

J. Safra Sarasin in Basel is seeking an experienced CDB expert to head its Legal Entities team. This role involves leading a team of Client Data Officers, overseeing account openings, and collaborating with various stakeholders to ensure seamless operations. Candidates should possess a relevant degree and at least 5 years of experience in Private Banking. Fluency in English and German is required, alongside strong organizational and communication skills. The position offers benefits such as above-average insurance coverage and contributions to health and meal allowances.

Qualifikationen

• At least 5 years of relevant work experience in Private Banking, preferably as Onboarding Specialist or Compliance Officer.
• CDB Expert, specifically in the area of Legal Entities.
• Reliable team player with excellent communication and interpersonal skills.

Aufgaben

• Lead a team of Client Data Officers responsible for Legal Entities.
• Review and process account openings ensuring smooth operational activity.
• Act as bridge between different stakeholders including Front, Legal, Compliance, IT.

Kenntnisse

Banking apprenticeship or relevant degree

5+ years relevant work experience in Private Banking

CDB Expert knowledge

AML, FATCA/QI, CRS regulations knowledge

Strong prioritization and organizational skills

Excellent communication and interpersonal skills

Fluency in English and German

Ausbildung

Banking apprenticeship or relevant degree

Tools

IT affinity and experience with Avaloq

Jobbeschreibung

J. Safra Sarasin in Basel is seeking an experienced CDB expert to head its Legal Entities team. This role involves leading a team of Client Data Officers, overseeing account openings, and collaborating with various stakeholders to ensure seamless operations. Candidates should possess a relevant degree and at least 5 years of experience in Private Banking. Fluency in English and German is required, alongside strong organizational and communication skills. The position offers benefits such as above-average insurance coverage and contributions to health and meal allowances.