Head of Legal Entities & Client Data — Onboarding Lead

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

Benefits dieser Stelle

Above average insurance coverage

Contribution to health insurance

Meal allowance

Zusammenfassung

J Safra Sarasin Group is seeking a Team-Head for the Legal Entities / Client Data Management Office in Basel, Switzerland. This full-time position requires an experienced CDB expert to oversee a team responsible for client documentation and data management, ensuring accuracy throughout the client's lifecycle.

Candidates should have at least 5 years of experience in Private Banking, strong knowledge of compliance regulations, and fluency in both English and German. Join a stable environment that values entrepreneurship and offers a competitive benefits package.

Qualifikationen

• At least 5 years of relevant work experience in Private Banking.
• Experience as an Onboarding Specialist or Compliance Officer.
• CDB Expert in Legal Entities.

Aufgaben

• Act as a bridge between stakeholders to align interests.
• Lead projects to improve processes and standardize documentation.
• Manage static data throughout the client's lifecycle.

Kenntnisse

Private Banking experience

Knowledge of AML, FATCA/QI, CRS regulations

English fluency

German fluency

Prioritization and organization skills

Interpersonal skills

IT affinity

Tools

Avaloq

Jobbeschreibung

J Safra Sarasin Group is seeking a Team-Head for the Legal Entities / Client Data Management Office in Basel, Switzerland. This full-time position requires an experienced CDB expert to oversee a team responsible for client documentation and data management, ensuring accuracy throughout the client's lifecycle.

Candidates should have at least 5 years of experience in Private Banking, strong knowledge of compliance regulations, and fluency in both English and German. Join a stable environment that values entrepreneurship and offers a competitive benefits package.