Officer Client Data Services Legal Entities (f/m/d) – 100%

LGT Group; Zürich; On-site; CHF 90,000 - 120,000; Full time

Benefits offered by this job

Flexible work models

At least 25 days annual leave

Maternity and paternity leave

Parental leave options

Childcare support

Job summary

LGT Group is seeking a detail-oriented professional to handle account openings for legal entities in Switzerland, ensuring high data quality and compliance with regulatory standards. You will coordinate with multiple departments and support ongoing process improvements in client data management.

Requirements include a commercial education and several years of experience, with strong German and good English skills, plus MS Office proficiency; Avaloq experience is a plus.

Qualifications

• Completed commercial education or comparable qualification.
• Several years of hands-on experience in account opening procedures and data handling.
• Excellent German and good English, both spoken and written.
• Proficiency in MS Office; Avaloq experience is advantageous.

Responsibilities

• Review and process account openings for legal entities in line with 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 relevant legal regulations (CDB, QI/FATCA, and AEOI).
• Take responsibility for regular data quality checks and data cleansing activities.
• Support the development and optimization of processes in client data management.

Skills

German language

English language

MS Office

Avaloq

Data quality

Education

Commercial education

Comparable qualification in finance/banking

Tools

Avaloq

Job description

LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our biggest clients.
With around 800 employees, LGT Bank Switzerland has established itself as a renowned Swiss private bank and is an excellent address for both wealthy private clients and employees - this was also confirmed last year by the independent institute "Great Place To Work", which awarded LGT Bank Switzerland the title of one of the best employers in Switzerland.

In this key role, you will be responsible for the precise and compliant handling of all formalities related to account opening and maintenance for legal entities in Switzerland. Leveraging your expertise, you will ensure consistently high data quality and contribute significantly to the efficiency and smooth operation of both the team and the wider organization.

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

Your profile

Completed commercial education or a comparable qualification, preferably in the 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

Please note that we cannot consider applications via recruitment agencies for this position.

Benefits at LGT

A great place to work – a great place to have impact:LGT promotes diversity among its employees. We believe that an inclusive and appreciative corporate culture is the driver for a great workplace and provides the opportunity to create a unique and successful team. That's why our employees can also benefit from many additional benefits.

Family & Work:

• Various flexible work models
• At least 25 days annual leave, depending on age
• Special paid leave options
• Maternity and paternity leave, options for further parental leave
• Additional childcare contribution for paid external care of children up to 12 years old

Your Health:

• Employee health and wellbeing program
• Healthy meal options

Growing Together:

• Internal courses
• External courses offered by the Liechtenstein Academy
• Support for external training and further education
• Coaching and mentoring programs
• International assignments
• Discounts on LGT banking products and services
• LGT co-investments
• Discounts on health and property insurance
• Pension plan with individualized options
• Various mobility/e-mobility initiatives
• Recognition of major life events

Transparency is important to us. That is why you will find everything that matters to us on our website – plus everything you should know about us before you meet us in person, open an account or apply for a job. That includes, for example, the history of the Princely Family, which is closely intertwined with our own.