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

LGT Bank (Schweiz) AG; Zürich; On-site; CHF 90,000 - 130,000; Full time

Job summary

LGT Bank Schweiz AG is seeking a data management professional to review and process account openings for legal entities, ensuring data integrity and regulatory compliance.

You will maintain client data, respond to inquiries across departments, and contribute to continuous improvement of onboarding processes within the bank’s standards.

Qualifications

• Completed commercial education or comparable qualification in 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.

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 relevant 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.

Skills

German language

English language

Education

Commercial education or equivalent

Tools

MS Office

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.

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

Requirements

• 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.