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

LGT Crestone Wealth Management Limited; Zürich; Sur place; CHF 90 000 - 130 000; Plein temps

Résumé du poste

LGT Bank Switzerland is seeking a data governance specialist to manage precise, compliant handling of all account opening and maintenance formalities for legal entities in Switzerland. You will ensure high data quality and support efficient team operations.

With a strong focus on regulatory standards such as CDB, QI/FATCA and AEOI, you will review data, answer inquiries from various departments, and contribute to process optimization in client data management.

Qualifications

• Completed commercial education or a comparable qualification, preferably 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.
• 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.

Responsabilités

• 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.

Connaissances

German language

English language

Formation

Completed commercial education or comparable qualification

Outils

MS Office

Avaloq

Description du poste

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.

Job Description

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

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

Contact Information

For further information please do not hesitate to contact us.

LGT Bank (Schweiz) AG

Human Resources

Nicole Bider