Operations Officer “Client Data Services Natural Persons” (f/m/d)

LGT Private Banking; Zürich; Vor Ort; CHF 65.000 - 90.000; Vollzeit

Benefits dieser Stelle

Flexible work models

Sabbatical

At least 25 days annual leave

Maternity and paternity leave

Childcare support

Zusammenfassung

LGT Private Banking in Zürich, Switzerland seeks a Client Data Service (Natural Persons) specialist to manage onboarding, maintenance and amendments of private client relationships with accurate data.

You'll review documentation for completeness and regulatory compliance, maintain data quality in banking systems, and resolve discrepancies while supporting process improvements within a collaborative team.

Qualifikationen

• Knowledge of private client data handling and regulatory requirements.
• Experience in account opening and client administration.
• Familiarity with banking documentation and onboarding.
• German and English language skills required.
• Team-oriented with strong service orientation.

Aufgaben

• Onboard, maintain and amend private client relationships with compliant data.
• Review account openings and client documentation for completeness and accuracy.
• Maintain client data quality in internal banking systems.
• Perform data-quality checks and resolve discrepancies.
• Handle internal inquiries related to client master data and openings.
• Support process development and optimization.

Kenntnisse

German language

English language

Client data management

Ausbildung

Commercial apprenticeship

Tools

Avaloq

CLM

MS Office

Jobbeschreibung

About Us

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.

Your challenge

In this diverse role, you will be part of the Client Data Service Natural Persons team and take responsibility for the accurate, efficient and regulatory-compliant administration of private client accounts and related client data.

• Manage the onboarding, maintenance and amendment of private client relationships, including updates to client data and documentation
• Review and process account-opening and client documentation for formal completeness and substantive accuracy
• Maintain, update and ensure the quality of client data in internal banking systems
• Perform data-quality checks and investigate and resolve discrepancies
• Handle and respond to internal enquiries relating to client master data and account openings
• Support the ongoing development and optimisation of processes

Your profile

• Completed commercial apprenticeship or equivalent qualification, ideally within the financial services sector
• Professional experience in account opening, client administration or documentation/formalities within a bank; familiarity with regulatory and compliance requirements is an advantage
• Excellent written and spoken German, as well as good written and spoken English; additional language skills are an advantage
• Confident user of standard MS Office applications; knowledge of Avaloq and/or CLM is an advantage
• Strong sense of quality and responsibility, combined with a careful, structured and efficient approach to work
• A self-driven, reliable and collaborative team member with a strong service orientation
• Ability to prioritise effectively during periods of high workload and to communicate clearly and appropriately with internal stakeholders

Please note that no applications via recruitment agencies will be considered 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
• Sabbatical
• 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
• Subsidized classes (yoga, fitness)
• Healthy meal options
• Fresh fruit supplied daily

Growing Together

• Internal courses
• External courses offered by the Liechtenstein Academy
• Support for external training and further education
• Coaching and mentoring programs
• International assignments
• Intrapreneurship program

Perks & Advantages

• 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