Team-Head Legal Entities / Client Data Management Office

Bank J. Safra Sarasin AG; Basel; On-site; CHF 180,000 - 260,000; Full time

Benefits offered by this job

Zentrale Standorte Schweiz

Überdurchschnittliche Versicherungs-LE

Krankenversicherung & Verpflegungszuw.

Job summary

Bank J. Safra Sarasin AG sucht einen erfahrenen Team-Head für Legal Entities, verantwortlich für das Client Data Management Office zur Prüfung von Kundendokumenten und -daten über den gesamten Lebenszyklus.

Sie führen ein Team, arbeiten eng mit Relationship Managern zusammen und treiben Standardisierung sowie die digitale Onboarding-Umsetzung voran. Anforderungen: 5+ Jahre Private Banking/Compliance, Englisch/Deutsch fließend, Avaloq-Vorkenntnisse von Vorteil.

Qualifications

• Mindestens 5 Jahre Erfahrung im Private Banking oder Compliance.
• Starke Priorisierungs- und Organisationsfähigkeiten.
• Fließend Englisch und Deutsch; IT-Affinität von Vorteil.

Responsibilities

• Leitung eines Teams von Client Data Officers für Legal Entities.
• Prüfung und Bearbeitung aller Kontoeröffnungen für reibungslosen Ablauf.
• Ansprechpartner für Relationship Manager zur Unterstützung bei Standards und Dokumentationslücken.

Skills

5+ Jahre Erfahrung Private Banking/Com

Priorisierung/Organisation

Englisch & Deutsch fließend

IT-Affinität (Avaloq vorteilhaft)

Education

Banking-Auszubildung oder relevanter Abschluss

Tools

Avaloq

Job description

Die Bank J. Safra Sarasin AG sucht einen Team-Head für Legal Entities. Diese Rolle bietet eine spannende Gelegenheit in einem dynamischen Umfeld.

Aufgaben

• Leitung eines Teams von Client Data Officers für rechtliche Einheiten.
• Überprüfung und Bearbeitung aller Kontoeröffnungen für einen reibungslosen Ablauf.
• Ansprechpartner für Relationship Manager zur Unterstützung bei Standards.

Fähigkeiten

• Mindestens 5 Jahre Erfahrung im Private Banking oder Compliance.
• Starke Priorisierungs- und Organisationsfähigkeiten sind erforderlich.
• Fließend in Englisch und Deutsch, IT-Affinität von Vorteil.

Your Role

The Client Data Management Office is looking for an experienced CDBexpert to head its Legal Entities team, which is responsible for reviewing and processing client documentation and client data, ensuring data completeness and correctness throughout the lifecycle of the clients in the Bank.

Your Responsibilities

• Leading a team of Client Data Officers, responsible for Legal Entities
• Reviewing and processing all account openings, ensuring a smooth operational activity for the clients
• Act as the point of contact for our Relationship Managers and provide guidance on account opening standards and documentation gaps enabling them to further develop their business
• Act as the bridge between the Bank's different stakeholders including Front, Legal, Compliance, IT to ensure aligned interests
• Leading Projects to improve the Bank's processes and tools as well as standardizing documentation requirements in line with CDB regulation and Bank directives
• Support the Bank in its continuous move from manual, paper based client files to digital onboarding
• Managing physical and electronic static data throughout the life-cycle of a client
• Ensure excellent client relations and satisfaction as well as handling escalated issues promptly and effectively
• Developing deep understanding of the Bank's processes, products and services

Your Profile

• Banking apprenticeship or relevant degree
• At least 5 years of relevant work experience in Private Banking, preferably as Onboarding Specialist or Compliance Officer
• CDB Expert, specifically in the area of Legal Entities, with sound knowledge of AML, FATCA/QI and CRS regulations
• Strong prioritization, organization and analytical skills are essential
• Reliable team player with excellent communication, interpersonal skills and hands‑on mentality
• Creating a productive environment for the team
• Demonstrated ability to take ownership, perform under pressure and set priorities
• Fluency in English and German
• IT affinity, experience in working with Avaloq is advantageous

Your Benefits

• Entrepreneurial spirit in a family owned bank
• Central city office locations across Switzerland
• Above average insurance coverage fully borne by the bank
• Contribution to health insurance and meal allowance
• Global growth strategy and stable environment
• Competitive offering

About us

As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.
We are successfully operating for more than 180 years across 30 locations worldwide and offer our employees the chance to be a part of our success. Our employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit andthe positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group.