Team-Head Legal Entities / Client Data Management Office

J Safra Sarasin Group; Basel; On-site; CHF 100,000 - 120,000; Full time

Benefits offered by this job

Above average insurance coverage

Contribution to health insurance

Meal allowance

Job summary

J Safra Sarasin Group is seeking a Team-Head for the Legal Entities / Client Data Management Office in Basel, Switzerland. This full-time position requires an experienced CDB expert to oversee a team responsible for client documentation and data management, ensuring accuracy throughout the client's lifecycle.

Candidates should have at least 5 years of experience in Private Banking, strong knowledge of compliance regulations, and fluency in both English and German. Join a stable environment that values entrepreneurship and offers a competitive benefits package.

Qualifications

• At least 5 years of relevant work experience in Private Banking.
• Experience as an Onboarding Specialist or Compliance Officer.
• CDB Expert in Legal Entities.

Responsibilities

• Act as a bridge between stakeholders to align interests.
• Lead projects to improve processes and standardize documentation.
• Manage static data throughout the client's lifecycle.

Skills

Private Banking experience

Knowledge of AML, FATCA/QI, CRS regulations

English fluency

German fluency

Prioritization and organization skills

Interpersonal skills

IT affinity

Tools

Avaloq

Job description

Team-Head Legal Entities / Client Data Management Office

• Basel, CH
• Full-time
• Unlimited

The Client Data Management Office is looking for an experienced CDB expert 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

• 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

• 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
• 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 and the positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group.