about the company.
A leading international private banking institution known for delivering premier wealth management solutions and exceptional client service. The organization offers a stable and growth-oriented environment within the global financial services sector.
about the job.
- Conduct comprehensive documentation reviews for both new client onboarding and periodic account evaluations.
- Provide clear guidance and advisory support to front office teams regarding documentation requirements and compliance standards.
- Perform regular maintenance and data updates within core banking systems to preserve database integrity.
- Identify data quality gaps and collaborate with internal stakeholders to execute appropriate remediation measures.
- Deliver regular progress updates and status reports to senior department management.
skills and experience required.
- Minimum 5 years of relevant experience in account documentation & static data management within private banking.
- Hands-on familiarity with core banking tools, with exposure to banking systems such as Avaloq being highly advantageous.
- Exceptional attention to detail with proven organizational and task prioritization abilities.
- Strong interpersonal skills with the capability to communicate effectively across multiple internal teams.