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

LGT is a leading international private banking and asset management group that has been owned by the Princely Family of Liechtenstein for over 100 years. With around 600 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 as one of the best employers in Switzerland.

In this responsible position, you are responsible for the precise and legally compliant handling of all formalities related to the account opening and maintenance for legal entities in Switzerland. With your solid expertise, you always ensure high data quality and contribute significantly to efficient and smooth processes within the team and the entire organization.

Review and processing of account openings for legal entities in accordance with applicable regulatory and internal requirements

Maintenance, updating, and monitoring of customer data taking into account legal and internal bank requirements

Competent handling of inquiries from various departments regarding customer data and onboarding processes

Ensuring compliance with all relevant legal provisions (e.g., VSB, QI/FATCA, and AIA)

Responsibility for regular data quality checks as well as conducting data cleansing

Support in the further development and optimization of existing processes in the area of customer data management

Completed commercial training or a comparable qualification, preferably in the financial or banking sector

Several years of practical experience in the area of account openings and formal legal checks

Very good German skills and good English skills, both spoken and written

Proficient use of MS Office; experience with Avaloq is an advantage

High reliability, independence as well as pronounced teamwork skills and resilience

Strong initiative and willingness to take responsibility

Precise, structured working style, strong communication skills, and high service orientation

Please note that we cannot consider applications from recruitment agencies for this position.

A great place to work – a great place to have impact: LGT promotes the diversity of its employees. We believe that an inclusive and appreciative corporate culture is the driver for a great workplace and offers the opportunity to create a unique and successful team. Therefore, our employees can also benefit from many additional benefits.

Transparency and integrity are important to us. Therefore, you will find everything you need to know about us on our website before deciding whether the career opportunities at LGT align with your values. For example, about the history of the Princely Family, which is closely linked to our history.