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

About the job

LGT is a leading international private banking and asset management group, which 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 in charge of the precise and legally compliant handling of all formalities related to the account opening and maintenance for legal entities in Switzerland. With your sound expertise, you ensure a high data quality at all times and contribute significantly to efficient and smooth processes within the team and the entire organisation.

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

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

Competent handling of enquiries from various specialist departments regarding client data and onboarding processes

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

Responsibility for regular data quality checks as well as carrying out data cleansing

Support in the further development and optimisation of existing processes in the area of client 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 perks.

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