Client Onboarding Officer - #52980

• Basel, CH
• Full-time
• Unlimited

Your Role

As Client Onboarding Officer at Bank J. Safra Sarasin you are responsible for reviewing and processing client documentation and client data, ensuring data completeness and correctness throughout the life-cycle of the clients in the Bank and provide excellent service to all units of the Bank.

Your Responsibilities

• Reviewing and processing all account openings, ensuring a smooth operational activity for the clients
• Supporting and interacting closely with our Client Relationship Managers, 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
• Supporting the bank in transitioning from manual and paper-based customer files to a digital onboarding process
• Managing physical and electronic static data throughout the life-cycle of a client
• Verifying clients' signature on documents and instructions
• Developing deep understanding of the Bank's processes, products and services

Your Profile

• At least 2 years of practical experience in the Swiss financial market, reviewing account openings from CDB perspective
• Sound knowledge in relevant regulatory requirements such as AML, FATCA/QI and CRS
• IT affinity, experience in working with Avaloq is advantageous
• Ability to weigh problems and set priorities
• Strong analytical and problem solving skills
• Excellent interpersonal skills and hands-on mentality
• Fluent in English; knowledge of German would be an asset

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