Team-Head Legal Entities / Client Data Management Office — J. Safra Sarasin
- Location
- Basel
- Contract
- full-time
- Posted
- 12 days ago
Role overview
Team-Head Legal Entities / Client Data Management Office Basel, CH Full-time Unlimited Your Role
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.
- Team-Head Legal Entities / Client Data Management Office Basel, CH Full-time Unlimited Your Role
- 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
- Leading a team of Client Data Officers, responsible for Legal Entities
- Banking apprenticeship or relevant degree
- At least 5 years of relevant work experience in Private Banking, preferably as Onboarding Specialist or Compliance Officer
Main responsibilities
- Your Responsibilities
- Leading a team of Client Data Officers, responsible for Legal Entities
- Reviewing and processing all account openings, ensuring a smooth operational activity for the clients
- Act as the point of contact for our Relationship Managers and provide guidance on account opening standards and documentation gaps 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
- 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
Key requirements
- Banking apprenticeship or relevant degree
- 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
Application process
- Not the perfect fit?
- Discover more career opportunities in one of our Swiss locations that match your profile. All Vacancies
- Not the right time?
- Stay informed about our latest opportunities and upcoming job openings that match your interests and skills. Job Subscription
Contacts
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Company and context
- 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 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
Additional details
- Team-Head Legal Entities / Client Data Management Office
- 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
- Global growth strategy and stable environment Competitive offering
- Discover more career opportunities in one of our Swiss locations that match your profile.
- Stay informed about our latest opportunities and upcoming job openings that match your interests and skills.
- Share this role with someone who might be interested Send with WhatsApp
Notes and original content
- Your Profile
- Demonstrated ability to take ownership, perform under pressure and set priorities
- Fluency in English and German
- Your Benefits
- Global growth strategy and stable environment
- Competitive offering
- All Vacancies
- Job Subscription
- Share this role with someone who might be interested
- Send with WhatsApp
Questions about this listing
What salary does J. Safra Sarasin offer for this role?
J. Safra Sarasin lists CHF 109'000 - 187'000 gross per year for this position in Basel. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does J. Safra Sarasin offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with J. Safra Sarasin during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Basel?
EU/EFTA residents living in the border zone of the country adjoining Canton Basel can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Basel's cantonal migration office or with HR during the application.
How do I apply for this position at J. Safra Sarasin?
Use the "Apply now" button on this page — it links directly to J. Safra Sarasin's original listing at jsafrasarasin.umantis.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
