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Client Data Management Officer

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Client Data Management Officer
Client Data Management Officer

Bank J. Safra Sarasin Ltd is a leading sustainable private bank, offering all the advantages of the Swiss banking
environment together with dynamic and personalised advisory services focusing on opportunities in international
financial markets. The Bank provides a high level of services and expertise when acting as investment advisor and asset
manager for private and institutional clients. Financial strength, excellent client services and outstanding quality
are therefore key elements of its corporate philosophy. J. Safra Sarasins most valuable capital is its employees. They
are essential to the success of the organisation, now and in the future. Their technical expertise, professional
qualifications and social skills are highly valued by the Groups clients, management and business partners. The
success of J. Safra Sarasin depends on the enthusiasm and commitment of every one of its employees
worldwide.DivisionCorporate Center & Logistics Function/PositionClient Data Management
OfficerLocationBaselFunction/Position objectivesResponsible for processing client documentation and administering
client data in our systems in accordance with internal and external regulations, ensuring data completeness and
correctness throughout the life-cycle of the clients in the Bank. Responsibilities

- Reviewing, validating and processing client documentation - Account openings, mutations and instructions
- Managing client static data of natural persons and legal entities in various systems
- Supporting Front Office and Compliance as part of the account opening and client administration processes
- Verifiying clients' signature on documents and instructions
- Performing ad-hoc tasks, special projects and digitalization enhacement efforts
- Implementing data governance and master data management best practices
- Providing excellent service to all units of the Bank


- University degree in business or finance
- At least 3 years of experience in a similar role, with sound knowledge of CDB, FATCA/QI and CRS regulations
- IT affinity, experience in working with Avaloq is advantageous
- Relevant Project Management experience and certification is advantageous
- Strong prioritization, organization and analytical skills are essential
- Reliable team player with excellent communication skills
- Proficieny in Microsoft Office

Activity rate100 %Please send your application to:Only direct applications will be considered.

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