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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 Sarasin’s 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 Group’s clients, management and business partners. The success of J. Safra Sarasin depends on the enthusiasm and commitment of every one of its employees worldwide.
Chief Operating Officer  
Client Data Management Officer
Function/Position objectives
The Client Data Management Officer is responsible for processing client documentation and administering client data, ensuring data completeness and correctness throughout the life-cycle of the clients in the Bank.
  • Reviewing and approving all account openings for both Legal Entities and Natural Persons, ensuring smooth operational activity for the clients
  • Supporting and interacting closely with our Relationship Managers, enabling them to further develop and grow their business
  • Managing physical and electronic static data throughout the life-cycle of a client
  • Implementing data governance and master data management best practices
  • Verifiying clients' signature on documents and instructions
  • Developing deep understanding of the Bank's processes, products and services
  • Providing excellent service to all units of the Bank
  • Banking apprenticeship or relevant university degree
  • Knowledge and experience in Private Banking processes and account openings and maintenance
  • Sound knowledge of CDB, AML, FATCA/QI and CRS regulations
  • Strong prioritization, organization and analytical skills are essential
  • Reliable team player with excellent communication and interpersonal skills
  • Demonstrated ability to take ownership and perform under pressure
  • IT affinity, experience in working with Avaloq is advantageous
Activity rate
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