LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our biggest clients.
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 the title of one of the best employers in Switzerland.
In this key role, you will be responsible for the precise and compliant handling of all formalities related to account opening and maintenance for legal entities in Switzerland. Leveraging your expertise, you will ensure consistently high data quality and contribute significantly to the efficiency and smooth operation of both the team and the wider organization.
Review and process account openings for legal entities in line with current regulatory and internal requirements
Maintain, update, and monitor client data in compliance with legal and bank-specific standards
Professionally handle inquiries from various departments regarding client data and onboarding processes
Ensure adherence to all relevant legal regulations (e.g., CDB, QI/FATCA, and AEOI)
Take responsibility for regular data quality checks and execute data cleansing activities
Support the ongoing development and optimization of existing processes in client data management
Completed commercial education or a comparable qualification, preferably in the financial or banking sector
Several years of hands-on experience in account opening procedures and formal reviews
Excellent German and good English language skills, both spoken and written
Proficient in MS Office; experience with Avaloq is an advantage
High level of reliability, self-organization, strong team spirit, and resilience
Strong initiative combined with a willingness to take responsibility
Accurate, structured way of working, advanced communication skills, and a strong service orientation
Please note that we cannot consider applications via recruitment agencies for this position.
LGT encourage la diversité de ses collaborateurs et collaboratrices. Nous pensons qu'une culture d'entreprise inclusive et valorisante est le moteur d'un lieu de travail formidable et offre la possibilité de créer une équipe unique et prospère. C'est pourquoi nos collaborateurs peuvent également bénéficier de nombreux avantages supplémentaires.
La transparence est importante pour nous. C'est pourquoi vous trouverez tout ce qui nous importe sur notre site web - et tout ce que vous devez savoir sur nous avant de nous rencontrer en personne, d'ouvrir un compte ou de postuler à un emploi. Cela inclut, par exemple, l'histoire de la famille princière, qui est étroitement liée à la nôtre.