Officer Client Data Management Legal Entities 100% (f/m/d) Zurich (CH)

Category
Operations
Workload
Full Time (≥ 80%)
Posted on

About us

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.

Your challenge

  • Support of the Client Data Management department in the opening of clients (legal entities) including formal and material control of the account opening documents (incl. CDB, AIA & FATCA requirements).
  • Responsibility for the mutation of client data
  • Providing information in response to internal enquiries
  • If required, support of the Client Data Management department (natural persons)

Your profile

  • Completed commercial or equivalent training, preferably in the financial sector
  • Professional experience in the area of formalities / account openings
  • In addition to your German mother tongue, you have a good command of English
  • Mastery of MS Office and ideally Avaloq experience
  • You are reliable, independent, team-oriented and able to work under pressure
  • You have good assertiveness and are used to taking responsibility
  • In addition, you are characterised by a very precise and efficient way of working as well as a high level of communication skills and a strong service mentalit

LGT's success is based on its core values, the Group-wide and partnership-based cooperation of entrepreneurial teams and a flat hierarchy with short decision-making paths. LGT's continued growth opens up long-term personal and professional development opportunities in a challenging and dynamic environment.

Help shape LGT and become part of a family – not just a company. We look forward to receiving your application.

Benefits at LGT

A great place to work – a great place to have impact: LGT promotes diversity among its employees. We believe that an inclusive and appreciative corporate culture is the driver for a great workplace and provides the opportunity to create a unique and successful team. That's why our employees can also benefit from many additional benefits.

Family & Work:

  • Various flexible work models  
  • Sabbatical 
  • At least 25 days annual leave, depending on age
  • Special paid leave options  
  • Maternity and paternity leave, options for further parental leave

Your Health:

  • Employee health and wellbeing program  
  • Subsidized classes (yoga, fitness) 
  • Healthy meal options 
  • Fresh fruit supplied daily  

Growing Together:

  • Internal courses 
  • External courses offered by the Liechtenstein Academy 
  • Support for external training and further education 
  • Coaching and mentoring programs 
  • International assignments 
  • Intrapreneurship program  

Perks & Advantages:

  • Discounts on LGT banking products and services 
  • LGT co-investments 
  • Discounts on health and property insurance  
  • Pension plan with individualized options 
  • Various mobility/e-mobility initiatives  
  • Recognition of major life events  

Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you.

Contact

Stevan Lobo

Stevan Lobo

HR Recruiting Coordinator
LGT Bank (Schweiz) AG Lange Gasse 15, Postfach , 4002 Basel Switzerland

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Transparency is important to us. That is why you will find everything that matters to us on our website – plus everything you should know about us before you meet us in person, open an account or apply for a job. That includes, for example, the history of the Princely Family, which is closely intertwined with our own.

Contact us