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.
For further information please do not hesitate to contact us.
LGT Bank (Schweiz) AG
Human Resources
Nicole Bider
Forward-looking for generations
LGT is an international private bank owned by the Princely Family of Liechtenstein with over 30 locations in Europe, Asia Pacific, and the Middle East. Our solid capitalisation, long-term thinking, and strategic focus underpin our strong values. These are rooted in 900 years tradition and entrepreneurial thinking. Digitisation is a key part of how we continually innovate to find better ways of doing things - today and for the future.
Sustainable and social:
Sustainability is a pillar of LGT's strategy. Thinking, managing, and investing sustainably are integral parts of our identity. LGT has committed to reducing the net CO2 emissions from its operations and its investments to zero by 2030.
The Princely Family’s view is that wealth itself isn't a purpose, but that it comes with a sense of responsibility. Being wealthy means embracing and acting on that responsibility, as well as passing these values on to the next generation.
LGT as an employer:
LGT is a vibrant, growing international company and employer. We are certified as a Great Place to Work by the international consulting and research institute of the same name. Whether you have a wealth of experience or are embarking on your first professional steps, LGT careers offer an empowering environment to realise your ambitions.
Take your next career step at one of our over 40 international locations: www.lgt.com/global-en/career/jobs
Publishing information: www.lgt.com/global-en/publishing-information
