20 beste Stellen als family office in rheinfelden, ag – aktuell auf Personalsuche

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14 Tage

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family office jobs near rheinfelden, ag

Client Onboarding Officer

Bank J. Safra Sarasin AG -
Basel, BS

Jetzt bewerben

Details zur Stelle

100% | Pensum: 90-100%
vor 10 Tagen

Qualifikationen

Englisch
Analysefähigkeit
Erfahrung in der IT
Deutsch

Vollständige Stellenbeschreibung

Basel, CH
Full-time
Unlimited

Your Role

As Client Onboarding Officer at Bank J. Safra Sarasin you are responsible for reviewing and processing client documentation and client data, ensuring data completeness and correctness throughout the life-cycle of the clients in the Bank and provide excellent service to all units of the Bank.

Your Responsibilities

Reviewing and processing all account openings, ensuring a smooth operational activity for the clients
Supporting and interacting closely with our Client Relationship Managers, enabling them to further develop their business
Act as the bridge between the bank’s different stakeholders including Front, Legal, Compliance, IT to ensure aligned interests
Supporting the bank in transitioning from manual and paper-based customer files to a digital onboarding process
Managing physical and electronic static data throughout the life-cycle of a client
Verifying clients' signature on documents and instructions
Developing deep understanding of the Bank's processes, products and services

Your Profile

At least 2 years of practical experience in the Swiss financial market, reviewing account openings from CDB perspective
Sound knowledge in relevant regulatory requirements such as AML, FATCA/QI and CRS
IT affinity, experience in working with Avaloq is advantageous
Ability to weigh problems and set priorities
Strong analytical and problem solving skills
Excellent interpersonal skills and hands-on mentality
Fluent in English; knowledge of German would be an asset

Your Benefits

Entrepreneurial spirit in a family owned bank

Central city office locations across Switzerland

Above average insurance coverage fully borne by the bank

Contribution to health insurance and meal allowance

Global growth strategy and stable environment

Competitive offering

About us

As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.

We are successfully operating for more than 180 years across 30 locations worldwide and offer our employees the chance to be a part of our success. Our employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit and the positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group.

Jetzt bewerben

Erweiterte Suche

family office Jobs in rheinfelden, ag

Client Onboarding Officer

Customer Relationship Manager

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Senior Banking Systems Integration Engineer

AI Platform System Engineer

Ich möchte aktuelle Job-E-Mails für Stellen als family office in rheinfelden, ag erhalten

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