Client Data Management Officer (Ref. 1974)

  • Bank J. Safra Sarasin Ltd.
  • Basel, BS, Switzerland
  • 12/12/2022
Full time Data Science Big Data Data Management Biostatistics

Job Description

Job details

Job Type

Full Job Description

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 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


  • Knowledge and experience in Private Banking prcoesses 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
  • Demostrated ability to take ownership and perform under pressure
  • IT affinity, experience in working with Avaloq is advantageous
  • Full proficiency in English

Activity rate

100 %

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Only direct applications will be considered.