LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.

Job Description

• Ensure client data in the core banking system is updated to current standards which are compliant with regulations and group policies

• Perform documentation review of client accounts in relation to Onboarding or existing clients during periodic review or change in circumstances and ensuring adherence to bank policies/regulatory requirements.

• Advise Front Office on queries relating to documentation of Onboarding, periodic reviews and updates

• Follow up with Front Office on outstanding documentations

• Analyze and update all existing client data to identify and address any client data quality issues and take appropriate corrective actions as needed, engaging with key functions in the bank

• Perform static data maintenance of client database (Avaloq) and documentation system when necessary

• Liaising internally within various departments / stakeholders for continuous process improvement

• Provide regular progress reports to Head of CDM and ensures progress is executed to plan

• Perform any ad hoc tasks as assigned by Head of CDM or Head of Business Services
• Build strong working relationships with SMEs to deliver best practice processes and take ownership of client data quality improvements and remediation efforts

Requirements

• Minimum 5 years’ experience in account documentation review experience/Static within private banking business

• Good time management and ability to prioritize tasks effectively.

• Meticulous and thorough with follow-ups.

• Ability to work independently and as a member of a team.

• Preferably with AVALOQ experience

• Strong team player with good communication and interpersonal skills

Contact Information

We are looking forward to receiving your online application.

For any further information please do not hesitate to contact us!

Human Resources