Officer Client Data Services – Legal Entities

About the role

LGT, the world’s largest family‑owned private banking and asset management group, is seeking an Officer for Client Data Services focused on legal entities. You will ensure precise, compliant handling of account opening and maintenance formalities, while maintaining high data quality across the organization.

Key responsibilities

• Review and process account openings for legal entities in line with regulatory and internal requirements.
• Maintain, update, and monitor client data in compliance with legal and bank‑specific standards.
• Handle inquiries from internal departments regarding client data and onboarding processes.
• Ensure adherence to regulations such as CDB, QI/FATCA, and AEOI.
• Conduct regular data quality checks and execute data‑cleansing activities.
• Support the development and optimisation of client data management processes.

Required profile

• Completed commercial education or comparable qualification, preferably in finance or banking.
• Several years of hands‑on experience in account opening procedures and formal reviews.
• Excellent German and good English communication skills.
• High reliability, self‑organisation, strong team spirit and resilience.

Required skills

• Proficiency in MS Office.
• Experience with Avaloq (advantage).