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.
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
Minimum 3 to 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
LGT encourage la diversité de ses collaborateurs et collaboratrices. Nous pensons qu'une culture d'entreprise inclusive et valorisante est le moteur d'un lieu de travail formidable et offre la possibilité de créer une équipe unique et prospère. C'est pourquoi nos collaborateurs peuvent également bénéficier de nombreux avantages supplémentaires.
La transparence est importante pour nous. C'est pourquoi vous trouverez tout ce qui nous importe sur notre site web - et tout ce que vous devez savoir sur nous avant de nous rencontrer en personne, d'ouvrir un compte ou de postuler à un emploi. Cela inclut, par exemple, l'histoire de la famille princière, qui est étroitement liée à la nôtre.