Description
We are seeking a Client Lifecycle Management professional to join our team. You will play a key role in supporting the onboarding of new clients, maintaining existing accounts, and ensuring compliance with regulatory requirements.
Responsibilities:
- Support Front Office on new client onboarding, account maintenance, and KYC review activities.
- Advise Front Office and clients throughout the account opening and KYC review process, including client and bank documentation.
- Control account opening and KYC reviews performed by Front Office (First Line of Defence).
- Ensure efficient execution of onboarding and KYC processes in compliance with internal policies and regulatory requirements.
- Liaise with Front Office, clients, AML, and other stakeholders to resolve onboarding and KYC-related queries.
Required Skills:
- At least 3 years of Financial Services experience in a similar role, including client onboarding, KYC review, and account maintenance.
- Good knowledge of KYC standards, client documentation requirements, and banking regulations.
- Experience interacting with Front Office, clients, and internal stakeholders, with the ability to manage multiple priorities while maintaining a high level of accuracy and attention to detail.
- Proven ability to leverage AI tools to enhance productivity, optimize workflows, and solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs.
- Excellent English language skills.
Preferred Skills:
- Working knowledge of Avaloq.
- Additional language skills.
Well-being & Benefits:
- We support you in maintaining good mental health through initiatives such as training, counseling, and a culture where you can openly speak about well-being.
- We support you in managing your physical health through preventive initiatives and a supportive working environment.
- We believe in collaboration, inclusion, and building strong connections to broaden perspectives and strengthen confidence and well-being.
- We support you in achieving your financial goals during your career and beyond.