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Job Description
Structured overview of role & requirementsAbout This Role
Lead and ensure accurate, timely completion of daily operations and production duties in client onboarding and data management.
Review client account opening documents and perform static data amendments in core banking systems while ensuring regulatory and internal policy compliance.
Coordinate with KYC/AML teams, support data migration projects, improve process controls and efficiencies, and act as escalation point for queries from stakeholders including auditors.
Minimum Requirements
Minimum 10+ years experience in client onboarding or static data amendments within Private Banking.
Experience managing a team of at least 15 people.
German language proficiency at B1/B2 level is mandatory.
Willingness to work in multiple/rotational shifts.
Ideal Candidate Profile
Experienced in Private Banking operations with strong expertise in client documentation and regulatory compliance.
Demonstrated ability to lead sizable teams, handle escalations, and collaborate with multiple internal and external stakeholders.
Proven track record of leveraging AI tools for productivity and workflow optimization, applying critical judgment for ethical use of data.