LGT
Officer Client Data Services Legal Entities (f/m/d) – 100%
Zurich
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hirly's read of this role
- Seniority
- Mid level
- Country
- CH
- Work mode
- On-site / unstated
- First seen by hirly
- 5 Oct 2026
Derived automatically from the posting. Upload your resume above to see how the role scores against it.
the posting
- LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our biggest clients.
- With around 800 employees, LGT Bank Switzerland has established itself as a renowned Swiss private bank and is an excellent address for both wealthy private clients and employees - this was also confirmed last year by the independent institute "Great Place To Work", which awarded LGT Bank Switzerland the title of one of the best employers in Switzerland.
Job Description
In this key role, you will be responsible for the precise and compliant handling of all formalities related to account opening and maintenance for legal entities in Switzerland. Leveraging your expertise, you will ensure consistently high data quality and contribute significantly to the efficiency and smooth operation of both the team and the wider organization.
Responsibilities
Review and process account openings for legal entities in line with current regulatory and internal requirements
Maintain, update, and monitor client data in compliance with legal and bank-specific standards
Professionally handle inquiries from various departments regarding client data and onboarding processes
Ensure adherence to all relevant legal regulations (e.g., CDB, QI/FATCA, and AEOI)
Take responsibility for regular data quality checks and execute data cleansing activities
Support the ongoing development and optimization of existing processes in client data management
Requirements
Completed commercial education or a comparable qualification, preferably in the financial or banking sector
Several years of hands-on experience in account opening procedures and formal reviews
Excellent German and good English language skills, both spoken and written
Proficient in MS Office; experience with Avaloq is an advantage
High level of reliability, self-organization, strong team spirit, and resilience
Strong initiative combined with a willingness to take responsibility
Accurate, structured way of working, advanced communication skills, and a strong service orientation
Please note that we cannot consider applications via recruitment agencies for this position.
Contact Information
For further information please do not hesitate to contact us.
LGT Bank (Schweiz) AG Human Resources
Nicole Bider
Listed on hirly, a job board. hirly is not the employer: LGT is hiring for this role.
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