Client Data Management Specialist

About the role

LGT, the largest privately owned Private Banking and Asset Management group in the world and the family office of the Princely House of Liechtenstein, is hiring a Client Data Management Specialist. The role keeps client data in the core banking system accurate, compliant with regulations and group policies, and improves client data quality across the bank.

Key responsibilities

• Keep client data in the core banking system up to date according to current regulatory and policy standards.
• Review client account documentation for onboarding and periodic reviews, and ensure compliance with bank policies and regulatory requirements.
• Advise the Front Office on documentation queries and follow up on outstanding documents.
• Analyse and update existing client data to fix quality issues, taking corrective action and engaging with key functions.
• Maintain static client data in the Avaloq database and documentation system when needed.
• Work with internal departments and stakeholders to improve processes, report progress to the Head of CDM and carry out ad hoc tasks assigned by the Head of CDM or Head of Business Services.
• Build strong working relationships with SMEs and take ownership of client data quality improvements and remediation.

Required profile

• At least 5 years of experience reviewing account documentation or maintaining static data in private banking.
• Good time management and ability to prioritise tasks; meticulous and thorough with follow-ups.
• Able to work independently and as part of a team, with strong communication and interpersonal skills.

Required skills

• Preferably experience with Avaloq.

Applications are submitted online through the company's careers page.