Client Onboarding Officer

Bank J Safra Sarasin seeks a Client Onboarding Officer in Basel to manage account openings and ensure regulatory compliance within a stable, family-owned banking environment.

The company is looking for a professional to oversee the complete client lifecycle, from initial documentation review to final data management. This role ensures that all account openings are processed accurately and efficiently while providing high-quality support to internal business units.

Responsibilities

• Process and verify all new account applications to maintain operational efficiency.
• Collaborate closely with Client Relationship Managers to facilitate business development.
• Serve as a liaison between various internal departments, including Legal, Compliance, IT, and Front Office teams.
• Lead the migration from paper-based records to digital onboarding workflows.
• Maintain and update both physical and electronic client data throughout the relationship.
• Authenticate client signatures on all relevant documents and instructions.
• Build a comprehensive understanding of the bank’s internal procedures, products, and services.

Requirements

• Minimum of two years of hands-on experience in the Swiss financial sector, specifically reviewing account openings from a CDB standpoint.
• Strong grasp of key regulatory frameworks, including AML, FATCA/QI, and CRS.
• Fluent proficiency in English.

Nice to have

• Prior experience using the Avaloq platform.
• Working knowledge of the German language.

What the company offers

• An entrepreneurial environment within a long-standing family-owned bank.
• Office locations in central areas across Switzerland.
• Comprehensive insurance coverage paid entirely by the employer.
• Financial contributions toward health insurance and meal allowances.
• A stable position within a global growth strategy.
• A competitive compensation package.

About the company

Bank J Safra Sarasin is a leading sustainable private bank with over 180 years of history and a presence in 30 locations worldwide. The organization values employee enthusiasm, unique expertise, and strong social skills, fostering a culture defined by high team spirit, entrepreneurship, and a positive attitude.

• Focus on sustainable private banking with dynamic, personalized services.
• Emphasis on employee commitment and social competence.
• Long-term stability combined with a global strategic outlook.
• Supportive team environment that encourages entrepreneurial thinking.