Client Onboarding Officer

J. Safra Sarasin seeks a Client Onboarding Officer in Basel to manage account openings, ensure regulatory compliance, and support digital transformation within the bank.

The company is looking for a professional to oversee the end-to-end client onboarding process. This role ensures that all client documentation is accurate and complete while providing high-quality service to internal teams and facilitating the shift toward digital workflows.

Responsibilities

• Process and verify all new account openings to guarantee operational efficiency.
• Collaborate closely with Client Relationship Managers to support business growth.
• Coordinate between various departments such as Legal, Compliance, IT, and Front Office to align objectives.
• Lead the transition from paper-based records to digital onboarding systems.
• Maintain and manage both physical and electronic client data throughout the relationship lifecycle.
• Validate 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 perspective.
• Strong grasp of regulatory frameworks including AML, FATCA/QI, and CRS.
• Fluent proficiency in English.

Nice to have

• Prior experience using the Avaloq platform is considered a plus.
• Knowledge of the German language is beneficial.

What the company offers

• An entrepreneurial environment within a family-owned institution.
• 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 company pursuing global growth.
• A competitive compensation package.

About the company

J. Safra Sarasin is a leading sustainable private bank with over 180 years of history and a presence in 30 locations worldwide. The firm provides personalized investment advisory and asset management services to private and institutional clients. The organization emphasizes that its success relies on the dedication and unique expertise of its workforce, fostering a culture built on entrepreneurship, high team spirit, and individual positivity.

• Focus on dynamic and personalized services for clients.
• Valuing employee enthusiasm, technical expertise, and social skills.
• Opportunities to contribute to a long-standing global success story.
• A unique culture that encourages entrepreneurship and teamwork.