Client Lifecycle Management Specialist
il y a 1 semaine
Are you curious and eager to seize new opportunities? Do you go the extra mile and have an open, communicative personality with a strong customer and solution orientation? Then let's exceed our customers' expectations together and continue the success story of VP Bank. With us, you'll find space for bold ideas and the opportunity to actively shape the future._
- This is an excellent opportunity to become part of a dynamic and professional team, where you will gain in-depth expertise in client lifecycle management and contribute to the continuous improvement of our operational processes. We offer a collaborative work environment and the chance to be involved in impactful projects._
**Your Challenge**:
- Manage and maintain client data throughout the entire lifecycle, including onboarding, maintenance, and offboarding
- Ensure adherence to internal business rules and external regulatory requirements, including CRS and FATCA
- Analyse and validate client documentation, proactively identifying and addressing deficiencies
- Define documentation needs for various client types (natural and legal clients), including complex structures
- Collaborate with internal stakeholders such as Compliance and Relationship Managers
- Support KYC/AML reviews across all risk classes
- Participate in internal projects and testing related to client data and banking systems
- Continuously evaluate and improve processes to enhance efficiency and compliance.
**Your Profile**:
- Minimum of 4 years of professional experience in banking, preferably with a focus on client data management
- Prior experience with Avaloq is highly desirable
- Strong understanding of KYC/AML requirements and client onboarding documenta-tion
- Working knowledge of CRS, FATCA, and QI documentation requirements
- Excellent organizational and communication skills
- High attention to detail and a proactive, analytical mindset.
- Fluency in English is required; knowledge of German or Scandinavian languages is considered an asset.
In the event of an Employment we will ask you to present a criminal record.
**Your contact person**:
**Anna Wiemer**: Senior People & Culture Consultant
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