Client Lifecycle Management Specialist Job Description
The primary goal of this role is to oversee the entire lifecycle of clients, from initial onboarding to ongoing maintenance and eventual offboarding. This involves ensuring that client data is accurate, up-to-date, and compliant with all relevant regulations and internal policies.
Key Responsibilities:
* Manage and maintain client data throughout the entire lifecycle, including onboarding, maintenance, and offboarding.
* Ensure adherence to internal business rules and external regulatory requirements.
* Analyse and validate client documentation, proactively identifying and addressing deficiencies.
* Define documentation needs for various client types, 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.
Required Skills and Qualifications:
* 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 documentation.
* 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.
Benefits:
This role offers a unique opportunity to gain in-depth expertise in client lifecycle management and contribute to the continuous improvement of operational processes. The ideal candidate will have a strong passion for delivering high-quality results and a commitment to excellence.