Client Lifecycle Documentation And Data Maintenance Specialist (f/m/x)

Deutsche Bank Group

Zurich, Switzerland
Not specified; not specified; benefits include tra...
Maintain client static data in avaloq
Review fatca and crs documentation
Ensure data accuracy and completeness
This role supports the Service Executive Team by acting as a point of contact for Relationship Managers on client documentation matters within the Private Bank

Job Summary

  • This role supports the Service Executive Team by acting as a point of contact for Relationship Managers on client documentation matters within the Private Bank.
  • The specialist is responsible for maintaining and coding client static data in Avaloq while ensuring strict adherence to tax-related regulations like FATCA and CRS.
  • Deutsche Bank offers a comprehensive well-being program supporting mental health, physical thriving, social connection, and financial security for its employees.

Matching Summary

This role supports the Service Executive Team by acting as a point of contact for Relationship Managers on client documentation matters within the Private Bank.

Salary

Not specified; Not specified; Benefits include training, counseling, and wellness initiatives

Skills & Requirements

Must-have

  • Maintain client static data in Avaloq
  • Review FATCA and CRS documentation
  • Ensure data accuracy and completeness
  • Fluent written and spoken English

Nice-to-have

  • Knowledge of banking products and services
  • Continuous improvement mindset
  • Strong team player with flexibility
  • Additional languages like German or French

Key Requirements

  • Relevant experience in Financial Services
  • College degree is an advantage
  • Experience in client lifecycle activities

Work Rights

Not specified

Tailored Resume

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