Client Lifecycle Documentation and Data Maintenance Specialist (F/M/X)

Position Overview

For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people across around 60 countries and more than 150 nationalities. Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex worldwhether in our Corporate Bank, Private Bank, Investment Bank, or Asset Management division. Together we can make a great impact for our clients at home and abroad, securing their lasting success and financial security.

Within the Private Bank, the Service Executive Team (SET) supports Front Office by ensuring efficient and compliant client lifecycle management. As part of the central SET Simplex team in Zurich or Geneva, you will act as a point of contact for Relationship Managers and Client Service Executives on client documentation-related matters, using your expertise to support colleagues and deliver high-quality client service.

Responsibilities

• Maintain and code client static data and documentation in Avaloq throughout the client lifecycle, ensuring data accuracy, completeness and consistency.

• Support and advise Client Service Executives on client data and documentation updates, including the review of FATCA, CRS and other tax-related documentation.

• Collaborate closely with coverage, product teams and infrastructure functions to support efficient, high-quality client service.

• Contribute to projects, maintain awareness of relevant policies and support the continuous improvement of processes and service quality.

Skills

• Meticulous, methodical and solution-oriented, with strong attention to detail and a high level of accuracy.

• Strong team player with high service standards, flexibility and the ability to manage multiple priorities in a fast-paced environment.

• Continuous improvement mindset, with a proactive approach to enhancing processes and ways of working.

• Knowledge of banking products and services is an advantage.

• Relevant experience in Financial Services, client lifecycle activities or a similar service-oriented role is preferred. A college degree is an advantage.

• Fluent written and spoken English is required; additional languages such as German, French, Spanish or Italian are a plus.

Well-being & Benefits

Emotionally and mentally balanced:

We support you in maintaining good mental health. Benefit from initiatives such as training, counseling and a culture where you can openly speak about well-being.

Physically thriving:
We support you in managing your physical health through preventive initiatives and a supportive working environment.

Socially connected:
We believe in collaboration, inclusion and building strong connections to broaden perspectives and strengthen confidence and well-being.

Financially secure:
We support you in achieving your financial goals during your career and beyond.

#LI-DNI

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.