Data & Account Management Specialist - (m/w/d)
About the Role
Join a team responsible for supporting clients throughout their lifecycle, ensuring accurate data management and compliance with regulatory standards. This role focuses on maintaining client master data, processing account setups, and collaborating across departments to ensure smooth operations.
About the Company
A dynamic European private banking institution that holds Employees at the heart of its progress. The company fosters a culture of independent thinking, encourages entrepreneurial spirit, and values fresh ideas. Team members are empowered to challenge the status quo, take ownership, and contribute meaningfully to shared success.
Here, you'll work alongside talented professionals who embrace responsibility and collaborate to deliver impactful results in a dynamic and ambitious environment.
Key Responsibilities
- Maintain and update client master data, including changes to names, addresses, account managers, and company structures
- Process regular KYC updates, account condition changes, and client offboarding
- Open securities accounts (including Delivery-versus-Payment setups) and perform KYC plausibility checks
- Set up accounts and securities accounts in both euro and foreign currencies
- Serve as a point of contact for internal stakeholders in both German and English
- Collaborate with cross-functional teams to ensure comprehensive and compliant data handling
Your Profile
- Completed banking apprenticeship or degree in economics/business
- Bankauffman/frau ausbildung / experience is a plus
- Banking product knowledge
- Experience in a financial institution, ideally in client data or compliance functions
- High attention to detail and a responsible, structured work style
- Fluent in German and English
- Strong service orientation and a solution-driven mindset
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.