CDS BUSINESS SUPPORT & DEVELOPMENT MANAGER 100% (f/m/d)

Julius Baer; Zürich; Vor Ort; CHF 110.000 - 140.000; Vollzeit

Zusammenfassung

Julius Baer in Zürich seeks a CDS Business Support and Development professional to manage day-to-day operational admin, maintain internal guides, and implement new forms into the CRM/CLM system.

You will handle LEI applications, master data, and collaborate with Legal, Compliance, Tax, and Client Documentation to improve efficiency, accuracy, and client experience.

Qualifikationen

• Banking apprenticeship or higher education in finance or related field.
• 3+ years of professional experience in client documentation services.
• Knowledge of banking regulatory requirements regarding due diligence (CDB).

Aufgaben

• Create and adapt internal work instructions for Swiss Julius Baer forms with Legal & Compliance and Tax.
• Support Client Documentation team with bank forms and handling processes.
• Coordinate clarifications with Legal & Compliance and other departments.
• Publish/adapt internal guidelines and procedures in Team Net or related systems.
• Review end-to-end processes for efficiency, compliance, and client experience; maintain master data for forms.
• LEI management (application/renewal).
• Support clean-up exercises.

Kenntnisse

Analytical thinking

Communication (English & German)

Team collaboration

Proactive mindset

Attention to detail

Ausbildung

Banking apprenticeship

Higher education in finance or related field

Tools

CRM

CLM

KYC tools

MS Office (Excel, PowerPoint)

Jobbeschreibung

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Lets shape the future of wealth management together.

The CDS Business Support and Development Team is responsible for managing day-to-day operational administrative aspects in close collaboration with the Account Opening and Modification Team. This role includes supporting daily request - maintaining the internal guides up-to-date. Supporting internal stakeholder by implementing new forms into the CRM/CLM-system and defining the associate process. Performing LEI applications and renewals. Management of form related internal Master-Data.

YOUR CHALLENGE

• Create and adapt internal work instructions concerning the handling of all Swiss Julius Baer forms in cooperation with the relevant specialist department, Legal & Compliance or the Tax Department
• Support the Client Documentation team regarding bank forms and their handling/processes
• Do clarifications with Legal & Compliance and other specialist departments
• Do regular publications/adaptations in the internal Team Net or commissioning new or existing guidelines, procedures
• Review end-to-end processes in Client Documentation Services for efficiency, compliance, and client experienceMaintenance of master data for forms.
• LEI (Legal Entity Identifier) Management - application / renewal
• Support Clean-Up excercises

YOUR PROFILE

• Banking apprenticeship and/or higher education
• At least 3 years of professional experience in the client documentation service
• Knowledge of banking regulatory requirements regarding due diligence (CDB)
• Experience handling client database systems such as CRM, CLM, Know your client (KYC) tool
• Experience within a financial institution and sound knowledge of banking practices
• Strong analytical and problem-solving abilities, with attention to detail and structured thinking
• Excellent written and verbal communication skills English and German, with the ability to convey complex information clearly and professionally
• Proactive, solution-driven mindset with a strong willingness to learn and contribute
• Ability to manage competing priorities under pressure, work collaboratively in teams, and adapt swiftly to a dynamic, fast-paced environment
• Proficient user in MS Office applications, Excel and PowerPoint skills