Wealth Ops & Documentation Specialist

Julius Baer; Zürich; Vor Ort; CHF 90.000 - 120.000; Vollzeit

Zusammenfassung

Julius Baer is seeking a CDS Business Support and Development Officer to manage day-to-day operational administrative tasks in close collaboration with the Account Opening and Modification Team in Zürich.

You will create and adapt internal work instructions, support form handling in CRM/CLM, implement new forms, manage LEI applications/renewals, and maintain master data to ensure compliance and efficiency.

Qualifikationen

• Banking apprenticeship or higher education.
• At least 3 years of professional experience in client documentation services.
• Knowledge of banking regulatory requirements regarding due diligence (CDB).
• Experience with client database systems such as CRM, CLM, and KYC tools.
• Experience in a financial institution with knowledge of banking practices.
• Strong analytical and problem-solving abilities, with attention to detail and structured thinking.
• Excellent written and verbal communication in English and German, with clear, professional conveyance.

Aufgaben

• Create and adapt internal work instructions for handling Swiss Julius Baer forms with relevant departments.
• Support the Client Documentation team regarding bank forms and processes.
• Clarify with Legal & Compliance and other departments as needed.
• Publish and adapt internal guidelines and procedures.
• Review end-to-end processes for efficiency, compliance, and client experience.
• Maintain master data for forms.
• Manage LEI applications and renewals.
• Support clean-up exercises.

Kenntnisse

Analytical thinking

Problem solving

Communication

Attention to detail

Team collaboration

Ausbildung

Banking apprenticeship

Tools

CRM systems

CLM

KYC tool

MS Excel

PowerPoint

Jobbeschreibung

Julius Baer is seeking a CDS Business Support and Development Officer to manage day-to-day operational administrative tasks in close collaboration with the Account Opening and Modification Team in Zürich.

You will create and adapt internal work instructions, support form handling in CRM/CLM, implement new forms, manage LEI applications/renewals, and maintain master data to ensure compliance and efficiency.