CDS BUSINESS SUPPORT & DEVELOPMENT MANAGER

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 experience. Maintenance of master data for forms. LEI (Legal Entity Identifier) Management – application / renewal. Support Clean-Up exercises.

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.

• 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