Job offer
CDS Business Support & Development Manager, Full-Time (f/m/d)
The Julius Baer Group is seeking a CDS Business Support & Development Manager to support and develop the day-to-day operations of the Client Documentation Service. The ideal candidate will have at least 3 years of experience in the Client Documentation Service, as well as knowledge of banking regulations and practices.
Tasks
The CDS Business Support and Development Team is responsible for managing day-to-day operational and administrative tasks in close collaboration with the Account Opening and Modification Team. Its responsibilities include:- Assistance with daily inquiries and updating internal guidelines
- Supporting internal stakeholders by implementing new forms in the CRM/CLM system and defining the associated processes
- Collaboration with the relevant departments, such as Legal & Compliance or the Tax Department
- Supporting the Client Documentation Team with bank forms and their handling and related processes
- Resolving discrepancies with Legal & Compliance and other departments
Requirements
The following requirements apply to this position:- 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 with client database systems such as CRM, CLM, and Know Your Customer (KYC) tools
- Experience working at a financial institution and a solid understanding of banking practices
- Strong analytical and problem-solving skills, with attention to detail and a structured approach
- Excellent written and verbal communication skills in English and German, with the ability to convey complex information clearly and professionally
- A proactive, solution-oriented mindset with a strong willingness to learn and contribute
- Ability to manage competing priorities under pressure, work in teams, and adapt quickly to a dynamic, fast-paced environment
- Proficient user of MS Office applications, with skills in Excel and PowerPoint
We offer
The exact description of the services offered is not specified. However, please note that interested applicants can submit their applications via the online application tool.Job details