Job offer
CDS Business Support & Development Manager, Full-Time (f/m/d)
Julius Baer is seeking a CDS Business Support & Development Manager (100%) in Zurich to support operational management and collaboration with the Account Opening Team. The role involves maintaining internal guidelines, implementing new forms in CRM/CLM systems, and working closely with the Legal & Compliance departments.
Tasks
- Responsibility for managing day-to-day operational and administrative tasks in close collaboration with the account opening and modification team
- Assistance with daily inquiries and maintenance of internal guidelines
- Support for internal requests through the implementation of new forms in the CRM/CLM system and the definition of the associate process
- Implementation of LEI Processes
- Collaboration with Legal & Compliance and Other Functional Departments
- Consultations with Legal & Compliance and other departments
Requirements
- Banking apprenticeship and/or college degree
- At least 3 years of professional experience in the field of customer documentation
- Knowledge of banking regulatory requirements in the area of due diligence (CDD)
- Experience working with customer database systems such as CRM, CLM, and Know Your Client (KYC) tools
- Experience at a financial institution and a thorough understanding of banking practices
- Strong analytical and problem-solving skills, with an eye for detail and a structured approach to thinking
- Excellent written and verbal communication skills (English and German, with the ability to interact with customers in one of these languages)
- A proactive, solution-oriented approach with a strong willingness to learn and contribute in a dynamic and evolving work environment
- Ability to manage competing priorities under pressure, collaborate as part of a team, and adapt quickly to a dynamic, fast-paced environment
- Proficiency in MS Office applications; knowledge of Excel and PowerPoint
Job details