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

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