Stellenangebot

CDS BUSINESS SUPPORT & DEVELOPMENT MANAGER 100% (f/m/d)

Als CDS Business Support & Development Manager bei Julius Baer in Zürich verantworten Sie die operative Verwaltung und Prozessoptimierung des Client Documentation Service in enger Zusammenarbeit mit Fachabteilungen. Die Position erfordert mindestens drei Jahre Erfahrung im Bankwesen, Kenntnisse in Due-Diligence-Anforderungen sowie die Fähigkeit, interne Leitfäden und CRM-Systeme zu pflegen.

Zürich

Julius Bär Gruppe AG

100%

Position

CDS BUSINESS SUPPORT & DEVELOPMENT MANAGER 100% (f/m/d)
Location: Zurich
Employment Type: Full time

About the Role

The CDS Business Support and Development Team is responsible for managing day-to-day operations of the Client Documentation Service in the Financial Operations division.
Within this team, you will manage the administrative aspects in close collaboration with the Account Opening and Modification Team.
This includes supporting daily requests – maintaining the internal guides up-to-date, supporting internal stakeholders by implementing new forms into the CRM/CLM-system and defining the associate process.
Cooperation within the relevant specialist departments, Legal & Compliance or the tax expert.
Support the Client Documentation team regarding bank forms and their handling/processes, including documenting and maintaining the internal guides up-to-date.
Do clarifications with Legal & Compliance and other specialist departments.

Your Profile

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) tools.
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.