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At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. 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. This role includes supporting daily request – maintaining the internal guides up-to-date. Supporting internal stakeholder by implementing new forms into the CRM/CLM-system and defining the associate process. Performing LEI applications and renewals. Management of form related internal Master-Data. YOUR CHALLENGE As a CDS Business Support and Development Officer you will: 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 excercises 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) 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 We are looking forward to receiving your full job application through our online application tool. We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site. Is this not quite what you are looking for? Set up a job alert by creating a candidate account here. The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Why join Julius Baer? At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes. For more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.
Juliusbaer
Zurich, Switzerland