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.