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.
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
S upport 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 exercises
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
E xcellent 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.
