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

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Full-timeMid-levelAug 2026 · checked today

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.

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