CDS BUSINESS SUPPORT & DEVELOPMENT MANAGER 100% (f/m/d) — Julius Baer
- Location
- Zurich
- Contract
- other
- Posted
- —
Role overview
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.
- 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.
- Banking apprenticeship and/or higher education
- At least 3 years of professional experience in the client documentation service
Key requirements
- 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
Application 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
Additional details
- Management of form related internal Master-Data.
- LEI (Legal Entity Identifier) Management – application / renewal Support Clean-Up excercises
Notes and original content
- YOUR CHALLENGE
- LEI (Legal Entity Identifier) Management – application / renewal
- Support Clean-Up excercises
- YOUR PROFILE
Questions about this listing
What salary does Julius Baer offer for this role?
Julius Baer lists CHF 101'500 - 154'000 gross per year for this position in Zurich. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Julius Baer offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Julius Baer during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Zürich?
EU/EFTA residents living in the border zone of the country adjoining Canton Zürich can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Zürich's cantonal migration office or with HR during the application.
How do I apply for this position at Julius Baer?
Use the "Apply now" button on this page — it links directly to Julius Baer's original listing at juliusbaer.wd3.myworkdayjobs.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
