CDS BUSINESS SUPPORT & DEVELOPMENT MANAGER 100% (f/m/d)
Core
Manage day-to-day operational administrative aspects of client documentation, including internal guides, CRM/CLM form implementation, and LEI applications for Swiss Julius Baer.
Role type
Senior operational manager (client documentation)
Builds
Internal work instructions, updated internal guides, and LEI applications
Domain
Wealth management / Banking
Required skills
Banking regulatory knowledge (due diligence), CRM/CLM/KYC system experience, LEI management, process efficiency review, master data maintenance
Preferred skills
Analytical problem-solving, structured thinking, MS Office proficiency
Responsibilities
Create and adapt internal work instructions for Swiss bank forms, support Client Documentation team on bank forms, clarify processes with Legal & Compliance, publish/adapt internal guidelines, review end-to-end processes for efficiency and compliance, maintain master data for forms, manage LEI applications and renewals, support Clean-Up exercises