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Cds business support & development manager 80 - 100% (f/m/d)

Zürich
Julius Baer
Development Manager
Inserat online seit: 10 Juni
Beschreibung

PpThe 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 requests—maintaining the internal guides up to date, supporting internal stakeholders by implementing new forms into the CRM/CLM system and defining the associate process, performing LEI applications and renewals, and management of form‑related internal master data. /p h3YOUR CHALLENGE /h3 ul liCreate 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 /li liSupport the Client Documentation team regarding bank forms and their handling/processes /li liDo clarifications with Legal Compliance and other specialist departments /li liDo regular publications/adaptations in the internal Team Net or commissioning new or existing guidelines, procedures /li liReview end‑to‑end processes in Client Documentation Services for efficiency, compliance, and client experience /li liMaintenance of master data for forms. /li liLEI (Legal Entity Identifier) Management – application / renewal /li liSupport Clean‑Up exercises /li /ul h3YOUR PROFILE /h3 ul liBanking apprenticeship and/or higher education /li liAt least 3 years of professional experience in the client documentation service /li liKnowledge of banking regulatory requirements regarding due diligence (CDB) /li liExperience handling client database systems such as CRM, CLM, Know your client (KYC) tool /li liExperience within a financial institution and sound knowledge of banking practices /li liStrong analytical and problem‑solving abilities, with attention to detail and structured thinking /li liExcellent written and verbal communication skills English and German, with the ability to convey complex information clearly and professionally /li liProactive, solution‑driven mindset with a strong willingness to learn and contribute /li liAbility to manage competing priorities under pressure, work collaboratively in teams, and adapt swiftly to a dynamic, fast‑paced environment /li liProficient user in MS Office applications, Excel and PowerPoint skills /li /ul /p #J-18808-Ljbffr

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Home > Stellenanzeigen > Geschäfte Jobs > Development Manager Jobs > Development Manager Jobs in Zürich > CDS BUSINESS SUPPORT & DEVELOPMENT MANAGER 80 - 100% (f/m/d)

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