Business Development Manager/in Jobs in Zürich

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, entrepreneurial, 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.

• Support daily requests and maintain internal guides up-to-date.
• Support internal stakeholders by implementing new forms into the CRM/CLM-system and defining the associated process.
• Perform LEI (Legal Entity Identifier) applications and renewals.
• Manage form-related internal master data.
• Create and adapt internal work instructions concerning the handling of all Swiss Julius Baer forms in cooperation with relevant specialist departments, Legal & Compliance, or the Tax Department.
• Support the Client Documentation team regarding bank forms and their handling/processes.
• Clarify with Legal & Compliance and other specialist departments as needed.
• Publish and adapt content in the internal Team Net or commission new or existing guidelines and procedures.
• Review end-to-end processes in Client Documentation Services for efficiency, compliance, and client experience.
• 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.
• Excellent written and verbal communication skills in 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, with Excel and PowerPoint skills.

Julius Baer is a company focused on shaping the future of wealth management and values individual qualities that create value beyond wealth.

The CDS Business Support and Development Team works closely with the Account Opening and Modification Team and collaborates with various specialist departments, Legal & Compliance, and the Tax Department.