Client Documentation Generalist 100% (f/m/d)

Location: Zurich, Switzerland

Company

hirify.global is a wealth management institution focused on serving private clients and managing their financial assets.

What you will do

• Review individual and legal-entity documents for completeness and accuracy under CDB20 and internal guidelines.
• Check FATCA and CDB formalities for consistency with CRS/AEI requirements.
• Control and approve customer data and account documentation.
• Record deficiencies and request missing documents or information from front-office teams.
• Support front regions with customer documentation and data questions.
• Work with Tax, Legal, and Compliance stakeholders to improve documentation processes and procedures.

Requirements

• At least 3 years of professional experience in bank customer documentation.
• Good knowledge of the Code of Conduct for Banks (CDB20).
• Knowledge of FATCA, QI, and CRS.
• Completed commercial apprenticeship or equivalent training; banking apprenticeship is an advantage.
• Highly organized, structured, accurate, responsible, resilient, discreet, and trustworthy working style.
• Customer-oriented approach, ability to work under pressure, networked thinking, and quick comprehension.

Culture & Benefits

• Opportunity to contribute to the future of wealth management.
• Work in collaboration with Tax, Legal, Compliance, and front-office stakeholders.
• Full-time employment in Zurich.

Hiring process

• Submit a complete job application through the online application tool.