CDS Business Support & Development Manager (Wealth Management)

TL;DR

CDS Business Support & Development Manager (Wealth Management): Managing operational administrative aspects of client documentation and internal guides with an accent on compliance, LEI management, and process optimization. Focus on implementing new forms into CRM/CLM systems, ensuring regulatory due diligence, and enhancing the end-to-end client documentation experience.

Location: Zurich, Switzerland

Company

hirify.global is a leading global private banking group specializing in wealth management.

What you will do

• Create and adapt internal work instructions for Swiss bank forms in coordination with Legal, Compliance, and Tax departments.
• Support the Client Documentation team regarding bank forms and their associated processes.
• Manage LEI (Legal Entity Identifier) applications and renewals.
• Maintain master data for forms and lead clean-up exercises.
• Review end-to-end processes in Client Documentation Services for efficiency and compliance.
• Publish and adapt guidelines and procedures in the internal Team Net.

Requirements

• Banking apprenticeship and/or higher education.
• At least 3 years of professional experience in client documentation services.
• Knowledge of banking regulatory requirements regarding due diligence (CDB).
• Experience with CRM, CLM, and KYC tools.
• English and German: Excellent (C1) written and verbal communication skills required.
• Location: Must be based in Zurich.

Culture & Benefits

• Impactful and entrepreneurial environment.
• Focus on empowerment and creating value beyond wealth.
• Collaborative team culture in a dynamic, fast-paced environment.