CLM Manager (H/F)

ppThe CLM Manager is responsible for managing all stages of the client lifecycle, from onboarding to periodic reviews. The role ensures that client data is accurate and complete, regulatory requirements are met (e.g. KYC/AML), and that internal stakeholders receive efficient, high‑quality support throughout the client relationship. /ppThe position sits at the crossroads of Operations, Compliance, Bankers and assistants, Legal and IT, and is key to delivering seamless and controlled client experience. /ph3Key Responsibilities /h3ulliClient Onboarding /liliCoordinate and execute end‑to‑end onboarding for new clients (individuals and entities). /liliVerify and validate KYC /KYT documentation in line with internal policies and regulatory requirements. /liliPerform due diligence checks (sanctions, PEP, adverse media, source of wealth/funds) using internal tools and external providers. /liliAssess client risk profiles and ensure appropriate risk classification and documentation. /li liLiaise with Front Office, Compliance and Legal to resolve onboarding issues and obtain approvals. /li liPeriodic Reviews /li liPerform regular and event‑driven KYC reviews in accordance with internal policies and local regulations. /li liMonitor triggers that require review (change of circumstances, risk rating changes, new products, new jurisdictions, etc.). /li liEnsure proper documentation and archiving of all client records in line with data retention rules. /li liSupport remediation exercises and data quality initiatives. /li liRegulatory Compliance Support /li liApply and interpret KYC/AML, FATCA/CRS, sanctions, and other relevant regulations /li liEscalate higher‑risk clients and unusual situations to Compliance in a timely manner. /li liContribute to the implementation of new regulatory requirements and internal policies impacting client lifecycle processes. /li liSupport internal and external audits, regulatory inspections and Compliance testing by providing accurate information and documentation. /li liProcess, Quality Risk Management /li liEnsure that all activities are performed in accordance with internal procedures and control frameworks. /li liIdentify process gaps and risks and propose improvements to enhance efficiency, control and client experience. /li liStakeholder Management Service Orientation /li liAct as a point of contact for Bankers and assistants and other internal stakeholders on onboarding and client data topics. /li liProvide clear and timely guidance on documentation requirements and processes. /li liSupport training and awareness sessions for Front Office and other teams on CLM / KYC requirements and best practices. /li liPromote a culture of client focus combined with strong risk and compliance awareness. /li liSystems Data Management /li liEnsure data quality, consistency and integrity across systems; support data cleansing initiatives. /li liParticipate in system enhancements, testing (UAT), and roll‑outs of new CLM tools /li liProvide feedback to IT and project teams on system usability, issues and improvement opportunities. /li /ulh3Qualifications Experience /h3ulliBachelor’s or master’s degree in finance, Business Administration, Law, Economics or related fields, professional qualifications (ACAMS, CAS) or equivalent working experience /li li5 years of experience in client onboarding, KYC/AML or similar roles in as Swiss Private Bank /li liStrong knowledge of KYC/AML frameworks and regulatory requirements (e.g. Swiss regulations and AML laws, FATF recommendations; FATCA/CRS and general tax knowledge) /li liExperience working with CRM software and core banking systems; familiar with workflow tools /li liAnalytical skills /li liDetail orientation /li liClient‑oriented mindset /li liRegulatory mindset: Strong awareness of compliance, risk and control requirements. /li liStakeholder management: Ability to collaborate effectively with Bankers and Assistants, Compliance, Legal, Operations and IT. /li liAbility to prioritise, handle multiple cases simultaneously and meet deadlines. /li liTeam player: Collaborative, open‑minded and willing to support colleagues across the team. /li liResilient, adaptable and comfortable in a changing regulatory and business environment /li liIT skills: Proficient in MS Office, comfortable working with multiple systems and databases. /li liFluency in French and English (written and spoken) and residency in Switzerland is required /li /ulh3About Us /h3pEdmond de Rothschild is a conviction-driven investment house dedicated to the belief that wealth is what tomorrow can be made of, specialises in Private Banking and Asset Management, and serves an international clientele of families, entrepreneurs and institutional investors. /ppThe Group is also active in Corporate Finance, Private Equity, Real Estate and Fund Services. /ppFamily-owned and independent, the Group favours bold strategies and investments rooted in the real economy, combining long‑term performance and impact. /p /p #J-18808-Ljbffr