Client Lifecycle & Business Support Manager 100% (m/f/d)

Client Lifecycle & Business Support Manager

As a Client Lifecycle & Business Support Manager at Incore Corporate Services in Madrid (Spain), you will work very closely with Business Support and Client Relationship & Sales (CRS) coworkers in Switzerland.

You will be supporting our teams with customer documentation, onboarding processes, and compliance-related tasks. You will be responsible for ensuring all procedures meet internal and regulatory standards while providing operational support to the Business Support and Client Relationship & Sales (CRS) teams.

You will report directly to the Head Business Support and you will be responsible for the timely and efficient execution of assigned tasks, like;

• First line of defense in customer onboarding in the Brokerage & Global Custody, Payment Services and Digital Asset Services business areas
• Supporting Relationship Managers and Sales Managers of the Client Relationship & Sales (CRS) team with various daily administrative tasks; conducting periodic customer reviews in accordance with internal guidelines
• Creation of digital customer dossiers in compliance with internal guidelines and formats; managing all required forms and documents
• Preparation of KYC documents for existing and new customers
• Operational activities in the area of onboarding / change of circumstances, different types of customer screenings fulfilling all compliant needs and required due diligence

To be successful in this role, you will have:

• a Bachelor's degree in Business, Banking, Law, or a related field (higher education is an advantage).
• 3-5 years of experience in banking, particularly in customer onboarding, due diligence, or compliance
• Familiarity with corporate or B2B banking is a plus.
• Strong knowledge of due diligence, customer documentation and KYC processes.
• Fluency in English is required; Spanish is preferred but not mandatory. German or any additional language is an asset.

We offer you an exciting and future-oriented environment. With a variety of tasks, a motivated & helpful team and a professional working place. Attractive employment conditions such as a 40-hour week, flexible working hours, home office options and 5 weeks of vacation. Ideal place of work in the main business area of Madrid (Azca - Bernabéu).