Client Lifecycle & Business Support Manager
As a Client Lifecycle & Business Support Manager at Incore Corporate Services in Madrid (Spain), you will work closely with the Business Support team and our Client Relationship & Sales (CRS) colleagues in Switzerland.
Your responsibilites include 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.
What we offer
We offer you an exciting and future‑oriented working environment with a wide range of responsibilities, a motivated and supportive team, and a professional workplace. You will benefit from attractive employment conditions such as a 40‑hour work week, flexible working hours, home‑office options, and five weeks of vacation. Our office is ideally located in the main business district of Madrid (Azca – Bernabéu).
If you are interested in being part of our success story, we look forward to hearing from you.
Please send your complete application to:
javier.escribano@incoreservices.es.
About us
Incore Bank AG was founded in 2007 and is an internationally oriented B2B transaction bank for traditional and digital assets regulated by the Swiss Financial Market Supervisory Authority FINMA.
Innovative solutions, a comprehensive range of services and a high level of technological expertise position Incore Bank as the preferred tech bank and partner for banks, financial intermediaries and corporates in Switzerland and abroad.
Incore Bank stands for banking & technology from a single source: modular, innovative and secure.