About this role
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.
We are looking for a flexible and versatile individual who will join the team account modification. Primarily taking care of modification of static data of clients, various projects and other administrative support.YOUR CHALLENGE
Review documents of individual end legal entities for completeness and accuracy according to CDB 20 and internal directives/guidelines
Review FATCA and CDB formalities for consistency with CRS/AEI formalities
Control and approve captured customer data and account documents
Capture deficiencies detected
Request missing documents and information to the front
Support the front regions in questions related to customer documentation and data
Cooperate with relevant stakeholders (Tax, Legal, Compliance) to continuously streamline and improve processes and procedures
YOUR PROFILE
Completed commercial apprenticeship (banking apprenticeship an advantage) or equivalent training
At least 3 years of professional experience in the field of bank customer documentation
Good knowledge of the Code of Conduct for Banks (CDB20) and FATCA/QI/CRS
Very organized, structured and accurate way of working
Committed, responsible and resilient personality
Customer oriented attitude and capability to work under pressure without losing focus
High level of discretion and trustworthiness
Networked thinking and quick comprehension skills
business fluent in English & German
We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.
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Other facts
About Julius Baer
Julius Baer is present in around 25 countries and 60 locations. Headquartered in Zurich, we have offices in key locations including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Our client-centric approach, our objective advice based on the Julius Baer open product platform, our solid financial base, and our entrepreneurial management culture make us the international reference in wealth management.
What you'll do
- The Client Documentation Specialist will review client documents for completeness and accuracy, control and approve captured customer data, and support front regions with documentation queries. The role also involves cooperating with stakeholders to streamline processes.
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