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.
This is a middle office role supporting the smooth and timely delivery of client’s instructions/documents from the front to back office. The team is also the point of contact for the Front, supporting them with operational queries and documentations• Assist Front office in resolving operational issues as being the first point of contact between Front Office and Operations
• Conduct independent verification with private clients
• Perform 1st level check and review on client’s instruction and documentations
• Commit to enquiries related to banking transaction and documentations from the internal client
• Assist in ad hoc projects and tasks
• Handling general administration duties within the team
Personal and Social
• Responsible with positive working attitude
• Eager to learn and able to work independently
• Able to work under pressure and consistently meet work timelines
• Be a good team player and strong interpersonal skills
• Detail-minded, multitasking and able to work under pressure
Professional and Technical
• Diploma/Degree and minimum of 3+ years of relevant experience in banking or related discipline
• Working experience in private banking industry is preferable
• Excellent written and spoken English and Chinese, including Mandarin
• Strong client-focused approach is highly preferred
• Excellent IT skills, especially in Excel
Rank
• Associate Manager
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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