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.
In your role as Client Services Officer within the Client Services team of the Global Products & Services (GPS) division, your main responsibility is the onboarding and the review of institutional clients and counterparties.Managing and processing of account openings for institutional clients and counterparties in the division GPS. Including:
Performing due diligence on new clients
Requesting KYC information and documentation
Reviewing and verifying of received documentation
Assessing name and media screening hits
Writing KYCs
Overall responsible for the coordination and execution of client reviews within GPS
Drafting and maintaining manuals and guidelines for the teams working standards
Active involvement in the further development and testing of the teams’ workflow tool
Representing the team in bank-wide IT projects (i.e. providing/reviewing requirements, testing)
Conducting control tasks
At least 5 years’ experience in Relationship Management, Front Support or Risk/Compliance role in Banking
Good understanding of compliance standards and processes (incl. due diligence, KYC documentation, adverse news and media screening)
Good understanding of the Banking industry (incl. banking products, services, processes and regulations)
Good communication skills
Organized and reliable with a strong sense of responsibility
Able to work on own initiative
Good team player
Excellent command of spoken and written German and English, other language(s) will be an advantage
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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