Client Document Review Officer at BANK JULIUS BAER CO LTD

Singapore, , Singapore -

Full Time

Start Date

Immediate

Expiry Date

15 Feb, 26

Salary

0.0

Posted On

18 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Documentation, Account Modification, Regulatory Compliance, Quality Service, Process Improvement, Analytical Skills, Communication Skills, Team Leadership, Time Management, Problem Solving, Attention to Detail, Initiative, Technology Aptitude, CRS Knowledge, FATCA Knowledge, MS Office Proficiency

Industry

Banking

Description

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. The Document Review Officer is a key member in the Client Account Modification Team within COO organisation supporting private bank clients. He/she is responsible for the accurate and timely processing of the account modification as well as the efficient handling of enquiries, escalating to senior colleagues where necessary. He/She is to work proactively with the business and other internal functions to be successful in the role. As a senior member in the team, he/she has strong client documentation knowledge, able to guide and train junior members in the team and has confidence in taking active role in projects and initiatives assigned to him/her from time to time. YOUR CHALLENGE Client Management (internal) Review account documents submitted by Relationship Managers (RMs) Ensure timely and accurate processing of client’s change in circumstance and amendments on the accounts in accordance with prevailing bank procedures and policies Ensure document deficiencies are accurately tracked and escalated as per procedure Ensure quality service is provided to internal clients, i.e. RMs / Assistant RMs Support other departments in various activities (e.g. information retrieval, remediation) To guide and train junior members in the team Business Management Strong commitment to quality service and a desire to drive continuous process improvement initiatives Active role in projects and initiatives as assigned by Managers or HOD Support the team in user acceptance testing Regulatory Responsibilities &/OR Risk Management Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations Ensure activities are in compliance with relevant regulatory laws and internal policies Work with Legal & Compliance and other stakeholders on documentation requirements Perform CRS, FATCA and QI quality control reviews and annual regulatory reporting RANK APPLICABLE TO THE POSITION AD YOUR PROFILE SKILLS REQUIREMENTS OF THE POSITION Personal and Social Able to multitask and work under tight deadlines Sound judgment and initiative Able to work with minimal supervision and a team player Good organization ability and time management skills Meticulous with an eye for detail Proactive, hands-on and solutions-oriented Excellent inter-personal and communication skills Good analytical and problem-solving ability Professional and Technical Degree with at least 5 years of related banking working experience, preferably with good client documentation experience Strong knowledge of account documentation requirements in a Private Banking Environment Good knowledge in CRS, FATCA and QI documentation, and annual reporting requirements will be advantageous Good knowledge of MS Office software applications and aptitude for technology 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. Is this not quite what you are looking for? Set up a job alert by creating a candidate account here. The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, 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. Why join Julius Baer? At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes. For more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.

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Responsibilities

The Client Document Review Officer is responsible for the accurate and timely processing of account modifications and handling enquiries for private bank clients. This role involves guiding and training junior team members and ensuring compliance with regulatory requirements.