Client Documentation Generalist at BANK JULIUS BAER CO LTD

Luxembourg, , Luxembourg -

Full Time

Start Date

Immediate

Expiry Date

04 May, 26

Salary

0.0

Posted On

03 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Documentation, Account Opening, Data Verification, ID Verification, Document Handling, Organizational Skills, Planning Skills, Service Orientation, Office Products, English Fluency

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. Client Documentation Service carries the client of Bank Julius Baer Europe S.A. during all stages of the client life cycle. The offering includes Advisory Offices in Luxembourg, Ireland, Spain, Portugal and Italy. YOUR CHALLENGE Account opening administration for Private clients Corporate clients Insurance accounts Finder External Asset Manager External Financial Administrator Self-directed portfolios Discretionary Portfolio Management Specials Minor account administration Changes in the client life cycle New cash account opening New portfolios New mandates Deletion of PoA New PoA creation Amendments of signature rights Scanning and indexing of waiver Handling of missing docs Amendment static data Scanning / uploading and indexing Inheritance administration Special conditions administration E-service and DDS administration CDS assessment for new accounts Verify that all mandatory forms are available and correctly filled in. Ensure that data and information are consistent in the forms and verify static data v/s ID documents, address verifications and company documents provided by the client. Identify all partner roles with ID documents and proof of address as per the banks policy (high risk country, tax risk jurisdiction, non-CRS reporting country). As far as possible verify that provided TIN and national identifiers are correct/plausible. For entity account holders verify that a valid LEI exists. Signature verification according to ID/passport and by legal representatives for entity account holders. Confirm that company structure and chain of ownership is duly documented. For entity account holder verify that company documents as per the bank’s country documentation is provided by the client. Ensure that all identification documents for individuals and entities are duly certified. Verify that all partners are set up in Diamond so that proper screening is generated in Case Manager. YOUR PROFILE Has an academic or banking background and/or first professional experience required (minimum of 2 years) in a similar area Experience with T24 (web) and TripleA+ are of advantage Organisation and planning skills for daily business Conscientious, self-responsible, client and service oriented way of working and thinking Good knowledge of office products as Outlook, Word and Excel Fluent spoken and written English. More languages are 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. 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 role involves account opening administration for various client types and managing changes throughout the client life cycle. Responsibilities include verifying documentation, ensuring compliance with bank policies, and maintaining accurate client records.