Client Documentation Specialist 100% (f/m/d) at BANK JULIUS BAER CO LTD

Zurich, Zurich, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

28 Apr, 26

Salary

0.0

Posted On

28 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Documentation, Data Accuracy, FATCA, CRS, CDB20, Organizational Skills, Customer Orientation, Discretion, Trustworthiness, Compliance, Legal Knowledge, Administrative Support, Project Management, Communication Skills, Team Collaboration, Problem Solving

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. 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. 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 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.