GPS Client Services Officer Asia at BANK JULIUS BAER CO LTD

Singapore, , Singapore -

Full Time

Start Date

Immediate

Expiry Date

21 Jan, 26

Salary

0.0

Posted On

24 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Management, Communication, Networking, Interpersonal Skills, Team Player, Collaboration, Self-Motivated, Organizational Skills, Judgement, Pressure Management, Private Banking Knowledge, Compliance Knowledge, Regulatory Understanding, KYC Processing, Data Maintenance, Performance Review

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 GPS Client Services Officer Asia is a key member of the GPS Client Services team responsible for the coordination of the direct access client (DAC) business, the onboarding and the lifecycle-management of institutional clients and counterparties and the processing of reverse KYC requests from our counterparties and clients. YOUR CHALLENGE General description The GPS Client Services Officer Asia is a key member of the GPS Client Services team responsible for the coordination of the direct access client (DAC) business, the onboarding and the lifecycle-management of institutional clients and counterparties and the processing of reverse KYC requests from our counterparties and clients. In this role/capacity, the primary responsibilities include: DAC coordination for the booking centers Singapore and Hong Kong Primary contact for Private Banking relationship managers and assistants for all DAC matters Processing of new DAC applications in coordination with local DAC execution teams Maintenance of DAC related data in the dedicated CRM tool Conducting regular performance reviews and DAC related controls Onboarding of institutional clients managed by GPS sales teams located in Singapore and Hong Kong Primary contact for Asian GPS sales staff and clients for all onboarding matters Creation of account application forms Validation and processing of client documentation Writing of KYC documentation and performing name and media screening Processing of KYC requests Completion of KYC questionnaires from our Asian domiciled counterparties and clients in collaboration with local legal and compliance teams and experts from JB Switzerland Currently, GPS Client Services only operates out of Switzerland. This role marks the expansion of the team and its services into Asia. Key features of the position Client management (internal & external) Work with GPS sales staff in Singapore and Hong Kong to create a positive client onboarding experience Work with Private Banking relationship managers and assistants to seamlessly process DAC applications Interact with institutional clients and counterparties to timely and accurately complete any reverse KYC enquiries Work with internal experts like legal & compliance as and when required Regulatory responsibilities &/or risk management Meet all legal, regulatory, and compliance standards/requirements Adhere to the standards and expectations outlined in the relevant user manuals and guidelines Demonstrate 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 YOUR PROFILE Skills requirements of the position Personal & social Able to effectively manage internal and external stakeholders from diverse backgrounds in a highly articulate and professional manner Strong communication, both verbal and written Strong networking and interpersonal skills, empathic personality, charisma, and power of persuasion Team player and highly collaborative Open and approachable as well as displaying genuine interest in people Drive for results Able to operate independently, self-motivated Self-confident, well organized, diligent Good judgement and ability to work under pressure Preferably with prior experience working in a global team structure as the role requires to work in a global team set up Professional & technical Ideally with 5 or more years or more of private banking / wealth management knowledge and experience, specifically in a compliance officer, client documentation or RM Assistant role Relevant higher educational and professional background Sound familiarity with regulatory expectations and requirements Understanding of cross border rules and regulations 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 GPS Client Services Officer Asia coordinates the direct access client business and manages the onboarding and lifecycle of institutional clients. This role involves processing KYC requests and maintaining client data in a CRM tool.