Income Specialist 100% (f/m/d) at Julius Baer International Limited

Zurich, Zurich, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

09 Sep, 26

Salary

0.0

Posted On

11 Jun, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Corporate Actions, Tax Refunds, Securities Transactions, Payment Processing, German Language, English Language, Reconciliation, Securities Lending, Banking Operations, Attention To Detail

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 seeking a detail-oriented and reliable professional with a banking or commercial background to handle corporate actions, tax refunds, securities transactions, and payment processing. The ideal candidate has strong German and English skills, works independently and collaboratively, and takes initiative in a dynamic operational environment. YOUR CHALLENGE Ensuring the timely and correct processing of interest and dividend events Supervision of tax refund processes in various markets Reconciliation and correction of security and cash differences Identification and processing of securities lending and borrowing positions and correspondence with counterparties Processing of internal and external payments Timely and competent management of the service mailbox and hotline YOUR PROFILE High degree of self-interest and sense of responsibility Ability to work in a team, collegiality and reliability Independence, accuracy, resilience and flexibility Very good verbal and written skills in German and English Enjoyment of professional and technical details Banking apprenticeship, basic commercial training or high school diploma (preferably with banking experience) Knowledge of securities (experience with administrative transactions 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 processing interest and dividend events, managing tax refunds, and reconciling security and cash differences. Additionally, the specialist handles securities lending positions and manages the service mailbox and hotline.