Sub-Team Head - Client Documentation Services 100% (f/m/d)

at  Julius Baer

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.

YOUR PROFILE

• Managing one team (in total 10-11 FTEs) and support the team members in their day-to-day work and achievement of their objectives
• Manage performance and conduct of team members, fostering an environment and culture of collaboration and communication
• Review of account documents and identification documents of private individuals and legal entities for completeness and accuracy according to CDB20 as well as internal directives/guidelines.
• Review of FATCA and CDB formalities in consistency with CRS/AEI formalities
• Support the front in inquiries related to client documentation
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Please refer the Job description for details