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

at  Julius Baer

8048 Zürich, ZH, Switzerland -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate20 Jan, 2025Not Specified21 Oct, 20245 year(s) or aboveGood communication skillsNoNo
Add to Wishlist Apply All Jobs
Required Visa Status:
CitizenGC
US CitizenStudent Visa
H1BCPT
OPTH4 Spouse of H1B
GC Green Card
Employment Type:
Full TimePart Time
PermanentIndependent - 1099
Contract – W2C2H Independent
C2H W2Contract – Corp 2 Corp
Contract to Hire – Corp 2 Corp

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.

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
    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

Responsibilities:

Please refer the Job description for details


REQUIREMENT SUMMARY

Min:5.0Max:10.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Proficient

1

8048 Zürich, ZH, Switzerland