Client Documentation Specialist 100% (f / m / d)

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 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

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

Good knowledge of the Code of Conduct for Banks (CDB20)

Knowledge of FATCA / QI / CRS

Confident in English, other languages an advantage

We are looking forward to receiving your full job application through our online application tool.