Client Documentation Generalist 100% (f/m/d)
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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.
In this role you will be ensuring accuracy and completeness of account documentation and client data for account opening as well as lifecycle management.
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
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
At least 3 years of professional experience in the field of bank customer documentation
Completed commercial apprenticeship (banking apprenticeship an advantage) or equivalent training
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.
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