Client Documentation Generalist ; 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.

In this role you will be ensuring accuracy and completeness of account documentation and client data for account opening as well as lifecycle management.

• 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

• 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 (CDB
  20)

• 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