Income Specialist 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.

Responsible of conducting the business of the particular function in a way that the operations run smoothly, with good quality, in line with the agreed standards & goals and with risk management awareness. They contribute to the definition of new products/standards and implement them in the respective function and initiate the optimization of services/processes.

• Ensuring the timely and correct processing of interest and dividend events
• Supervision of tax refund processes in various markets
• Reconciliation and correction of security and cash differences
• Identification and processing of securities lending and borrowing positions and correspondence with counter parties
• Processing of internal and external payments
• Timely and competent management of the service mailbox and hotline

• Banking apprenticeship, basic commercial training or high school diploma (preferably with banking experience)
• Knowledge of securities (experience with administrative transactions an advantage)
• High degree of self-interest and sense of responsibility
• Ability to work in a team, collegiality and reliability
• Independence, accuracy, resilience and flexibility
• Very good verbal and written skills in German and English
• Enjoyment of professional and technical details