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.
Provide support to front members related to account openings, maintenance and documentation.YOUR CHALLENGEo All client onboarding tasks are performed as a first line of defence support to the
Relationship Management team.
o Preparing account documentation for execution by client
o Performing AML/KYC/ Source of Wealth requirements checks in accordance with bank policies and procedures.
o Performing enhanced due diligence and compiling KYC analysis on case-by-case basis and in accordance with bank policies and procedures
o Managing the end-to-end process of client onboarding in collaboration with the
Relationship Manager and Relationship Manager Assistant
o Maintain position as single point of contact between Compliance and RM/RMA
o Ensure quality and timeliness of account opening.
o Working with Front Risk Manager and Compliance to receive constructive feedback and ensure consistent improvement.
o Ensure low to zero rejection rates for account opening through increased quality of KYC /SoW
o Experienced in Account Opening.
o Knowledgeable on AML, KYC & EDD.
o Good understanding of client documentation requirements - Individuals & Entities
o Willingness to take instruction and task delegation from Manager
o Provide a service of professionalism and excellence
o Commercial mindedness
o Ability to meet deadlines and KPI’s
o Manage all client data with due care and ensure adherence to policies where data security is concerned
o Client discretion- be aware of and adhere to banking secrecy & non-disclosure
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.
