Generalist Expert in Operational Taxes of An
vor 2 Monaten
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**:
- Execute complex tasks and acts as transfer knowledge agent
- Support & advise specialist/team head on problem solving and complex tasks
- Adhere to guidelines & policies
- Heightened awareness of operational risk, AML/CFTrisk, fraud risk (internal/external)
- Execute complex controls
- Manage incidents and develop solutions
- Provide input (if required) while policy definition
- Manage complex clients and special solutions
- Support the development of new solutions
- Handle single queries of high complexity
- Maintains information and training material and provides Front & Ops training
- Responsible for managing the day-to-day usage of key tools and processes
- Collaborate with partners
- Advise on definition of standards
- Drive continuous improvement and initiatives(e.g. elaboration and implementation of efficiency measures)
- Act as SME in change initiative
- Raise requirements in collaboration with the PO
**YOUR PROFILE**:
- Multiple years of relevant work experience paired with extensive exptertise
- Good Understanding of risks and controls
- Fluent in English & local language
- Higher education with focus on business administration, finance or banking
- Expert in defining process and/or system improvements, experience in change the bank topics
- Good understanding of agile project managementReliable team player with a high degree of accountability and self-direction
- Strong interpersonal skills & able to handle multiple tasks simultaneously and meticulously
- Strong team-player with can-do attitude
- Independent, reliable and precise way of working
- Problem solving skills, good communicator, excellent presentation skills
- Solution oriented and intrinsically motivated to deliver a tailor-made service for our clients
- Flexible, reliable and resilient personality
- Lifelong learning attitude, continuously develop new skills & develop team members
- Seeking new challenges, continuous changes and ongoing improvements
- Comprehensive knowledge of securities, their specific characteristics & taxation
- Extensive experience/expertise in international client tax reporting and withholding tax reclaim procedures
- Good technical understanding of banking operations methodologies/processes
- Extensive experience/expertise in international security taxation, withholding tax & tax relief at source procedures
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