Client Documentation Generalist

Vor 2 Tagen


Zurich, Schweiz Julius Baer Vollzeit

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**:

- Review of account opening documents and identification documents of individuals and legal entities for completeness and accuracy according to CDB20 and internal directives/guidelines.
- Review of FATCA and CDB formalities for consistency with CRS/AEI formalities
- Control and approval of captured customer data and account documents
- Capture of formalities pending
- Requesting missing documents and information to the Front
- Support to the front for questions related to customer documentation

**YOUR PROFILE**:

- Completed commercial apprenticeship (banking apprenticeship an advantage) or equivalent training
- Knowledge of the Code of Coduct for Banks (CDB20)
- Confident in German and English, other language an advantage
- At least 2 years of professional experience in the field of customer documentation
- Networked thinking and quick comprehension skills
- Strong problem solving and communication skills
- Very organized, structured and accurate way of working
- Committed, responsible and resilient personality
- High level of discretion and trustworthiness

Your Contact: Yves Kaerle



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