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GPS - Client Services Officer; f/m/d
Job in
Zürich, 8058, Zurich, Kanton Zürich, Switzerland
Listed on 2026-01-14
Listing for:
Bank Julius Bär & Co. Ltd.
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Compliance, Banking & Finance
Job Description & How to Apply Below
Location: Zürich
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 your role as Client Services Officer within the Client Services team of the Global Products & Services (GPS) division, your main responsibility is the onboarding and the review of institutional clients and counter parties.##
** YOUR CHALLENGE
*** Managing and processing of account openings for institutional clients and counter parties in the division GPS. Including: + Performing due diligence on new clients + Requesting KYC information and documentation + Reviewing and verifying of received documentation + Assessing name and media screening hits + Writing KYCs
* Overall responsible for the coordination and execution of client reviews within GPS
* Drafting and maintaining manuals and guidelines for the teams working standards
* Active involvement in the further development and testing of the teams’ workflow tool
* Representing the team in bank-wide IT projects (i.e. providing/reviewing requirements, testing)
* Conducting control tasks##
** YOUR PROFILE
*** At least 5 years’ experience in Relationship Management, Front Support or Risk/Compliance role in Banking
* Good understanding of compliance standards and processes (incl. due diligence, KYC documentation, adverse news and media screening)
* Good understanding of the Banking industry (incl. banking products, services, processes and regulations)
* Good communication skills
* Organized and reliable with a strong sense of responsibility
* Able to work on own initiative
* Good team player
* Excellent command of spoken and written German and English, other language(s) will be an advantage
We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our .
** job alert
** by creating a candidate account .
** The*
* ** international reference in wealth management
** Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations.
Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.
At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders.
With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners.
** Committed to your success
** Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes.
For more information visit or contact us via the .For recruiting agents, please see the additional information .
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