GPS - Client Services Officer; 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.

In 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.

• 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

• 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.