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.
About the role
This is a middle office role supporting the smooth and timely delivery of client’s instructions/documents from the front to back office. The team is also the point of contact for the Front, supporting them with operational queries and documentation.
In addition he/she will have chance to participate in various projects like system enhancement projects & other business projects from time to time. He/she will also have to continuously explore opportunities for process & efficiency improvements in the areas under his/her care.
YOUR CHALLENGE
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Assist Front office in resolving operational issues as being the first point of contact between Front Office and Operations
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Conduct independent verification with private clients
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Perform 1st level check and review on client’s instruction and documentations
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Commit to enquiries related to banking transaction and documentations from the internal client
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Assist in ad hoc projects and tasks
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Handling general administration duties within the team, including data maintenance, reporting, and team coordination
YOUR PROFILE
Personal and Social
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Accountable, self-motivated, and results-driven
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Capable of independent problem-solving with minimal supervision
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Able to work under pressure and consistently meets service-level timelines
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Strong team orientation with excellent stakeholder management skills
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Meticulous attention to detail and adept at multitasking
Professional and Technical
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Diploma/Degree
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Minimum of 3 years of relevant experience in banking, wealth management or financial services
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Private banking background is strongly preferred
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Excellent written and spoken English and Chinese, including Mandarin is a must
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Strong client-focused approach is highly preferred
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Excellent IT skills, especially in Excel and experience with AI tools is preferred
Hiring process
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.
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