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.
This is a middle office role supporting the independent validation and timely delivery of client’s instructions/ documents from the Front to Back Office for processing. The team also acts as a point of contact for the Front by supporting them with operational queries.
YOUR CHALLENGE
KEY FEATURES OF THE POSITION Stakeholder / Client Management
- Act as the point of contact for the Front office – supporting operational queries
General
- Perform independent verification and completeness checks of client’s instructions
- Co-ordinate & ensure smooth and timely delivery of client’s instructions/documents between two
- processing locations (SG and HK)
- Process Closure of Accounts and all their related requests
- Support quarterly Periodical Fee processing
- Perform Signature Verification for non-account life cycle related documentation
- Prepare Audit Confirmation for clients’ auditors
- undefined
Regulatory Responsibilities &/OR Risk Management
- Demonstration of appropriate values and behaviors including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations
YOUR PROFILE
SKILLS REQUIREMENTS OF THE POSITION Personal and Social
- Meticulous and accurate in executing work assigned with a strong risk control approach
- Able to multi-task and work under time sensitive environment
- Team player with the capability to work independently
- Excellent inter-personal skills
- Proactive and able to take initiative
Professional and Technical
- Degree with at least 5-7 years of related banking working experience
- Previous experience in back office functionality is an advantage
- Good Knowledge of asset transfer is also an advantage
- Good Knowledge of MS Office software applications, Macros and Visual Basic knowledge as well as an aptitude for technology will be an added 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 Career site.
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