About the role
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.
To support temporarily our Operations Data Centre of Excellence, we are looking for an Operations Specialist who enjoys executing and improving data processes to deliver best services to stakeholders. The position is focusing on tax reporting data.YOUR CHALLENGE
Execute day-to-day data cleansing & enrichment, following standards and processes, using Excel solutions and dedicated Dashboards
Perform validation 4-eye principles (produce & verify)
Adhere to guidelines & policies
Heightened awareness of operational risk, AML/CFT risk, fraud risk (internal/external)
Execute controls, report incidents
Provide assistance, resolve ad-hoc queries and give timely feedback
YOUR PROFILE
Several years of experience in delivering daily data processes in Banking Operations, ideally in the area of Client Tax Reporting or Financial Instruments
Advanced MS Excel skills and experience in dashboard usage (Tableau/ PowerBI or similar)
Tax Reporting Software “Easy Tax” Skills is a plus
Affinity for working with numbers and for clean, high quality data
Strong interpersonal skills & service orientation with a sound risk awareness
Reliable team player with a high degree of accountability and self-direction
Excellent command of written and spoken English; proficiency in German is highly valued and considered a significant 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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Skills & Tags
Aplyr's read
Julius Baer is a leading Swiss private bank focusing on wealth management for high-net-worth clients, attracting talent in finance, compliance, and technology.
What's promising
- •Strong reputation in private banking enhances client trust and loyalty.
- •Global presence offers diverse career opportunities across regions.
- •Focus on technology and innovation supports modern banking solutions.
What to watch
- •High reliance on high-net-worth clients can increase vulnerability to economic downturns.
- •Regulatory scrutiny in the financial sector may impact operations.
- •Intense competition in private banking could pressure profit margins.
Why Julius Baer
- •Swiss heritage provides a stable and prestigious brand image.
- •Specializes in personalized wealth management for affluent individuals.
- •Emphasis on compliance and risk management ensures robust operational integrity.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Julius Baer
Julius Baer is a Swiss private banking group that specializes in wealth management and private banking services for high-net-worth individuals and families.
