About the role

Aplyr's Quick Take

This role is about supporting the account opening process for clients at Julius Baer, focusing on documentation, compliance checks, and collaboration with relationship managers. It's primarily an individual contributor role where you'll handle onboarding tasks and ensure adherence to AML/KYC regulations.

Good fit

Ideal candidates have experience in account opening and a solid understanding of AML and KYC processes. You should be detail-oriented, able to meet deadlines, and comfortable following instructions from a manager.

Worth noting

The role emphasizes a high level of compliance and quality control, with a goal of maintaining low rejection rates for account openings. The position may involve significant interaction with compliance teams, which could be a plus for those interested in regulatory aspects.

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.

Provide support to front members related to account openings, maintenance and documentation.

YOUR CHALLENGE

o All client onboarding tasks are performed as a first line of defence support to the
Relationship Management team.
o Preparing account documentation for execution by client
o Performing AML/KYC/ Source of Wealth requirements checks in accordance with bank policies and procedures.
o Performing enhanced due diligence and compiling KYC analysis on case-by-case basis and in accordance with bank policies and procedures
o Managing the end-to-end process of client onboarding in collaboration with the
Relationship Manager and Relationship Manager Assistant
o Maintain position as single point of contact between Compliance and RM/RMA
o Ensure quality and timeliness of account opening.
o Working with Front Risk Manager and Compliance to receive constructive feedback and ensure consistent improvement.
o Ensure low to zero rejection rates for account opening through increased quality of KYC /SoW

YOUR PROFILE

o Experienced in Account Opening.
o Knowledgeable on AML, KYC & EDD.
o Good understanding of client documentation requirements - Individuals & Entities
o Willingness to take instruction and task delegation from Manager
o Provide a service of professionalism and excellence
o Commercial mindedness
o Ability to meet deadlines and KPI’s
o Manage all client data with due care and ensure adherence to policies where data security is concerned
o Client discretion- be aware of and adhere to banking secrecy & non-disclosure

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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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.
Synthesized from recent postings & public sources

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

juliusbaer.com

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Julius Baer is a Swiss private banking group that specializes in wealth management and private banking services for high-net-worth individuals and families.