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.
In this role, you will assist in the monthly preparation of regulatory reports for Bank Julius Baer & Co. Ltd. and Julius Baer Group Ltd. Most of your time will be dedicated to regulatory reporting operations activities, but you will also partake in project tasks.YOUR CHALLENGE
Regulatory Reporting Operations (approx. 90%)
Assist in the monthly preparation of regulatory reports for Bank Julius Baer & Co. Ltd. and Julius Baer Group Ltd.
Perform reconciliations and quality checks of the monthly financial data for submission to SNB and FINMA, including capital and liquidity calculations
Prepare ad hoc analyses and special reports, including narrative commentary
Support in the preparation of the Basle III Pillar 3 disclosures reports.
Documentation of the closing processes, primarily in English
Provide specialist Regulatory Reporting support to international locations worldwide
Ensure ongoing compliance with internal controls
Project Tasks (approx. 10%)
Supporting functional specifications and testing of functional and technical adaptations in the Regulatory Reporting application (Axiom)
Support the implementation of new regulatory requirements in respect of SNB statistical reporting, capital adequacy, and liquidity reporting
Analyse and continuously optimise existing processes
YOUR PROFILE
Education in finance or business administration
3 years of professional experience in financial bank accounting essential
Understanding of SNB statistical reporting is an advantage
Proficiency in MS Office, experience with AxiomSL is beneficial
Previous project experience is advantageous
Very good English language skills, both written and spoken. Fluency in German is an advantage
Strong analytical skills, with an independent, precise working style
Team-oriented personality with a genuine interest in taking on new challenges
High resilience and flexibility
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.
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.
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