About the role

Aplyr's Quick Take

This role is focused on data management and document processing within a private banking context. You'll be analyzing account opening documents, entering and validating static data, and handling physical and digital archiving. It's primarily an individual contributor role with some interaction with the front office.

Good fit

Ideal candidates have at least 3 years of experience in a similar banking role, strong analytical and organizational skills, and a solid understanding of tax regulations. You should be detail-oriented and comfortable working independently as well as part of a team.

Worth noting

The role requires fluency in English and familiarity with specific banking software, which may limit the applicant pool. The focus on improving processes suggests a potential for impact, but the day-to-day tasks seem quite routine.

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.

YOUR CHALLENGE

Au sein de l'équipe Fichier Central de la banque vos principales missions seront :

Analyse des documents d’ouverture de compte ou de mise à jour

Saisie et validation des données statiques

Réalise la numérisation des dossiers d’ouverture et mise à jour

Réalise l’archivage physique des dossiers d’ouverture et mise à jour

Agit en tant que Competence Center pour toute question émanant du Front Office

Contribue à rendre les process plus efficaces

YOUR PROFILE

Bac +3

3 ans d’expérience minimum dans un poste similaire au sein d’une banque privée exigée

Très bonnes compétences analytiques, organisationnelles et documentaires.

Bonnes connaissances en matière de fiscalité, (CRS, FATCA, QI, Tax Relief at Source)

Bonne connaissance des outils MS Office

Bonnes connaissances des outils T24, KDB, FIO

Bonnes compétences en travail en équipe
Anglais courant exigé (lu, parlé, écrit)

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.

Is this not quite what you are looking for? Set up a job alert by creating a candidate account here.

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.