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.
We are seeking a detail-oriented and reliable professional with a banking or commercial background to handle corporate actions, tax refunds, securities transactions, and payment processing. The ideal candidate has strong German and English skills, works independently and collaboratively, and takes initiative in a dynamic operational environment.YOUR CHALLENGE
Ensuring the timely and correct processing of interest and dividend events
Supervision of tax refund processes in various markets
Reconciliation and correction of security and cash differences
Identification and processing of securities lending and borrowing positions and correspondence with counterparties
Processing of internal and external payments
Timely and competent management of the service mailbox and hotline
YOUR PROFILE
High degree of self-interest and sense of responsibility
Ability to work in a team, collegiality and reliability
Independence, accuracy, resilience and flexibility
Very good verbal and written skills in German and English
Enjoyment of professional and technical details
Banking apprenticeship, basic commercial training or high school diploma (preferably with banking experience)
Knowledge of securities (experience with administrative transactions an 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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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.
