About the role

Aplyr's Quick Take

This role is about managing the timely processing of interest, dividend, and capital repayment events in a wealth management context. You'll also handle international tax refunds and resolve discrepancies in securities and cash positions. It's an individual contributor role focused on operational tasks rather than strategic decision-making.

Good fit

Ideal candidates have a background in banking with experience in securities, particularly in income and corporate actions. Strong team players who can handle pressure and have good analytical skills will thrive here.

Worth noting

The role requires fluency in both German and English, which may limit the applicant pool. The emphasis on handling a service mailbox and hotline suggests a customer-facing aspect that might not appeal to everyone.

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.

Wir suchen eine engagierte Persönlichkeit zur Sicherstellung einer termingerechten und ordnungsgemäßen Abwicklung von Zins-, Dividenden- und Kapitalrückzahlungsereignissen, zur Betreuung internationaler Steuerrückerstattungen, zur Durchführung von Abweichungsanalysen bei Titel- und Geldbeständen sowie zur Betreuung der Servicemailbox und Hotline.

YOUR CHALLENGE

Sicherstellung der termingerechten und sachlich korrekten Abwicklung von Zins-, Dividenden- und Kapitalrückzahlungsereignissen
Betreuung von Steuerrückerstattungsprozessen in verschiedenen internationalen Märkten
Abstimmung und Behebung von Titel- und Gelddifferenzen
Identifizierung sowie Bearbeitung von „Securities Lending and Borrowing“-Positionen, einschliesslich der Korrespondenz mit den jeweiligen Gegenparteien
Zeitgerechte und fachkompetente Betreuung der Servicemailbox sowie der Hotline

YOUR PROFILE

Schnelle Auffassungsgabe und hohe Motivation
Ausgeprägte Teamfähigkeit und soziale Kompetenz
Flexibilität und Belastbarkeit
Abgeschlossene Banklehre oder kaufmännische Grundausbildung mit Berufserfahrung im Bankwesen
Fundierte Kenntnisse in Wertpapieren, insbesondere im Bereich Income und Corporate Actions
Gute Deutsch- und Englischkenntnisse in Wort und Schrift
Sichere Anwendung der gängigen Microsoft Office-Anwendungen

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

View company

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