Client Documentation Generalist 100% (f/m/d) — Julius Baer
- Location
- Zurich
- Contract
- other
- Posted
- —
Role overview
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 be ensuring accuracy and completeness of account documentation and client data for account opening as well as lifecycle management. YOUR CHALLENGE
- 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.
- Very organized, structured and accurate way of working
- Committed, responsible and resilient personality
Key requirements
- Very organized, structured and accurate way of working
- Committed, responsible and resilient personality
- Customer oriented attitude and capability to work under pressure without losing focus
- High level of discretion and trustworthiness
- Networked thinking and quick comprehension skills
- Good knowledge of the Code of Conduct for Banks (CDB20) Knowledge of FATCA/QI/CRS
- At least 3 years of professional experience in the field of bank customer documentation
- Completed commercial apprenticeship (banking apprenticeship an advantage) or equivalent training
Application process
- 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.
Additional details
- In this role you will be ensuring accuracy and completeness of account documentation and client data for account opening as well as lifecycle management.
- Control and approve captured customer data and account documents Capture deficiencies detected
- Good knowledge of the Code of Conduct for Banks (CDB20) Knowledge of FATCA/QI/CRS
Notes and original content
- YOUR CHALLENGE
- Control and approve captured customer data and account documents
- Capture deficiencies detected
- YOUR PROFILE
- Good knowledge of the Code of Conduct for Banks (CDB20)
- Knowledge of FATCA/QI/CRS
Questions about this listing
What salary does Julius Baer offer for this role?
Julius Baer lists CHF 73'500 - 111'500 gross per year for this position in Zurich. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Julius Baer offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Julius Baer during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Zürich?
EU/EFTA residents living in the border zone of the country adjoining Canton Zürich can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Zürich's cantonal migration office or with HR during the application.
How do I apply for this position at Julius Baer?
Use the "Apply now" button on this page — it links directly to Julius Baer's original listing at juliusbaer.wd3.myworkdayjobs.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
