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

o All client onboarding tasks are performed as a first line of defence support to the
Relationship Management team.
o Preparing account documentation for execution by client
o Performing AML/KYC/ Source of Wealth requirements checks in accordance with bank policies and procedures.
o Performing enhanced due diligence and compiling KYC analysis on case-by-case basis and in accordance with bank policies and procedures
o Managing the end-to-end process of client onboarding in collaboration with the
Relationship Manager and Relationship Manager Assistant
o Maintain position as single point of...