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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.
Seeking a diligent and detail‑oriented KYC specialist to support the Private Banking RMs. The role is responsible for the preparation and maintenance of complete and accurate Know Your Customer (KYC) documentation and client due diligence (CDD) profiles in accordance to local regulations and bank internal standards.
The KYC specialist will work closely with the RMs in collecting and validating client information, drafting detailed KYC narratives (including SOW and risk assessment summaries) and ensuring high quality onboarding and periodic review of private banking clients.
This is a hands‑on role suited for someone meticulous, structured and familiar with private banking client profiles.
KYC Review and Quality Management...