Sub-Team Head - Client Documentation Services 100% (f/m/d)

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.

IHRE AUFGABEN

• Managing one team (in total 10-11 FTEs) and support the team members in their day-to-day work and achievement of their objectives

• Manage performance and conduct of team members, fostering an environment and culture of collaboration and communication

• Review of account documents and identification documents of private individuals and legal entities for completeness and accuracy according to CDB20 as well as internal directives/guidelines.

• Review of FATCA and CDB formalities in consistency with CRS/AEI formalities

• Support the front in inquiries related to client documentation

YOUR PROFILE

• Strong people and leadership skills with the ability to set and priorities objectives and tasks

• Excellent analytical, problem solving and interpersonal skills

• Capable of working under pressure in a fast-paced, constantly evolving environment

• Fluent in German & English; other languages (French, Italian, Spanish) are a plus

• At least 5 years of professional experience in a financial institution with leadership experience

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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