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About this Income Specialist - 100% (f/m/d) role at Julius Baer

Julius Baer · Onsite · Zurich

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.

Responsible of conducting the business of the particular function in a way that the operations run smoothly, with good quality, in line with the agreed standards & goals and with risk management awareness. They contribute to the definition of new products/standards and implement them in the respective function and initiate the optimization of services/processes.

YOUR CHALLENGE

  • Ensuring the timely and correct processing of interest and dividend events
  • Supervision of tax refund processes in various markets
  • Reconciliation and correction of security and cash differences
  • Identification and processing of securities lending and borrowing positions and correspondence with counterparties
  • Processing of internal and external payments
  • Timely and competent management of the service mailbox and hotline

YOUR PROFILE

  • Banking apprenticeship, basic commercial training or high school diploma (preferably with banking experience)
  • Knowledge of securities (experience with administrative transactions an advantage)
  • High degree of self-interest and sense of responsibility
  • Ability to work in a team, collegiality and reliability
  • Independence, accuracy, resilience and flexibility
  • Very good verbal and written skills in German and English
  • Enjoyment of professional and technical details

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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About Julius Baer

The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Why join Julius Baer? At Julius Baer our employees enjoy the benefits of a global company with the support and collegialit

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