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Julius Baer

Julius Baer est un groupe suisse de gestion de fortune. Ses équipes accompagnent une clientèle privée dans la gestion des investissements, le conseil patrimonial et les services bancaires.

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Client Documentation Generalist 100% (f/m/d)

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  • Alternance
  • Zurich
  • Autre
  • Publiée 08/09/2026

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 w…

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Description de l’offre

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.

Votre mission

Review documents of individual end legal entities for completeness and accuracy according to CDB 20 and internal directives/guidelines

  • Review FATCA and CDB formalities for consistency with CRS/AEI formalities
  • Control and approve captured customer data and account documents
  • Capture deficiencies detected
  • Request missing documents and information to the front
  • Support the front regions in questions related to customer documentation and data
  • Cooperate with relevant stakeholders (Tax, Legal, Compliance) to continuously streamline and improve processes and procedures

Your profil

E

  • 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 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 .

Prérequis

  • Very organized, structured and accurate way of working
  • Committed, responsible and resilient personality
  • Customer oriented attitude
  • High level of discretion and trustworthiness
  • Good knowledge of the Code of Conduct for Banks (CDB20)
  • Knowledge of FATCA/QI/CRS
  • Completed commercial apprenticeship or equivalent training

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