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Account Review Team
1 week ago
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.To undertake client documentation (CDD) review and data input for new accounts, identifying and
communicating any deficiencies to the Relationship Managers or Cross Unit Relationship Mangers locally or
the Client On
- Boarding Team in the Julius Baer London office. To assist with data cleansing, project work and other ad hoc duties that may arise from time to time.
YOUR CHALLENGE:
KEY FEATURES OF THE POSITION
- To perform CDD reviews and assess risk for new client onboarding requests
- Client types will range from private individuals to companies, trusts, partnerships, and charities
- The role holder is required to clearly communicate with stakeholders in the Front Office locally and the London onboarding team delivering an excellent internal and external client experience. This includes reporting and resolution of deficiencies
- To undertake data cleansing, project work and other ad hoc administrative duties that may arise from time to time associated with the ongoing maintenance of client accounts booked in Guernsey
YOUR PROFILE:
SKILLS REQUIREMENTS OF THE POSITION
Qualifications include:
- Understanding of US FATCA, Common Reporting Standards
- Good working knowledge of the Client take on process, CDD/KYC requirements in line with GFSC Handbook on Countering Financial Crime and Terrorist Financing
- Skills: good literacy, numeracy and computer literacy skills
- Abilities: to prioritize workloads, work with mínimal supervision, undertake variety of tasks staying calm and professional whilst under pressure
- Other characteristics such as personal characteristics: good attention to detail, team player, patient, quick learner and open to change
- Professional Certification: not required
- Experience: previous experience in a similar role
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