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.

For our “Central Transition Unit” within Front Risk Management Department based in Zurich, we are looking for a Senior Specialist – Central Transition Unit, a team dedicated to managing exit cases (some long term) and to off-board selected clients upon Bank’s decision. In this role the employee, with option to be deputy head, will be directly involved in client cases and will support in establishing, implementing and tracking clear procedures with the aim to have congruent, compliant and efficient ways to manage and close client rela-tionships.

YOUR CHALLENGE

• Handle the account closure process of existing clients, incl. proactively contacting clients and managing complicated discussions connected to the off-boarding procedures

• Liaise with internal stakeholders (such as compliance, legal, IWMS, etc) if required

• Support in increasing process stability, efficiency and effectiveness of existing off-boarding processes

• Attend incoming calls and ensure that always a prompt action is taken

• Handle the account closure process of existing clients

• Option to become deputy team head

• Drive consistency on the implementation of the policies to meet existing and enhanced standards

• Work alongside the internal stakeholders from different departments to ensure that all regulatory obligations and internal requirements are met

• Manage multiple tasks and workflows simultaneously, maintaining the “big picture”

• Support internal remediation projects

• Act as centre of competence within the 1st LOD for questions in connection with offboarding initiatives

YOUR PROFILE

• 3 to 7 years experience in private wealth management, in a client facing/risk/compliance function

• Solution and business oriented

• Independent, efficient and meticulous work method

• Analytical skills

• Good knowledge of MS Office and IT flair

• Strong personality with good organizational and operational skills and ability to work under pressure and with tight deadlines

• Able to work independently and to work collaboratively across functions and regions

• Able to organize, evaluate and assess information in order to make recommendations and to escalate when necessary

• Able to deal effectively and positively with conflict situations with clients during resolution of cases

• Strong sense of integrity and discretion

• Excellent communication skills

• Fluent in English and either French or Spanish (ideally both), other languages are a plus

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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