Front KYC Advisory Specialist

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.

GENERAL DESCRIPTION

Seeking a diligent and detail-oriented KYC specialist to support the Private Banking RMs. The role is respon-sible for the preparation and maintenance of complete and accurate Know Your Customer (KYC) documen-tation and client due diligence (CDD) profiles in accordance to local regulations and bank internal standards.

The KYC specialist will work closely with the RMs in collecting and validating client information, draft de-tailed KYC narratives (including SOW and risk assessment summaries) and ensure high quality onboarding and periodic review of private banking clients.

This is a hands on role suited for someone meticulous, structured and familiar with private banking client profiles.

YOU...