Operations 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.

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

Key Responsibilities

Produce and disseminate regulatory reports, including Banque de France Reporting, ensuring compliance with evolving requirements and implementing necessary system changes

Execute daily tasks, such as pricing, tax reporting, payments (SWIFT and SEPA) and other operational activities, while adhering to established guidelines and policies

Perform validation checks, applying the four-eyes principle, to ensure accuracy and adherence to agreed standards

Participate in the review and update of local policies, promoting a culture of risk awareness and compliance

Identify and report potential operational risks, anti-money laundering (AML), combating the financing of terrorism (CFT), and fraud risks, both internally and externally

Conduct recurrent controls, report incidents, and provide timely feedback to stakeholders

Collaborate with colleagues to resolve ad-hoc queries, offer assistance, and propose process improvements

Contribute to projects aimed at enhancing middle office processes and systems, including user acceptance testing and issue resolution

Requirements and Skills

Proven experience in Middle Office and/or Back Office in private banking

Strong understanding of middle office functions and their interdependencies

Excellent interpersonal and communication skills, with a customer-centric approach

Reliable, self-directed, and results-driven, with a strong sense of accountability

Proficient in Microsoft Office applications, including Excel, Word, and PowerPoint

Fluent in French and English, with excellent written and verbal communication skills

Continuous learner, embracing change and seeking opportunities for growth and development

Strong risk awareness, with a focus on operational risk, AML/CFT, and fraud prevention

YOUR PROFILE

Reliable team player with a high degree of accountability and self-direction

Strong interpersonal skills & service orientation

Strong team-player with can-do attitude

Sound risk awareness

Independent, reliable and precise way of working

Open to continuously learn and develop new skills

Seeking new challenges, continuous changes and ongoing improvements

Fluent in English, local language is a plus

Advanced in MS Office

Bank apprenticeship or similar training with experience in Banking Operations

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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