Job Description

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.

Client Documentation Service carries the client of Bank Julius Baer Europe S.A. during all stages of the client life cycle. The offering includes Advisory Offices in Luxembourg, Ireland, Spain, Portugal and Italy.

YOUR CHALLENGE

  • Account opening administration forPrivate clientsCorporate clientsInsurance accountsFinderExternal Asset ManagerExternal Financial AdministratorSelf-directed portfoliosDiscretionary Portfolio ManagementSpecials
  • Minor account administration
  • Changes in the client life cycleNew cash account openingNew portfoliosNew mandatesDeletion of PoANew PoA creationAmendments of signature rightsScanning and indexing of waiverHandling of missing docsAmendment static dataScanning / uploading and ...

    • Ready to Apply?

    Take the next step in your AI career. Submit your application to LU30 - BJB Bank Julius Baer Europe S.A. today.

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