Client Onboarding SG - Documentation Officer

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
• The Client Onboarding SG – Documentation Officer is a key member of the team within Private Banking. He/she is to work proactively with the business, and other internal functions in the review of the account opening documentation.

He/she is responsible for the accurate and timely processing of the account opening, as well as the efficient handling of enquiries, escalating to senior colleagues where necessary.

YOUR CHALLENGE

KEY FEATURES OF THE POSITION

Client Management (internal)

• •Review account documents submitted by Relationship Managers
• •Ensure accounts are opened in the systems in a timely and accurate manner
• •Ensure document deficiencies are accurately tracked and escalated as per procedure
• •Ensure timely and accurate processing of amendments on the accounts
• •Ensure quality service is provided to internal clients i.e. Relationship Managers / Assistant RMs
• •Support other departments in various activities (e.g. signature verification, information retrieval)

Business Management

• •Strong commitment to quality service and a desire to drive continuous process improvement initiatives
• •Support new initiatives and ad hoc tasks as assigned by HOD
• •Support the team in user acceptance testing

Regulatory Responsibilities &/OR Risk Management

Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations

Work with Legal & Compliance and other stakeholders on documentation requirements

YOUR PROFILE

SKILLS REQUIREMENTS OF THE POSITION

Personal and Social

• •Able to multitask and work under tight deadlines
• •Sound judgment and initiative
• •Able to work with minimal supervision and a team player
• •Good organization ability and time management skills
• •Meticulous with an eye for detail
• •Proactive, hands-on and solutions-oriented
• •Excellent inter-personal and communication skills
• •Good analytical and problem-solving ability

Professional and Technical

• •Degree with at least 3 - 4 years of related banking working experience, preferably with strong client documentation experience
• •Good knowledge of account documentation requirements in a Private Banking Environment
• •Good knowledge of MS Office software applications and aptitude for technology

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