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. Ensuring accuracy and completeness of account documentation and client data for account opening as well as lifecycle management. YOUR CHALLENGE GENERAL DESCRIPTION The Central Screening Unit (CSU) is a dedicated team in the Client Documentation Services, COO Department, within Private Banking. This unit is responsible to conduct name screening, review the results and provide appropriate comments. Each member of the team works proactively with the business, and other internal functions. 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. Client Management (internal) Perform name screening and searches on prospective clients and existing customer base Check quality of submission for name screening and where required, request further information from Front office Review and disposition of hits adequately documented. Promptly escalate all true and potential hits within the required timeline. Ensure quality service is provided to internal clients i.e. Relationship Managers / Assistant RMs 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 Ensure adherence to relevant regulatory laws, compliance policies and procedures when performing quality review Work with Compliance and other stakeholders YOUR PROFILE Degree / Diploma holder with at least 1 year of relevant experience in name screening will be an advantage. Good MSOffice software knowledge and aptitude for technology 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. Is this not quite what you are looking for? Set up a job alert by creating a candidate account here. The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Why join Julius Baer? At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes. For more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.

Central Screening Unit Specialist 100% - (Contract through our external payroll partner with immediate start for 12 months with possible extension).

more at Juliusbaer.

Java Backend Engineer 100% (f/m/d)

Senior Automation Test Engineer - Java, Selenium, Playwright 90-100% (f/m/d) - (Contract through our external payroll partner, immediate start for 12 months, possible extension)

C- Level Senior Executive Assistant (m/f/d) 100%

similar roles.

Physical Therapist

Speech Language Pathologist - PRN