Income Specialist 100% (f/m/d)

Julius Baer

Processing interest and dividend events
Supervision of tax refund processes
Reconciliation of security and cash differences
Responsible for 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

Job Summary

  • Responsible for 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.
  • 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.

Matching Summary

Responsible for 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.

Skills & Requirements

Must-have

  • Processing interest and dividend events
  • Supervision of tax refund processes
  • Reconciliation of security and cash differences
  • Securities lending and borrowing positions
  • Management of service mailbox and hotline

Nice-to-have

  • Entrepreneurial spirit
  • Empowered to create value
  • Team player
  • Resilience and flexibility
  • Enjoyment of professional and technical details

Key Requirements

  • Banking apprenticeship or commercial training
  • High school diploma with banking experience
  • Knowledge of securities administrative transactions

Work Rights

Not specified

Tailored Resume

Cover Letter