Income Specialist - 100% (f/m/d)

Julius Baer; Zürich; Sur place; CHF 70 000 - 100 000; Plein temps

Résumé du poste

Julius Baer in Switzerland seeks an operational professional to ensure smooth processing of interest and dividend events and to supervise tax refunds across markets. The role involves reconciling securities with counterparties and managing payments, while maintaining high standards of accuracy and risk awareness.

Ideal candidates will have a banking apprenticeship or equivalent training, strong German and English skills, and a reliable, team-oriented approach.

Qualifications

• Banking apprenticeship or equivalent commercial training.
• Strong German and English communication skills.
• Ability to work in a team with reliability and accuracy.
• Self-driven with a sense of responsibility and resilience.

Responsabilités

• Ensure timely and correct processing of events and transactions.
• Supervise tax refund processes across markets.
• Reconcile and correct security and cash differences.
• Identify and process securities lending/borrowing positions with counterparties.
• Handle internal and external payments and manage the service mailbox and hotline.

Connaissances

German language

English language

Teamwork

Attention to detail

Reliability

Formation

Banking apprenticeship

Basic commercial training

High school diploma

Description du poste

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

• Ensuring the timely and correct processing of interest and dividend events
• Supervision of tax refund processes in various markets
• Reconciliation and correction of security and cash differences
• Identification and processing of securities lending and borrowing positions and correspondence with counterparties
• Processing of internal and external payments
• Timely and competent management of the service mailbox and hotline

YOUR PROFILE

• Banking apprenticeship, basic commercial training or high school diploma (preferably with banking experience)
• Knowledge of securities (experience with administrative transactions an advantage)
• High degree of self-interest and sense of responsibility
• Ability to work in a team, collegiality and reliability
• Independence, accuracy, resilience and flexibility
• Very good verbal and written skills in German and English
• Enjoyment of professional and technical details