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

Julius Baer Group; Zürich; On-site; CHF 90,000 - 120,000; Full time

Job summary

Julius Baer Group in Zurich is seeking a diligent operations professional to support wealth management processes, ensure accurate processing of interest and dividend events, and supervise tax refunds across markets. You will reconcile securities and cash positions, communicate with counterparties, and manage payments and client inquiries.

The role requires strong numerical accuracy, teamwork, and fluency in German and English, with a commitment to risk-aware, compliant service delivery within a

Qualifications

• Banking apprenticeship or basic commercial training or high school diploma.
• Knowledge of securities or experience with administrative transactions is a plus.
• 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.

Responsibilities

• 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.

Skills

Teamwork

Attention to detail

Reliability

German & English proficiency

Independence

Education

Banking apprenticeship or equivalent

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. 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

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.