Wealth Operations & Income Specialist

Julius Baer; Zürich; On-site; CHF 70,000 - 90,000; Full time

Job summary

Julius Baer seeks a diligent Banking Operations Specialist to ensure precise processing of interest and dividend events in a fast-paced wealth-management support role. You will supervise tax refunds across markets, reconcile security and cash discrepancies, and handle securities lending/borrowing positions while coordinating with counterparties.

The role requires banking-themed education, strong ownership, teamwork, and meticulous attention to detail in both German and English.

Qualifications

• Banking apprenticeship or equivalent with banking experience.
• Knowledge of securities; administrative transactions advantageous.
• High degree of self-motivation and sense of responsibility.
• Team player with reliability.
• Attention to detail and accuracy; flexible in work requirements.

Responsibilities

• Ensure timely and correct processing of interest and dividend events.
• Supervise tax refund processes in various markets.
• Reconcile and correct security and cash differences.
• Identify and process securities lending/borrowing positions and liaise with counterparties.
• Process internal and external payments.
• Manage the service mailbox and hotline promptly and professionally.

Skills

German language

English language

Teamwork

Attention to detail

Reliability

Education

Banking apprenticeship

Basic commercial training

High school diploma

Job description

Julius Baer seeks a diligent Banking Operations Specialist to ensure precise processing of interest and dividend events in a fast-paced wealth-management support role. You will supervise tax refunds across markets, reconcile security and cash discrepancies, and handle securities lending/borrowing positions while coordinating with counterparties.

The role requires banking-themed education, strong ownership, teamwork, and meticulous attention to detail in both German and English.