Wealth Operations Specialist

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

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