Client Operations & Asset Transfer Documentation Specialist

Julius Baer Group; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

Julius Baer in Singapore is seeking a middle-office professional to verify client instructions and ensure timely delivery between front and back offices. You will coordinate cross-location processing and support quarterly fee cycles while maintaining strong risk controls and client service standards.

The role requires 5–7 years of banking experience, with emphasis on back-office operations, asset transfers, and MS Office competencies.

Qualifications

• Professional and Technical Degree with related banking experience.
• 5–7 years of banking experience, back office familiarity recommended.
• Knowledge of asset transfers and operational controls is advantageous.

Responsibilities

• Act as point of contact for Front office; support operational queries.
• Perform independent verification and completeness checks of client instructions.
• Coordinate timely delivery of instructions/documents between SG and HK.
• Process closure of accounts and related requests; support quarterly processing.
• Handle periodical fee processing and signature verification for non-life cycle docs.
• Prepare audit confirmations for clients' auditors.

Skills

Attention to detail

Risk awareness

Multitasking

Team player

Interpersonal skills

MS Office

Macros

Visual Basic

Independent work

Education

Professional and Technical Degree

Tools

MS Office

Macros

Visual Basic

Job description

Julius Baer in Singapore is seeking a middle-office professional to verify client instructions and ensure timely delivery between front and back offices. You will coordinate cross-location processing and support quarterly fee cycles while maintaining strong risk controls and client service standards.

The role requires 5–7 years of banking experience, with emphasis on back-office operations, asset transfers, and MS Office competencies.