Client Service Network Officer - Asset Transfer & Documentation Verification

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

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. This is a middle office role supporting the independent validation and timely delivery of client’s instructions/ documents from the Front to Back Office for processing. The team also acts as a point of contact for the Front by supporting them with operational queries.

YOUR CHALLENGE KEY FEATURES OF THE POSITION

Stakeholder / Client Management
Act as the point of contact for the Front office – supporting operational queries
General
Perform independent verification and completeness checks of client’s instructions
Co‑ordinate & ensure smooth and timely delivery of client’s instructions/documents between two processing locations (SG and HK)
Process Closure of Accounts and all their related requests
Support quarterly
Periodical Fee processing
Perform Signature Verification for non-account life cycle related documentation
Prepare Audit Confirmation for clients’ auditors undefined Regulatory Responsibilities & or Risk Management
Demonstration of appropriate values and behaviors including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations

YOUR PROFILE SKILLS REQUIREMENTS OF THE POSITION

Personal and Social
Meticulous and accurate in executing work assigned with a strong risk control approach
Able to multi-task and work under time sensitive environment
Team player with the capability to work independently
Excellent inter-personal skills
Proactive and able to take initiative
Professional and Technical Degree with at least 5-7 years of related banking working experience
Previous experience in back office functionality is an advantage
Good Knowledge of asset transfer is also an advantage
Good Knowledge of MS Office software applications, Macros and Visual Basic knowledge as well as an aptitude for technology will be an added advantage

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.