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JUJulius Baer

Income Specialist(m/w/x)

Zürich
Full-timeOn-siteExperienced

Processing interest and dividend events, supervising tax refunds, and reconciling security/cash differences for wealth management. Very good German and English skills required. Daily team huddles, direct counterparty correspondence.

Requirements

  • High self-interest and responsibility
  • Teamwork, collegiality, and reliability
  • Independence, accuracy, resilience, and flexibility
  • Very good German and English skills
  • Enjoyment of professional and technical details
  • Banking apprenticeship, basic commercial training, or high school diploma
  • Securities knowledge (administrative transactions advantage)

Tasks

  • Ensure timely and correct processing of interest and dividend events
  • Supervise tax refund processes across various markets
  • Reconcile and correct security and cash differences
  • Identify and process securities lending and borrowing positions
  • Correspond with counterparties regarding securities lending and borrowing
  • Process internal and external payments
  • Manage the service mailbox and hotline competently and on time
  • Conduct operations smoothly and with quality
  • Adhere to agreed standards, goals, and risk management awareness
  • Contribute to defining new products and standards
  • Implement new products and standards within the function
  • Initiate optimization of services and processes

Work Experience

  • approx. 1 - 4 years

Education

  • High school diploma

Languages

  • GermanBusiness Fluent
  • EnglishBusiness Fluent
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Julius Baer and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.

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