CH10 - BJB Bank Julius Baer & Co. Ltd.
Client Documentation Specialist(m/w/x)
Full-timeOn-siteExperienced
Zürich
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SFSFA Vontobel Swiss Financial Advisers AG
Process & Quality Specialist (PQS)(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Onboarding US clients and coordinating account opening documentation for wealth management. Expertise in KYC and regulatory frameworks required. Complimentary lunch, modern collaboration spaces.
Requirements
- Problem-solving ability and big picture perspective with attention to detail
- Expertise in wealth management, account opening, and KYC for individuals/complex structures
- Understanding of legal and regulatory frameworks
- Familiarity with US financial market and corporate structures
- Independent and proactive work ethic, fast-learning, highly motivated
- Excellent interpersonal and communication skills, adaptable style
- English fluency
- Salesforce or Avaloq experience (preferred)
- Talented individuals encouraged to apply even if not all criteria met
- Enthusiasm for the role encouraged even if not all criteria met
Tasks
- Support Relationship Managers and Client Associates in onboarding US clients
- Act as liaison between Legal, Compliance, Risk, and Client Coverage functions
- Identify and implement process improvements for operational efficiency
- Review and approve account opening documentation and KYC
- Manage and coordinate client onboarding lifecycle
- Serve as point-of-entry for queries about regulations, processes, tools, and risk
- Conduct pre-checks and support remediation of alerts and deficiencies
- Ensure compliance with regulatory requirements
Work Experience
- approx. 1 - 4 years
Education
- High school diploma
Languages
- English – Native
Tools & Technologies
- Salesforce
- Avaloq
Benefits
Modern Office
- Modern collaboration spaces
- Open-office environment
Other Benefits
- Rooftop terraces
Free or Subsidized Food
- Complimentary lunch
Informal Culture
- Welcoming and diverse team
- Flat organizational structure
- Campus feeling
- Collaborative spirit
Modern Equipment
- Latest technology
Startup Environment
- Agile environment
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of SFA Vontobel Swiss Financial Advisers AG 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.
Not a perfect match?
- Julius Baer
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Client Onboarding and KYC Specialist(m/w/x)
Full-timeOn-siteSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
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SFSFA Vontobel Swiss Financial Advisers AG
Process & Quality Specialist (PQS)(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Onboarding US clients and coordinating account opening documentation for wealth management. Expertise in KYC and regulatory frameworks required. Complimentary lunch, modern collaboration spaces.
Requirements
- Problem-solving ability and big picture perspective with attention to detail
- Expertise in wealth management, account opening, and KYC for individuals/complex structures
- Understanding of legal and regulatory frameworks
- Familiarity with US financial market and corporate structures
- Independent and proactive work ethic, fast-learning, highly motivated
- Excellent interpersonal and communication skills, adaptable style
- English fluency
- Salesforce or Avaloq experience (preferred)
- Talented individuals encouraged to apply even if not all criteria met
- Enthusiasm for the role encouraged even if not all criteria met
Tasks
- Support Relationship Managers and Client Associates in onboarding US clients
- Act as liaison between Legal, Compliance, Risk, and Client Coverage functions
- Identify and implement process improvements for operational efficiency
- Review and approve account opening documentation and KYC
- Manage and coordinate client onboarding lifecycle
- Serve as point-of-entry for queries about regulations, processes, tools, and risk
- Conduct pre-checks and support remediation of alerts and deficiencies
- Ensure compliance with regulatory requirements
Work Experience
- approx. 1 - 4 years
Education
- High school diploma
Languages
- English – Native
Tools & Technologies
- Salesforce
- Avaloq
Benefits
Modern Office
- Modern collaboration spaces
- Open-office environment
Other Benefits
- Rooftop terraces
Free or Subsidized Food
- Complimentary lunch
Informal Culture
- Welcoming and diverse team
- Flat organizational structure
- Campus feeling
- Collaborative spirit
Modern Equipment
- Latest technology
Startup Environment
- Agile environment
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of SFA Vontobel Swiss Financial Advisers AG 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.
About the Company
SFA Vontobel Swiss Financial Advisers AG
Industry
FinancialServices
Description
Vontobel is a family-owned, publicly listed company headquartered in Zurich, committed to long-term thinking and sustainability for clients and society.
Not a perfect match?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
Client Documentation Specialist(m/w/x)
Full-timeOn-siteExperiencedZürich - Julius Baer
Junior Advisory Process & Risk Specialist – Global Products & Solutions (GPS)(m/w/x)
Full-timeOn-siteJuniorZürich - 0877 Deutsche Bank (Suisse) SA
Client Onboarding and KYC Specialist(m/w/x)
Full-timeOn-siteSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
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Full-timeOn-siteExperiencedZürich