Client Documentation Generalist 100% (f/m/d)

The Client Documentation Generalist 100% (f/m/d) role at Julius Baer involves ensuring the accuracy and completeness of account documentation and client data for account opening and lifecycle management. Julius Baer is a leading Swiss wealth management group, focusing on servicing and advising sophisticated private clients globally. The company is headquartered in Zurich and has a presence in around 60 locations worldwide, including major financial hubs like London, Hong Kong, and Singapore. The main day-to-day responsibilities include reviewing documents for completeness and accuracy, managing FATCA and CDB formalities, controlling and approving captured customer data, and requesting missing documents. The role also involves supporting front regions with documentation questions and collaborating with stakeholders to improve processes. This position requires a high level of organization, accuracy, and the ability to work under pressure while maintaining focus. To qualify for this role, candidates must have a very organized and structured way of working, a committed and responsible personality, and the ability to work under pressure. A completed commercial apprenticeship or equivalent training is required, with a banking apprenticeship being an advantage. Additionally, candidates must have at least three years of professional experience in bank customer documentation, a good knowledge of the Code of Conduct for Banks (CDB20), and knowledge of FATCA/QI/CRS. Nice-to-have skills include networked thinking and quick comprehension skills. The role offers the opportunity to work in a diverse and international environment with a supportive team. Julius Baer values continuous learning and provides extensive career development programs, flexible working options, and a wide array of benefits. What the role asks for: - A very organized, structured and precise way of working - An engaged, responsible and resilient personality - A customer-oriented attitude and the ability to work under pressure without losing focus - A high degree of discretion and trustworthiness - A completed commercial internship (bank internship advantageous) or equivalent training - At least 3 years of professional experience in the area of bank customer documentation - Good knowledge of the Code of Conduct for Banks (CDB20) - Knowledge of FATCA/QI/CRS