Client Document Review Officer

Role Overview

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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.

The Document Review Officer is a key member in the Client Account Modification Team within COO organisation supporting private bank clients. He/she is responsible for the accurate and timely processing of the account modification as well as the efficient handling of enquiries, escalating to senior colleagues where necessary. He/She is to work proactively with the business and other internal functions to be successful in the role. As a senior member in the team, he/she has strong client documentation knowledge, able to guide and train junior members in the team and has confidence in taking active role in projects and initiatives assigned to him/her from time to time.

YOUR CHALLENGEClient Management (internal)

Review account documents submitted by Relationship Managers (RMs)
Ensure timely and accurate processing of client’s change in circumstance and amendments on the accounts in accordance with prevailing bank procedures and policies
Ensure document deficiencies are accurately tracked and escalated as per procedure
Ensure quality service is provided to internal clients, i.e. RMs / Assistant RMs
Support other departments in various activities (e.g. information retrieval, remediation)
To guide and train junior members in the team