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.
The GPS Client Services Officer Asia is a key member of the GPS Client Services team responsible for the coordination of the direct access client (DAC) business, the onboarding and the lifecycle-management of institutional clients and counterparties and the processing of reverse KYC requests from our counterparties and clients.
YOUR CHALLENGE
General description
The GPS Client Services Officer Asia is a key member of the GPS Client Services team responsible for the coordination of the direct access client (DAC) business, the onboarding and the lifecycle-management of institutional clients and counterparties and the processing of reverse KYC requests from our counterparties and clients.
In this role/capacity, the primary responsibilities include:
DAC coordination for the booking centers Singapore and Hong Kong
Primary contact for Private Banking relationship managers and assistants for all DAC matters
Processing of new DAC applications in coordination with local DAC execution teams
Maintenance of DAC related data in the dedicated CRM tool
Conducting regular performance reviews and DAC related controls
Onboarding of institutional clients managed by GPS sales teams located in Singapore and Hong Kong
Primary contact for Asian GPS sales staff and clients for all onboarding matters
Creation of account application forms
Validation and processing of client documentation
Writing of KYC documentation and performing name and media screening
Processing of KYC requests
Completion of KYC questionnaires from our Asian domiciled counterparties and clients in collaboration with local legal and compliance teams and experts from JB Switzerland
Currently, GPS Client Services only operates out of Switzerland. This role marks the expansion of the team and its services into Asia.
Key features of the position
Client management (internal & external)
Work with GPS sales staff in Singapore and Hong Kong to create a positive client onboarding experience
Work with Private Banking relationship managers and assistants to seamlessly process DAC applications
Interact with institutional clients and counterparties to timely and accurately complete any reverse KYC enquiries
Work with internal experts like legal & compliance as and when required
Regulatory responsibilities &/or risk management
Meet all legal, regulatory, and compliance standards/requirements
Adhere to the standards and expectations outlined in the relevant user manuals and guidelines
Demonstrate appropriate values and behaviours 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 & social
Able to effectively manage internal and external stakeholders from diverse backgrounds in a highly articulate and professional manner
Strong communication, both verbal and written
Strong networking and interpersonal skills, empathic personality, charisma, and power of persuasion
Team player and highly collaborative
Open and approachable as well as displaying genuine interest in people
Drive for results
Able to operate independently, self-motivated
Self-confident, well organized, diligent
Good judgement and ability to work under pressure
Preferably with prior experience working in a global team structure as the role requires to work in a global team set up
Professional & technical
Ideally with 5 or more years or more of private banking / wealth management knowledge and experience, specifically in a compliance officer, client documentation or RM Assistant role
Relevant higher educational and professional background
Sound familiarity with regulatory expectations and requirements
Understanding of cross border rules and regulations
We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our .
Is this not quite what you are looking for? Set up a job alert by creating a candidate account .

Skills Required