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

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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

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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.