Income Specialist (100%) – Banking Operations

About the role

Julius Baer is looking for an Income Specialist (100%, f/m/d) in Zurich. The role is responsible for running the business of its particular function smoothly, with good quality, in line with agreed standards and goals and with risk management awareness. It also contributes to defining and implementing new products and standards, and initiates the optimisation of services and processes.

Key responsibilities

• Ensure timely and correct processing of interest and dividend events
• Supervise tax refund processes in various markets
• Reconcile and correct security and cash differences
• Identify and process securities lending and borrowing positions and correspond with counterparties
• Process internal and external payments
• Manage the service mailbox and hotline in a timely and competent way

Required profile

• Banking apprenticeship, basic commercial training or high school diploma (banking experience preferred)
• High degree of self-interest and sense of responsibility
• Team player, collegial and reliable
• Independent, accurate, resilient and flexible
• Very good verbal and written German and English
• Enjoyment of professional and technical details