Client Service Network Officer - Asset Transfer & Documentation Verification

Julius Baer is hiring a Client Service Network Officer - Asset Transfer & Documentation Verification in Singapore, Singapore. Level rates it ; you can apply on Julius Baer.

Level's read on this job

Level rates this customer service role Little AI ●○○○: aI is not part of the work.
Level classifies it as a senior role.
Level lists 197 other open roles at Julius Baer.
The role was posted in the last few days.

AI in this role

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.

This is a middle office role supporting the independent validation and timely delivery of client’s instructions/ documents from the Front to Back Office for processing. The team also acts as a point of contact for the Front by supporting them with operational queries.

YOUR CHALLENGE

KEY FEATURES OF THE POSITION Stakeholder / Client Management

Act as the point of contact for the Front office – supporting operational queries

General

Perform independent verification and completeness checks of client’s instructions
Co-ordinate & ensure smooth and timely delivery of client’s instructions/documents between two
processing locations (SG and HK)
Process Closure of Accounts and all their related requests
Support quarterly Periodical Fee processing
Perform Signature Verification for non-account life cycle related documentation
Prepare Audit Confirmation for clients’ auditors
undefined

Regulatory Responsibilities &/OR Risk Management

Demonstration of appropriate values and behaviors 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 and Social

Meticulous and accurate in executing work assigned with a strong risk control approach
Able to multi-task and work under time sensitive environment
Team player with the capability to work independently
Excellent inter-personal skills
Proactive and able to take initiative

Professional and Technical

Degree with at least 5-7 years of related banking working experience
Previous experience in back office functionality is an advantage
Good Knowledge of asset transfer is also an advantage
Good Knowledge of MS Office software applications, Macros and Visual Basic knowledge as well as an aptitude for technology will be an added advantage

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

Is this not quite what you are looking for? Set up a job alert by creating a candidate account here.

How we rate this

Client Service Network Officer - Asset Transfer & Documentation Verification at Julius Baer rates 38 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

●●●● Builds AI80 to 100
●●●○ Works on AI60 to 79
●●○○ Uses AI40 to 59
●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Key facts

Client Service Network Officer - Asset Transfer & Documentation Verification is an open job at Julius Baer.
Level rates this role AI Level 1 of 4: Little AI.
The role is based in Singapore.
The job was posted on November 9, 2026.
Seniority: senior.
Applications are handled by Julius Baer. Apply on Julius Baer