Income Specialist - 100% (f/m/d)

Julius Baer is hiring an Income Specialist - 100% (f/m/d) in Zurich, Switzerland. Level rates it ; you can apply on Julius Baer.

Level's read on this job

On Level's scale, this role is Little AI ●○○○: aI is not part of the work.
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.

Responsible of conducting the business of the particular function in a way that the operations run smoothly, with good quality, in line with the agreed standards & goals and with risk management awareness. They contribute to the definition of new products/standards and implement them in the respective function and initiate the optimization of services/processes.

YOUR CHALLENGE

Ensuring the timely and correct processing of interest and dividend events
Supervision of tax refund processes in various markets
Reconciliation and correction of security and cash differences
Identification and processing of securities lending and borrowing positions and correspondence with counterparties
Processing of internal and external payments
Timely and competent management of the service mailbox and hotline

YOUR PROFILE

Banking apprenticeship, basic commercial training or high school diploma (preferably with banking experience)
Knowledge of securities (experience with administrative transactions an advantage)
High degree of self-interest and sense of responsibility
Ability to work in a team, collegiality and reliability
Independence, accuracy, resilience and flexibility
Very good verbal and written skills in German and English
Enjoyment of professional and technical details

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How we rate this

Income Specialist - 100% (f/m/d) at Julius Baer rates 36 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.