Operations Specialist

Julius Baer is hiring an Operations Specialist in Singapore, Singapore. Level rates it ; you can apply on Julius Baer.

Level's read on this job

Level rates this role Little AI ●○○○: aI is not part of the work.
Level classes it as a mid-level role.
Julius Baer has 190 other open roles on Level.
Posted within the past week.

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.

Being part of the back-office operations in the area of Operations Control for Singapore and Hong Kong Booking Centres primarily for supporting Client Performance Reporting & Data Quality Management, responsible for supporting queries in the daily operational Client Performance Reporting processing including related data quality control procedures

YOUR CHALLENGE

Client Management (internal & external)

Close collaboration with internal partners, external providers and relevant departments on client performance enquiry, controls/reports, and customised statements

Business Management

Related to the area of Client Performance Reporting & Data Quality Management:

Providing reliable, high quality business support to front unit

Support in the daily position reconciliation between core banking and portfolio management system (T24 vs Triple’A)
Provide support in new initiatives and projects

Process improvements, scalability measures and cost optimization opportunities

Regulatory Responsibilities &/OR Risk Management

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

Work with the relevant teams in fulfilment of regulatory requirements, complete mandatory trainings

YOUR PROFILE

Degree qualified and minimum of 2 years of relevant experience in Private Banking

Good understanding in Client Performance Reporting calculation methodologies including valuation, performance calculation, contribution / attribution, cost price calculation

Good knowledge of core banking system T24 and performance reporting system Triple’A Plus.

Good understanding of different asset classes with the ability to interpret business ops booking processes/transactions/product life cycle events and assess impact to position valuation and portfolio performance.

Proficiency in MS Office software and good presentation skills
Having eye for detail, risk/control mind-set, anticipate upcoming risks, ability to review processes and implement mitigating controls

Able to interact with people at various levels

High level of integrity, commitment and drive to excel in the role

Demonstrates initiative and passion and is an effective team-player

Able to work in a fast-paced environment and handle tight deadlines

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.

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How we rate this

Operations Specialist 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.