Front KYC Advisory Specialist Intermediaries
Julius Baer
About this role
A Front KYC Advisory Specialist at Julius Baer supports intermediaries RMs by preparing and maintaining accurate KYC documentation and client due diligence profiles in compliance with regulations. The role involves working directly with clients to collect and validate information, drafting KYC narratives, and ensuring quality onboarding and periodic reviews of private banking clients.
Skills
Qualifications
About Julius Baer
juliusbaer.comN/A
Recent company news
ReutersJulius Baer faces credit losses from insolvent Degag Group, report says
Oct 13, 2025
Bloomberg.comJulius Baer Was Key Lender to Collapsed German Firm Degag: HB
Oct 11, 2025
Yahoo FinanceJulius Baer Group Announces Changes to the Board of Directors
1 month ago
Funds SocietyThe Ten Months in Which Julius Baer Became “Stronger and Simpler” and Focused on the Future
Nov 26, 2025
WSJSwitzerland’s Julius Baer Draws Line Under Credit Review With New Charge
Nov 24, 2025
About Julius Baer
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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