Julius Baer
This role supports Private Banking Relationship Managers by preparing and maintaining accurate Know Your Customer (KYC) documentation and client due diligence profiles in compliance with local regulations and internal standards. The specialist collaborates with RMs to validate client information, draft detailed KYC narratives, and ensure high-quality onboarding and periodic reviews for private banking clients. The position requires a meticulous professional familiar with private banking client profiles to manage KYC reviews, quality management, and regulatory responsibilities.
Headquarters
Zürich, Zurich, Switzerland
Company Size
5001-10000 employees
Founded
1890
N/A
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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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