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Income Specialist 100% (f/m/d)

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

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.

We are seeking a detail-oriented and reliable professional with a banking or commercial background to handle corporate actions, tax refunds, securities transactions, and payment processing. The ideal candidate has strong German and English skills, works independently and collaboratively, and takes initiative in a dynamic operational environment.

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

  • 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

  • Banking apprenticeship, basic commercial training or high school diploma (preferably with banking experience)

  • Knowledge of securities (experience with administrative transactions an 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.

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