BusinessSupportHotlineOfficer

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. GENERAL DESCRIPTION The Business Support Hotline officer is a key member in the Client Service Network (CSN) team. He/she is responsible to provide support for account opening and account modification queries for Singapore Booked Portfolios from all Front members via phone and/or e-mail. He/she has to analyse and answer/handle the enquiry/request from Front members, as well as collaborate with subject matter experts from other units in the Bank, who are providing second level support. ## **YOUR CHALLENGE** **KEY FEATURES OF THE POSITION** **Stakeholder / Client Management** * “First point of Contact” for all queries in relation to account opening and account modification for Singapore Booked Portfolios. * Perform preliminary checks of account documentation and identification documents for legal entities and complex individuals. * Act as Subject Matter Expert to prepare and develop tools, checklists and other aides to support the account opening and account modification process for Singapore Booked Portfolios. **General** * Maintain the knowledge database of Business Support Hotline Team. * Document and maintain the Front members’ requests/enquiries received in the Bank’s ticketing tool, keep control over the issues list and see through each issue to closure in a timely manner. * Analyse and answer/handle the enquiry/request from Front members, as well as collaborate with subject matter experts from other units in the Bank, who will provide second level support. * Ensure activities performed are in compliance with relevant regulations and internal policies. * Perform Independent Call Back to clients for High Risk Transactions as a form of anti-fraud deterrence * Strong commitment to quality service and a desire to drive innovation and co