OperationsControl

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. Responsible of conducting the business of the particular function in a way that the operations run smoothly, with good quality, in line with the agreed standards & goals and with risk management awareness. They contribute to the definition of new products/standards and implement them in the respective function and initiate the optimization of services/processes. ## **YOUR CHALLENGE** **GENERAL DESCRIPTION** * Being part of the back-office operations in the area of Operations Control for Singapore and Hong Kong Booking Centres primarily for checking controls within Operations * Responsible for doing the Baer Controls, support data requests for Audit and Regulatory purposes, Business Contingency Management (BCM) documentation reviews and testing coordination, relevant Outsourcing arrangements review, Policy reviews and facilitate consultations, Contract Note Rules (CNR) monitoring and reporting, Operational Incident management, safe deposit contents, Tax Reporting, FATCA/CRS /QI, facilitate Client Tax Reporting, issuance of bank reference letter, Securities lending HK stamping support **KEY FEATURES AND ACCOUNTABILITIES** **Client Management (internal & external) ** * Close collaboration with internal partners, external providers and relevant departments on system and workflow improvements **Business Management** * Proactive in problem resolution and operational incident management ensuring to work with stakeholders to identify root causes, swift resolution and future avoidance * Work with various stakeholders to coordinate for client tax statements and monitor the turnaround time * Review policies, and facilitate consultation process and get it approved in a timely fashion * Complete Baer Control reviews, BCM plan review and execution, r