Job offer

Client Investment Reporting Specialist

The Julius Baer Group is seeking a Client Investment Reporting Specialist who will focus on preparing and managing client investment reports and providing support to front-office units. The ideal candidate holds a bachelor’s degree in finance or a related field and has 2–3 years of experience in the financial industry.

Zurich

Julius Baer Group Ltd.

100%

Tasks

Provide responsive support to Front Office units regarding client investment reporting inquiries, ensuring prompt resolution and excellent service
Assist in the processing of multi-bank reporting services, ensuring the accuracy of data received from various platforms

Requirements

Bachelor’s degree in finance, business, economics, or a related field
2–3 years of experience in operations within a financial services environment

We offer

No information available.

Original job description

Job details

Found on:

April 28, 2026

Employer:

Julius Baer Group Ltd.

job percentage:

100%

Place of work:

Zurich

Place found on:

https://juliusbaer.wd3.myworkdayjobs.com/en-US/External/job/Zurich/Client-Investment-Reporting-Specialist-100---f-m-d-----Contract-through-our-external-payroll-partner-with-immediate-start-until-31122027-with-possible-extension-_r-18347

About the employer:

The Julius Baer Group is a Swiss private bank.

It was founded in Zurich in 1890.

The focus is on international wealth management.

Today it is regarded as a leading provider in private banking.

Training opportunities powered by skillaware.