Job offer

Fiduciary Specialist

The Fiduciary Specialist position at Julius Baer in Milan involves performing fiduciary AML duties, assisting with digital transformation and representing the team on various matters. The ideal candidate will have experience in fiduciary client management and knowledge of the Italian tax and regulatory environment.

Job description

Tasks

  • Fiduciary AML duties and processes knowledge
  • Digital transformation proactive support to increase added value for clients
  • Support and deputize the team in all matters according to the existing or acquired expertise

Requirements

  • University degree in Finance, Economics or Business Administration
  • At least 5 years of experience in fiduciary client management as part of the Front office of an Italian fiduciary company
  • Experience in Italian client tax reporting (international knowledge is a plus)
  • Good knowledge in Italian fiduciary regulatory & tax environment
  • Accurate and independent work style, as well as precise and expeditious work (team working)

We offer

No explicit benefits mentioned.

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Job details

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