Fiduciary Specialist

3 giorni fa

Milano, Italia Julius Baer A tempo pieno

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 to fulfil the mission of the Fiduciary Services and to deliver upon its value proposition as part of Comprehensive Client Solution.

**YOUR CHALLENGE**:

- Italian fiduciary Front Officer and attorney
- Relationship with customers for the opening and maintenance of fiduciary mandates and fiduciary administration of all kinds of assets
- Client prospecting, networking and commercial development
- Reporting and presenting to clients, asset managers, external Intermediaries, fiscal consultants
- 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

**YOUR PROFILE**:

- 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)
- Business transformation knowledge and project management skills (preferred)
- Very good Italian and English skills, written and oral, German and other languages would be an advantage

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