Client Documentation Generalist

LU30 - BJB Bank Julius Baer Europe S.A.

📍 Luxemburg City, Luxembourg, Luxembourg

Full time Financial Clerks Posted February 22, 2026

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Job Description

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. 
Client Documentation Service carries the client of Bank Julius Baer Europe S.A. during all stages of the client life cycle. The offering includes Advisory Offices in Luxembourg, Ireland, Spain, Portugal and Italy.
YOUR CHALLENGE
Account opening administration forPrivate clientsCorporate clientsInsurance accountsFinderExternal Asset ManagerExternal Financial AdministratorSelf-directed portfoliosDiscretionary Portfolio ManagementSpecials
Minor account administration
Changes in the client life cycleNew cash account openingNew portfoliosNew mandatesDeletion of PoANew PoA creationAmendments of signature rightsScanning and indexing of waiverHandling of missing docsAmendment static dataScanning / uploading and ...
                

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Job Details

Location

Luxemburg City, Luxembourg, Luxembourg

Job Type

Full time