Full-Time
Financial Accountant
Private Banking
Updated on 9/4/2026
Julius Baer
5,001-10,000 employees
Provides private banking services worldwide
No salary listed
Frankfurt, Germany
In Person
Bachelor's
 Accounting (1) |
|---|
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- A completed degree in business administration, finance, accounting, or a commercial vocational qualification with further training, such as a certified balance-sheet accountant qualification.
- Initial or several years of professional experience in accounting, ideally in banking or finance.
- A strong tax background, particularly in value-added tax.
- Strong knowledge of accounting under German Commercial Code and good knowledge of International Financial Reporting Standards, especially for group reporting.
- Experience preparing monthly, quarterly, and annual financial statements.
- High numerical affinity and an understanding of complex data structures.
- A structured, precise, and solution-oriented working style.
- Strong communication and teamwork skills.
- Continuous willingness to learn and openness.
- Very good German and English skills, both spoken and written, and excellent Microsoft Office skills.
- High discretion when handling sensitive financial and banking data.
- Participate in monthly, quarterly, and annual financial statement preparation under German Commercial Code and International Financial Reporting Standards reporting to the group.
- Assess the tax treatment of business transactions, with a focus on value-added tax, including participation in advance value-added tax returns and annual value-added tax declarations.
- Co-own ongoing accounting processes, particularly in tax accounting.
- Post and monitor ongoing business transactions.
- Actively contribute to optimizing and further developing accounting processes.
- Act as a contact person for internal and external audit bodies.
- Experience with Avaloq as a core banking system.
Julius Baer Group Ltd. is a Swiss private bank that serves high-net-worth individuals and families. It focuses on wealth management, investment advisory, discretionary mandates, financing, and related private banking services. Customers’ assets are managed through personalized investment strategies, custody, and tailored financial planning delivered by relationship managers and specialists."
Company Size
5,001-10,000
Company Stage
IPO
Headquarters
Switzerland
Founded
1890
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Simplify's Take
What believers are saying
- H1 2026 net profit jumped 128% to CHF 673 million, a record.
- Dubai DET partnership and Nira Tanoko’s November 2026 hire target Southeast Asia growth.
- Net new money reached CHF 5.7 billion, and management targets 4–5% growth by 2028.
What critics are saying
- FINMA’s Signa enforcement assessment still blocks buybacks and hangs over 2026 capital returns.
- The revised risk and compliance framework slows net new money through 2027.
- Evie Kostakis’s 2026 CFO exit signals continued leadership churn after Philipp Rickenbacher’s removal.
What makes Julius Baer unique
- Julius Baer’s 25-country, 60-location network targets cross-border UHNW clients globally.
- Its Singapore, Hong Kong, and Dubai footholds sharpen Asia and Middle East coverage.
- Stefan Bollinger’s July 2026 results showed record CHF 547 billion AuM and resilient inflows.
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Benefits
Flexible Work Hours
Company News
Julius Baer's Monaco arm fined €1.5m over money-laundering failings. 04/09/2026 Julius Baer Wealth Management (Monaco) has been fined €1.5 million by the Principality's financial regulator for serious anti-money-laundering failings, the latest sanction against a portfolio management company as Monaco works to strengthen its defences against dirty money. The penalty was handed down by the sanctions committee of the Autorité Monégasque de Sécurité Financière (AMSF), whose decision - dated 25th August - was published in the Journal de Monaco on Friday 4th September and on the authority's website. It followed an on-site inspection of the firm carried out in October 2024. What the regulator found. The AMSF upheld both grievances against the company in full. A portfolio manager wholly owned by the Zurich-listed Julius Baer group, the firm had 25 staff and 908 client accounts at the time of the inspection, 44.1% of them classed as high or very-high risk, with 91.2% held with Bank Julius Baer Monaco. The first grievance concerned the way the firm organised its anti-financial-crime controls within the group. Under an intra-group agreement with Bank Julius Baer Monaco, it delegated due diligence on its highest-risk clients to the bank's compliance department while keeping lower-risk clients itself. The regulator found the arrangement was insufficiently framed: the agreement set out neither clear criteria for classifying client risk nor a documented process allowing the firm to satisfy itself that the checks carried out by the bank were complete, sound and up to date. Information, it found, flowed in one direction, without any mechanism for consolidation or joint decision-making. The effect, according to the decision, was that the firm had become dependent on the bank's checks without the contractual means to exercise real control over them - despite remaining ultimately responsible for meeting its legal obligations. The regulator found this had fed through into wider weaknesses, from the application of its risk-based approach and the identification of beneficial owners behind complex structures to establishing clients' source of wealth, screening against targeted financial sanctions and monitoring transactions. Suspicion reports filed hundreds of days late. The second grievance concerned the late filing of three suspicious-transaction reports, each submitted to the AMSF's financial-intelligence unit long after grounds for suspicion had emerged. In the first case, the beneficial owner of a client - a Russo-British national - was linked, by press reports identified during a 2021 review, to a corruption scheme, yet the firm did not file its report until June 2022, some 393 days later. The second concerned a €5 million payment credited in May 2019 to a Monaco company owned by a politically exposed person, which came from a counterparty the firm had not identified and could not properly document; the report was not filed until July 2023 - 1,202 days, or more than three years, after the transaction. In the third, two outbound transfers in mid-2023 triggered internal alerts, one of them to a payee whose bank details appeared on an altered invoice with no apparent link to the company that had issued it; that report followed 239 days later. The decision tied these delays back to the same governance weaknesses, finding that the split of responsibilities and information-sharing between the firm and the group bank had left it unable to report suspicions in time. Named for three years. The €1.5 million fine was set against a statutory maximum of €10 million. The committee weighed the firm's turnover, which rose from €25.7 million in 2023 to €27.9 million in 2025, and noted that it belonged to an international group with the resources to fund a compliant system. The AMSF rejected the firm's request to have the decision published anonymously, ordering it to appear in named form for three years before being anonymised. It observed that other entities in the Julius Baer group had already faced published anti-money-laundering sanctions since 2020 - in Switzerland, the United States, France and Singapore. A year of enforcement. The penalty is the latest in a run of sanctions by the AMSF, which replaced the former SICCFIN in 2023 and now serves as both supervisor and Monaco's financial-intelligence unit. In May it fined UBS (Monaco) €6 million, and in July it fined Moncrief Private Bank - formerly Banque Havilland (Monaco) - €1 million for repeat compliance failings. The drive comes as Monaco works to leave the Financial Action Task Force "grey list" of jurisdictions under increased monitoring, on which it was placed in June 2024.
Former Julius Baer banker joins difc-based external asset manager. Editorial Staff 31 August 2026 The business, Three Comma Capital Advisors, is based in the DIFC. Karthik Chandrasekaran (main picture), a former senior banker with Julius Baer and Citibank, among others, has been appointed as the chief investment officer of Three Comma Capital Advisors, an external asset manager operating from Dubai. A wealth management industry figure with more than 22 years' experience, he has specialised in multi-asset class products, investment advisory and capital markets, Chandrasekaran told WealthBriefing when contacted about the matter. In his Julius Baer role, Chandrasekaran was head of client solutions and business connectivity. He worked at the Swiss bank for three years and nine months and was based in Singapore. Three Comma Capital Advisors Limited (3CCA) is based in the Dubai International Financial Centre (DIFC).
Bank of Singapore hires Global South Asia team head. Ankit Swaika joins Bank of Singapore form Julius Baer. 24 August 2026 Bank of Singapore has appointed Ankit Swaika as team head, Global South Asia, effective 2 November 2026. Based in Singapore, he will report to Zubin Dabu, market group head, Middle East, Global South Asia and International. Swaika (pictured) is a private banking and investment advisory veteran with more than 25 years of global experience. Through his career he has had experience in client relationship management, investment advisory, structuring solutions, family office advisory and global market research. Swaika joins from Bank Julius Baer Singapore, where he spent almost a decade as a senior private banker responsible for supporting ultra-high-net-worth (UHNW) and high-net-worth (HNW) clients across Asia, Middle East and Europe. Prior to joining Bank Julius Baer, Swaika was a senior investment advisor at ANZ Singapore, serving clients across Southeast Asia, Europe, the Middle East and Africa. Earlier, he held senior roles including being head of investments, advisory and family office, with private wealth institutions in UK and Asia. During the past year, Bank of Singapore has strengthened its leadership bench and relationship management team in Singapore under the leadership of Zubin Dabu. Swaika's appointment follows another recent senior-level hire, Yatish Aron, who will also be joining Bank of Singapore as team head, Global South Asia, on 12 October 2026. Other hires in the last year include Bikram Sen as market head, Global South Asia, Priyanka Maheshwari who joined from HSBC Private Bank, Dinesh Chaudhary who joined from Julius Baer and Ritika Patel who joined from UBS. MORE ARTICLES ON
A ceo's guide to Zurich: discretion, precision, and old money. An American bank just topped Zurich's own private banking rankings, in the city that invented the category. Old money doesn't like that headline - but it's still setting up shop on the same street. Goldman Sachs now ranks as Switzerland's best private bank, according to an independent wealth management study, surpassing established Swiss names like Julius Baer, Pictet, and Lombard Odier - a genuinely striking result in the country that essentially invented modern private banking. The bank's Zurich office recently relocated to Bahnhofstrasse itself, the symbolic heart of Swiss financial power, and the general manager was candid about the significance: the move wasn't a reward for past performance, but a bet on the years ahead. That's Zurich in 2026 in a single story - a city whose institutions carry two centuries of old-money credibility, being genuinely reshaped by newer arrivals who've learned to play by the same rules of discretion and precision the city has always run on. Paradeplatz and Bahnhofstrasse: the actual center of gravity. Bahnhofstrasse functions as one of the world's most exclusive retail streets and a symbolic corridor of financial power, with nearby Paradeplatz widely regarded as the actual epicenter of Swiss private banking. For a visiting executive, this single street tells you most of what you need to know about how Zurich organizes itself: retail prestige, banking headquarters, and old institutional weight all compressed into a few blocks, walkable in the time it takes most cities to get you out of the airport. This concentration isn't incidental - it's the same logic behind Frankfurt's regulatory density I've written about separately, applied to private wealth instead of central banking. Julius Baer alone, headquartered at Bahnhofstrasse 36, manages roughly $500 billion in assets under management, one of several major institutions whose physical presence on the same handful of streets creates a genuine, walkable ecosystem of private banking expertise unmatched anywhere else in Switzerland. Salvador ordorica, stay connected for more travel and lifestyle inspiration. For more insights into travel, culture, and lifestyle tips, follow me @salvadorordorica The Spanish Group. If you're seeking professional translation and localization services to enhance your global ventures, visit The Spanish Group - your trusted partner in bridging cultures worldwide. Old money and new money now live on opposite shores. The culture underneath the wealth. Zurich runs on the same discretion-and-precision operating system I've written about for Swiss business culture broadly, but the city concentrates it more intensely than almost anywhere else in the country, precisely because so much of its economy depends on clients trusting that their financial information stays private. The city in 2026 blends corporate precision with discreet luxury, offering global connectivity without chaos and financial influence without volatility - for executives and investors, it functions less as a stopover and more as a genuine strategic gateway to the rest of Europe. This isn't marketing language divorced from how the city actually operates. I've written in more detail about how Swiss business culture exercises real hierarchy and authority with genuine discretion rather than open display, and Zurich's private banking sector is where that cultural pattern reaches its highest stakes - an industry built entirely on clients trusting that their business stays quiet, staffed by professionals whose entire training reinforces exactly the discretion the broader culture already expects of them. What this means for relocating, not just visiting. For executives and business owners weighing Zurich as a genuine base rather than a stopover, the financial calculus connects directly to the canton system I've covered separately. Zurich itself sits at the higher end of Switzerland's cantonal tax spectrum, meaningfully above Zug, Schwyz, or Nidwalden - a real tradeoff for anyone prioritizing pure tax efficiency over Zurich's specific concentration of banking infrastructure, cultural depth, and international connectivity. The honest framework: choose Zurich for the ecosystem itself - the banks, the talent, the walkable concentration of financial expertise on Bahnhofstrasse - and choose a lower-tax canton nearby if the wealth optimization matters more than proximity to that specific ecosystem. How to actually operate well in Zurich. The practical rules mirror the broader Swiss patterns I've written about, intensified. Formality by default, discretion around personal and financial topics unless a Swiss counterpart raises them first, and meticulous preparation before any meeting - Zurich's private banking sector runs on precisely this combination, and a foreign executive who brings it consistently will find the city's institutions remarkably receptive, once trust is genuinely established rather than assumed from the first meeting. The Goldman Sachs story is worth holding onto as the honest closing note. Zurich's old-money reputation is real, and it still shapes the city's geography, its institutions, and its social rhythms. But the city has also shown a genuine willingness to let outsiders in when they play by its rules well enough - an American bank now sets the benchmark inside the very system it was once considered an outsider to, on the same street that's carried Swiss financial prestige for two centuries. That's the real lesson for any executive sizing up Zurich: the city's discretion and precision aren't a closed door. They're simply the entry price. Stay connected for more travel and lifestyle inspiration. For more insights into travel, culture, and lifestyle tips, follow me on Instagram @salvadorordorica. If you're seeking professional translation and localization services to enhance your global ventures, visit The Spanish Group - your trusted partner in bridging cultures worldwide. For more insights into travel, culture, and lifestyle tips, follow me @salvadorordorica If you're seeking professional translation and localization services to enhance your global ventures, visit The Spanish Group - your trusted partner in bridging cultures worldwide.
Julius Baer appoints Nira Tanoko as South East Asia market head. Julius Baer has appointed Nira Tanoko as market head for South East Asia, as the Swiss private bank seeks to expand its business across the region. Tanoko will join Julius Baer on November 2, 2026, from Bank of Singapore and will be based in Singapore, the bank said in a statement. In her new role, she will lead Julius Baer's South East Asia business, with responsibility for driving growth, strengthening its talent base and overseeing teams serving high-net-worth and ultra-high-net-worth clients across key regional markets. She will also work with the bank's product and investment specialists on developing solutions for clients. "South East Asia remains a strategically important market with significant long-term growth potential," said Jimmi Lee, region head Asia at Julius Baer. Lee said Tanoko's knowledge of the region and leadership experience positioned her to lead the business through its next phase of growth. Tanoko has more than 20 years of wealth management experience and was most recently market head for Indonesia at Bank of Singapore. The appointment comes as Julius Baer marks 20 years of operations in Singapore and Hong Kong in 2026.