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Team Head Compliance and Money Laundering Reporting Officer 100% (m/f/d) / located in Milano

  • Job
    Full-time
    Expert Level
  • Legal
    Banking & Finance
  • Milan
  • Quick Apply

AI generated summary

  • You must have extensive compliance experience in EU and Italian regulations, strong in wealth management, regulatory dealings, project management, and stakeholder communication. Proficiency in English and Italian is essential.
  • You will ensure compliance with laws, train staff, report to regulators, analyze risks, lead projects, provide advice, and maintain quality and efficiency in the compliance function.

Requirements

  • Experienced Chief Compliance officer or Deputy Chief Compliance Officer with longstanding experience in terms of EU regulations and Italian regulation more specifically
  • Qualified Compliance and banking specialist, auditor, risk manager, compliance officer or similar
  • Vast experience in the international wealth management industry (HNWI, UHNWI) specializing in Compliance, Risk Management or Audit
  • Detailed knowledge of the EU and Italian regulatory framework and good understanding of international regulatory standards
  • Solid experience in dealing with regulators and respective requests
  • Solid project management experience as leader and project member
  • Proficiency in English and Italian (any further language is an asset)
  • Passionate with appetite for driving and implementing change with both a control and a service mind-set
  • Ability to deep dive and tackle topics “hands on” when required
  • Able to communicate with impact as well as build and maintain sound relationships with stakeholders locally and globally
  • Strong negotiator
  • Strong ability to define and lead the implementation of pragmatic and effective solutions
  • Please be informed that we will need to ask for a valid criminal record and a valid work authorization for the candidate receiving an offer from Bank Julius Baer Europe S.A.

Responsibilities

  • Ensure the compliance of BJBE with applicable banking and securities laws, regulations and internal guidelines regarding Securities Compliance, AML/CFT, Anti-Fraud and Sanctions
  • Collaborate closely with the BJBE Management and Head Office in order to ensure that the Compliance activities and staffing are commensurate with the business volume, business complexity and risk appetite of BJBE and Julius Baer Group Ltd.
  • Ensure that BJBE staff is trained and kept aware of significant compliance related topics and regulations
  • Maintain a sound and regular relationship with the Italian authorities and regulator
  • Ensure the respect of the reporting to the local regulators
  • Inform Italian regulators periodically about the compliance status of the Italian branch and ad hoc when required
  • Report significant potential weaknesses and breaches to the relevant supervisory authority transparently and at early stages
  • Implement and maintain all relevant global standards as defined in the Global Julius Baer Compliance Program in BJBE under consideration of the relevant local regulations and laws
  • Analyse periodically the business activities in the local entity in order to assess the existing compliance risks
  • Conduct appropriate controls following the “Three-Lines-of-Defence-Model” and ensure that the number and design of controls is commensurate with the level of risks (risk based approach)
  • Provide Management assurance by periodically testing the adherence to compliance rules
  • Prepare regular and ad-hoc reports for BJBE Management and Compliance Head Office with regard to the execution of compliance activities and respective outcomes
  • Provide advice to and liaise with BJBE Management on compliance related matters
  • Monitor relevant websites and other publications for announcements, updates, amendments and changes to regulations on an ongoing basis
  • Update BJBE Management in the location on any regulatory changes with relevance to their respective area of responsibility
  • Participate in the new business activities process
  • Participation in projects touching on compliance matters at BJBE or Head Office
  • Lead and/or participate in task forces
  • Act as a role model, for leadership, demonstrating and engendering a strong sense of integrity, passion for excellence and adherence to all the firm’s policies, principles, procedures and values within the team
  • Defining organization to guarantee efficiency, consistency and quality of delivery (definition of roles & responsibilities, guarantee permanent staffing, supervise team activities, define necessary trainings and support development of each team member)
  • Oversight and ensuring mandatory training and annual attestation, and ensuring that the entire function complies
  • Responsible for continuously ensuring the health and safety of all employees within their area of responsibility.

FAQs

What is the primary responsibility of the Team Head Compliance and Money Laundering Reporting Officer?

The primary responsibility is to act as a center of competence within the entity for Compliance and Anti/Money Laundering aspects, supporting and advising senior management and front employees on regulatory issues while independently monitoring the business.

Who does this role report to?

This role reports directly to the Chief Risk Officer of Bank Julius Baer Europe S.A. (BJBE) and collaborates with the Chief Compliance Officer of Bank Julius Baer Europe S.A., with a local reporting line to the Legal Entity Responsible.

What are the key compliance areas that the role will oversee?

The key compliance areas include banking and securities laws, regulations related to Securities Compliance, AML/CFT, Anti-Fraud, and Sanctions.

What qualifications are required for this position?

Candidates should be experienced Chief Compliance Officers or Deputy Chief Compliance Officers with strong experience in EU and Italian regulations, and possess qualifications as compliance specialists, auditors, risk managers, or similar.

Is knowledge of other languages beneficial for this role?

Yes, proficiency in English and Italian is required, and any further language is considered an asset.

Will the role involve liaising with regulators?

Yes, maintaining a sound and regular relationship with Italian authorities and regulators is a key responsibility of the role.

What type of experience is preferred for candidates applying to this position?

Candidates should have vast experience in the international wealth management industry, specializing in Compliance, Risk Management, or Audit, along with solid experience in dealing with regulators and project management.

What is the expected compliance training responsibility for this role?

The role is responsible for ensuring BJBE staff is trained and aware of significant compliance-related topics and regulations, as well as overseeing mandatory training and annual attestations.

Is working in a team a part of this role?

Yes, the role involves overseeing team activities, defining roles & responsibilities, and ensuring the health and safety of all employees within the area of responsibility.

Are candidates required to provide documentation upon receiving an offer?

Yes, candidates will need to provide a valid criminal record and valid work authorization upon receiving an offer from Bank Julius Baer Europe S.A.

Julius Baer is the international reference in wealth management, based on a solid Swiss heritage.

Finance
Industry
5001-10,000
Employees
1890
Founded Year

Mission & Purpose

Julius Baer is a financial institution that specialises in private banking and wealth management services, catering to high-net-worth individuals and businesses. The company's core focus is on providing personalised financial advice, investment solutions, and asset management services to help clients grow and preserve their wealth. Julius Baer's ultimate goal is to be a trusted partner in helping clients secure their financial futures and achieve their financial aspirations. Their purpose revolves around offering expert guidance and tailored financial strategies that enable clients to manage and grow their assets effectively, ensuring financial security and prosperity. Through their services, Julius Baer aims to empower their clients to make informed financial decisions and optimise their wealth management.

Benefits

  • Flexible Work

  • Financial Benefits

  • Family Programmes

  • Network & Communities

  • Sports, Leisure and Well-being