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.
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.Act as Subject Matter Expert with your knowhow in change-the-bank projects and initiatives to ensure that process changes are compliant and in line with respective regulations and policies
Support Senior Advisory Process & Risk Specialists as well as the global Risk Type Owner for Client Suitability in developing, maintaining, and assessing the advisory process risk framework to ensure its effectiveness and alignment with regulations and bank-wide policies
Collaborate with stakeholders globally to identify and mitigate operational risks
Support client-facing employees with your expertise on how to deal with day-to-day advisory related challenges and help them to navigate in line with policies and regulations
Conduct ad-hoc risk assessments and analysis to ensure oversight of process-related risks
Establish and revise internal guidance, Wiki pages and provide trainings if needed
Bachelor’s degree or equivalent higher education, preferably in Banking & Finance, Business Administration, or Law
Working experience in the banking industry, preferably in a role with focus on risk, regulatory topics, compliance, financial markets, or advisory services is an advantage
Good degree of front-to-back process understanding in Private Banking/Wealth management, namely in the advisory business which includes a solid understanding of financial products, trading, sales, and execution
Good understanding of and strong interest in risk-related topics with focus on client suitability (which includes basic regulatory knowhow in FinSA, MIFID II, PRIIPs etc.)
Ability to conduct in-depth data analysis, gap assessments, and present solution options
Proficient in MS word, Excel and PowerPoint
Excellent communication and presentation skills in English and German
Diligent, accurate, and reliable personality
Critical and conceptual problem-solver with a growth mindset
Able to work independently, and take ownership, with a highly motivated and positive attitude
Strong analytical, planning and organizational skills
Committed to high standards of quality and performance in all deliverables whilst coping well under pressure
We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.
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