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Julius Baer

Regulatory Business Analyst/Project Manager

Julius Baer
Switzerland · Full-time · Mid-Senior

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.

The Global Products and Solutions (GPS) division is at the heart of Julius Baer’s commitment to putting our Clients first. By pooling our global talents and capabilities, we drive innovative products, develop fresh ideas, execute trades and share our valuable wealth planning insights. Our goal is to make it easier, in collaboration with CIO Office and Credit, for our Clients and colleagues to work together and make informed decisions about their wealth, by providing them with the right tools and support.

YOUR CHALLENGE

  • Support the delivery of cross-location Risk & Regulatory projects within time and with high quality (E2E responsibility from business analysis, solutioning in close collaboration with the agile teams, syndication, testing to rollout and communication)
  • Lead the solution defining process considering regulatory requirements and business needs in the context of given frameworks and systems to facilitate best outcomes with available resources
  • Write implementation concepts and specification documents for the implementation of the business requirements
  • Organize, lead and participate within working groups, governance bodies and ensure documentation and protocoling of relevant decisions
  • Act as the central liaison with key stakeholders such as Risk, Compliance, Business and IT functions
  • Manage and set clear objectives with a holistic business impact view and escalate non-resolvable matters in a timely manner

YOUR PROFILE

  • Able to work independently in a global team setup and take ownership of initiatives, with a highly motivated and positive attitude
  • Client-centric approach for all deliverables
  • Solution-oriented and experience with working in an agile setup
  • Able to quickly innovate, troubleshoot problems and provide effective solutions
  • Fast learner and able to work under pressure to meet tight deadlines
  • Multi-tasking capabilities, good communication/coordination skills to deal with different levels of stakeholders
  • Strong analytical and presentation skills
  • Committed to high standards of quality and performance in all deliverables
  • Relevant higher educational and professional background with at least 5 years’ experience as a Business Analyst / Project Manager or equivalent in the private banking industry
  • Strong knowledge in the areas of client suitability (MiFID, FIDLEG), advisory and products & services topics
  • Good grasp of products and investment systems/processes in the global private banking context
  • Outstanding ability to manage global virtual teams and liaise with stakeholders at any seniority level
  • IT flair and understanding of the SDLC and agile delivery model within the financial sector
  • Strong command over MS Office and project management tools such as Confluence, JIRA etc.
  • Able to conduct in-depth data analysis and gap assessment, structure and document requirements and present solution options
  • Prior experience in the areas of advisory process, investment suitability, product governance and trading/execution will be highly advantageous

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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Key Skills

Ranked by relevance

data analysis confluence jira
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Posted
Jul 24, 2025
Type
Full-time
Level
Mid-Senior
Location
Zurich

Industries

Banking

Categories

Research Analyst Information Technology

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