Julius Baer

Financial Services

BusinessRiskManagerClientSuitabilityExpert80100%(f/m/d)

$145–195k ~AI est. Zurich, Switzerland FULL TIME
The Brief

“Business Risk Manager – Client Suitability Expert 80-100% (f/m/d) at Julius Baer. Skills: Client Suitability, Business Risk Management. Provide support to front office staff on client. Serve as central point of contact for tool-”

What You'll Achieve.

Strengthening front office support; Ensuring robust business oversight; Enhancing management reporting

Industry & Context.

Financial Services
Problems you'll solve

Analytical; Problem-solving

What They're Looking For.

Must Have

3 years of experience in a similar role in Private Banking Business, Banking apprenticeship and/or higher education

Nice to Have

Fluent English, German and French skills

What You'll Do.

Provide support to front office staff on client

Serve as central point of contact for tool-

Prepare monthly control result reports

Assess control results provided by the 2LoD

Identify patterns in control results

Discuss findings with relevant management

Define and drive suitability related training

Establish and maintain best practice guides

Share insights across teams

Lead change management activities within the 1LoD

Support onboarding of new front office employees

Support onboarding of new managers

Lead Suitability Champion sessions

Lead bi-monthly group heads exchange sessions

Perform suitability recurring control tasks

Act as liaison officer to GPS

Act as liaison officer to compliance control units

Represent the region in global suitability related projects

Represent the region in global suitability related initiatives

Exchange with representatives from other regions

How You'll Work.

Team & Collaboration

Stakeholder collaboration; Across the Bank; Across organizational levels; Across teams; With GPS; With compliance control units; With other regions

Communication Scope

Communication; Interpersonal skills; Professional manner

Process & Methodology

Change management

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