Julius Baer
Financial Services
ProcessExcellenceSpecialist
Neural analysis suggests this role is
optimal for Mid candidates.
“Process Excellence Specialist at Julius Baer. Skills: Process Excellence, TOM Delivery, Change Management, Digital Enablement. Maintain APAC TOM & Process Excellence roadmap. Support initiative prioritization”
What You'll Achieve.
Improve client experience; Improve operating efficiency; Improve risk control; Improve scalability; Deliver improved client experience; Deliver operating efficiency; Deliver flexibility
Industry & Context.
Data-driven problem solving; Root-cause analysis; Data-driven analysis
What They're Looking For.
Must Have
Over 5 years in process excellence/TOM, Lean Six Sigma Green Belt, Proven cross-functional delivery, Stakeholder management, Communication, Facilitation, Ability to lead without direct reports
Nice to Have
Experience in private banking, Experience in multi-geographic organisations, Experience with BI tools, Black Belt certification, PROSCI/ADKAR certification, Agile certification, Experience with Signavio, Experience with ARIS, Experience with Celonis, Experience with workflow automation platforms
What You'll Do.
Maintain APAC TOM & Process Excellence roadmap
Support initiative prioritization
Execute end-to-end diagnostics
Execute value stream mapping
Execute as-is assessments
Execute to-be operating model design
Identify efficiency opportunities
Identify automation opportunities
Identify risk reduction opportunities
Identify client experience opportunities
Define success measures
Develop implementation plans
Develop process documentation
Deliver project milestones
Execute structured change management
Drive adoption of redesigned processes
Monitor post-go-live results
Partner with Digital Delivery
Partner with Technology teams
Embed workflow automation
Support requirements definition
Support Agile delivery
Ensure target processes meet requirements
Maintain audit-ready documentation
Maintain evidence of controls
How You'll Work.
Team & Collaboration
Cross-functional teams; Business and IT partners; Front, Middle & Back Office; Risk, Legal, Compliance, Finance; COO/Operations; Regional and global teams; Cross-location teams; Global teams
Communication Scope
Workshop facilitation; Presentation skills
Process & Methodology
Agile delivery
Full Job Description
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. GENERAL DESCRIPTION Julius Baer has embarked on an ambitious digital transformation journey to bring our client experience to the next level. The initiative encompasses our private banking and intermediaries businesses globally. We are growing our team and are looking for individuals who want to actively shape the digital future of Julius Baer, the international reference in Private Banking. We offer you an environment and colleagues who motivate, challenge and help you advance and the opportunity to work on digital products and services that will make a difference for our clients. The candidate will be a member of the Digital Business Transformation Team in Asia, which manages and delivers the business project portfolio to support the Bank’s growth strategy in Asia. Together with partners from business and IT, aligned with the Bank's overall strategy, the unit delivers improved client experience, operating efficiency and flexibility to clients and internal stakeholders alike. The Process Excellence Specialist in APAC is a hands-on role that will execute Target Operating Model (TOM) modifications and process excellence projects and initiatives across BJB Singapore and Hong Kong to improve client experience, operating efficiency, risk control, and scalability. The candidate will partner with business users and technology teams, regionally and globally, to identify, prioritize, and execute a portfolio of improvements—combining Lean Six Sigma, process mining, and digital enablement, as relevant—and drive change adoption through structured change management. Scope & Impact • Regional coverage: Singapore & Hong Kong; alignment with global TOM. • Stakeholders: Front, Middle & Back Office, Risk, Legal, Compliance, Finance, COO/Operations, IT.
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