Regulatory Business Analyst / Project Manager (AD/ D)

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.

Responsible for planning, managing and leading key strategic projects from initiation through completion, ensuring consistency with strategy, purpose and goals.

YOUR CHALLENGE

GENERAL DESCRIPTION

The incumbent shall support the analysis and execution of risk and regulatory Change the Bank (CtB) projects related to the Global Products & Solutions organisation, with a primary focus on the Bank’s advisory, suitability and execution processes. In particular, he/she shall participate in the risk, regulatory and/or legal assessment involving the relevant subject matter experts globally to define the requirements, prioritise the project pipeline and, when required, establish the solution concept and implementation blueprint. Further, he/she shall help to address the relevant requirements for decision in the relevant governance bodies and ensure the handover to the respective product managers who are responsible for the detailed specifications and IT development. The incumbent shall also build highly effective relationships across the Bank to maintain and improve knowledge of the business and recommend the most optimal solutions.

KEY FEATURES OF THE POSITION

Client Management (internal & external)

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

Team Spirit & Collaboration

Foster a culture of good teamwork (respect and support each other-inside the team and with other stakeholders) and contribute to the positive team atmosphere; cultivate an open and constructive feedback culture towards colleagues and stakeholders

Regulatory Responsibilities &/OR Risk Management

Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations

YOUR PROFILE

SKILLS REQUIRED FOR THE POSITION

Personal and Social

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

Professional and Technical

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 compliance, risk management and/or audit

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.

Is this not quite what you are looking for? Set up a job alert by creating a candidate account here.

r-16195