Julius Baer
GPS Associate Wealth Planning Business Risk Manager(m/w/x)
Vollzeitnur vor OrtSenior
Zürich
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JUJulius Baer
Junior Advisory Process & Risk Specialist – Global Products & Solutions (GPS)(m/w/x)
Zürich
VollzeitVor OrtJunior
Nejo KI-Zusammenfassung
Ensuring compliance for process changes in wealth management, mitigating operational risks with global stakeholders. Front-to-back private banking process understanding essential, risk-related topics interest needed. Exposure to global private banking operations.
Anforderungen
- Bachelor's degree or equivalent higher education (Banking & Finance, Business Administration, or Law preferred)
- Working experience in banking industry (risk, regulatory, compliance, financial markets, or advisory services focus preferred) (advantageous)
- Good front-to-back process understanding in Private Banking/Wealth management (advisory business, financial products, trading, sales, execution)
- Good understanding and strong interest in risk-related topics (client suitability, basic regulatory knowhow in FinSA, MIFID II, PRIIPs)
- Ability to conduct in-depth data analysis, gap assessments, and present solution options
- Proficiency in MS Word, Excel, and PowerPoint
- Excellent communication and presentation skills (English and German)
- Diligent, accurate, and reliable personality
- Critical and conceptual problem-solving with a growth mindset
- Ability to work independently, ownership, high motivation, and positive attitude
- Strong analytical, planning, and organizational skills
- Commitment to high quality and performance, ability to cope under pressure
Aufgaben
- Ensure compliance of process changes in projects and initiatives.
- Support development of the advisory process risk framework.
- Support maintenance of the advisory process risk framework.
- Support assessment of the advisory process risk framework.
- Identify and mitigate operational risks with global stakeholders.
- Support client-facing employees with advisory expertise.
- Guide employees on policy and regulation navigation.
- Conduct ad-hoc risk assessments and analysis.
- Establish and revise internal guidance.
- Establish and revise Wiki pages.
- Provide trainings as needed.
Ausbildung
- Bachelor-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Deutsch – verhandlungssicher
Tools & Technologien
- MS Word
- Excel
- PowerPoint
- FinSA
- MIFID II
- PRIIPs
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Julius Baer erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Noch nicht perfekt?
- Julius Baer
GPS Associate: Junior Wealth Planner Succession Switzerland(m/w/x)
Vollzeitnur vor OrtJuniorZürich - Julius Baer
GPS Associate: Junior Wealth Planner Succession Switzerland(m/w/x)
Vollzeitnur vor OrtJuniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme ; Junior Wealth Planner Succession Switzerland(m/w/x)
Vollzeitnur vor OrtJuniorZürich - Julius Baer
GPS Associate Programme ; Junior Wealth Planner Succession Switzerland(m/w/x)
Vollzeitnur vor OrtJuniorZürich
JUJulius Baer
Junior Advisory Process & Risk Specialist – Global Products & Solutions (GPS)(m/w/x)
Zürich
VollzeitVor OrtJunior
Nejo KI-Zusammenfassung
Ensuring compliance for process changes in wealth management, mitigating operational risks with global stakeholders. Front-to-back private banking process understanding essential, risk-related topics interest needed. Exposure to global private banking operations.
Anforderungen
- Bachelor's degree or equivalent higher education (Banking & Finance, Business Administration, or Law preferred)
- Working experience in banking industry (risk, regulatory, compliance, financial markets, or advisory services focus preferred) (advantageous)
- Good front-to-back process understanding in Private Banking/Wealth management (advisory business, financial products, trading, sales, execution)
- Good understanding and strong interest in risk-related topics (client suitability, basic regulatory knowhow in FinSA, MIFID II, PRIIPs)
- Ability to conduct in-depth data analysis, gap assessments, and present solution options
- Proficiency in MS Word, Excel, and PowerPoint
- Excellent communication and presentation skills (English and German)
- Diligent, accurate, and reliable personality
- Critical and conceptual problem-solving with a growth mindset
- Ability to work independently, ownership, high motivation, and positive attitude
- Strong analytical, planning, and organizational skills
- Commitment to high quality and performance, ability to cope under pressure
Aufgaben
- Ensure compliance of process changes in projects and initiatives.
- Support development of the advisory process risk framework.
- Support maintenance of the advisory process risk framework.
- Support assessment of the advisory process risk framework.
- Identify and mitigate operational risks with global stakeholders.
- Support client-facing employees with advisory expertise.
- Guide employees on policy and regulation navigation.
- Conduct ad-hoc risk assessments and analysis.
- Establish and revise internal guidance.
- Establish and revise Wiki pages.
- Provide trainings as needed.
Ausbildung
- Bachelor-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Deutsch – verhandlungssicher
Tools & Technologien
- MS Word
- Excel
- PowerPoint
- FinSA
- MIFID II
- PRIIPs
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Julius Baer erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Über das Unternehmen
Julius Baer
Branche
FinancialServices
Beschreibung
Das Unternehmen gestaltet die Zukunft des Wealth Managements und setzt auf individuelle Stärken.
Noch nicht perfekt?
- Julius Baer
GPS Associate Wealth Planning Business Risk Manager(m/w/x)
Vollzeitnur vor OrtSeniorZürich - Julius Baer
GPS Associate: Junior Wealth Planner Succession Switzerland(m/w/x)
Vollzeitnur vor OrtJuniorZürich - Julius Baer
GPS Associate: Junior Wealth Planner Succession Switzerland(m/w/x)
Vollzeitnur vor OrtJuniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme ; Junior Wealth Planner Succession Switzerland(m/w/x)
Vollzeitnur vor OrtJuniorZürich - Julius Baer
GPS Associate Programme ; Junior Wealth Planner Succession Switzerland(m/w/x)
Vollzeitnur vor OrtJuniorZürich