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BABank Julius Baer & Co. Ltd.

Business Risk Manager – Client Suitability Expert(m/w/x)

Zürich
Full-timeOn-siteExperienced
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Assessing client suitability and preparing control reports for wealth management. Strong communication and stakeholder management skills required. Support for front office staff and tool/process ownership.

Requirements

  • Team player with proactive mindset
  • Ability to relate to diverse colleagues
  • Communication and interpersonal skills
  • Dealing with employees and stakeholders
  • Competent and professional communication
  • Systematic, precise, diligent working style
  • Ability to oversee complexity
  • Ability to perform under pressure
  • Personal integrity and ethical behaviour
  • Banking apprenticeship or higher education
  • At least 3 years in Private Banking Business
  • In-depth knowledge of suitability processes
  • Knowledge of suitability tools and frameworks
  • Knowledge of general risk management principles
  • Strong analytical skills
  • Strong problem-solving skills
  • Fluent English (verbal and written)
  • Fluent German (verbal and written)
  • Fluent French (verbal and written)
  • Ability to adapt to dynamic environment
  • Ability to thrive in dynamic environment
  • Independent working style
  • Efficient working style
  • Proactive working style
  • Meticulous working style
  • Proficient user in MS Office applications
  • Proficient Excel skills
  • Proficient PowerPoint skills

Tasks

  • Support front office staff on client suitability matters
  • Serve as central point of contact for tool and process topics
  • Prepare monthly control result reports for market and group
  • Assess control results from 2LoD, identify patterns, discuss findings
  • Define and drive suitability training and awareness initiatives
  • Establish and maintain best practice guides
  • Lead change management for process and tool changes
  • Support onboarding of new front office employees and managers
  • Lead Suitability Champion sessions and bi-monthly group heads exchanges
  • Perform recurring suitability control tasks
  • Conduct ACE sessions
  • Act as liaison to GPS and compliance control units
  • Represent region in global suitability projects
  • Exchange best practices with other regions

Work Experience

  • 3 years

Education

  • Vocational certificationOR
  • Bachelor's degree

Languages

  • English – Fluent
  • German – Fluent
  • French – Fluent

Tools & Technologies

  • MS Office
  • Excel
  • PowerPoint
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Bank Julius Baer & Co. Ltd. and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.

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