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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
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