Julius Baer
GPS Associate Wealth Planning Business Risk Manager(m/w/x)
Full-timeOn-siteSenior
Zürich
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JUJulius Baer
Junior Advisory Process & Risk Specialist – Global Products & Solutions (GPS)(m/w/x)
Zürich
Full-timeOn-siteJunior
Nejo AI Summary
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.
Requirements
- 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
Tasks
- 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.
Education
- Bachelor's degree
Languages
- English – Business Fluent
- German – Business Fluent
Tools & Technologies
- MS Word
- Excel
- PowerPoint
- FinSA
- MIFID II
- PRIIPs
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Julius Baer 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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JUJulius Baer
Junior Advisory Process & Risk Specialist – Global Products & Solutions (GPS)(m/w/x)
Zürich
Full-timeOn-siteJunior
Nejo AI Summary
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.
Requirements
- 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
Tasks
- 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.
Education
- Bachelor's degree
Languages
- English – Business Fluent
- German – Business Fluent
Tools & Technologies
- MS Word
- Excel
- PowerPoint
- FinSA
- MIFID II
- PRIIPs
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Julius Baer 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.
About the Company
Julius Baer
Industry
FinancialServices
Description
Das Unternehmen gestaltet die Zukunft des Wealth Managements und setzt auf individuelle Stärken.
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