Job offer

Business Risk Manager – Client Suitability Expert (80–100%) (f/m/d)

The role of Business Risk Manager – Client Suitability Expert at Julius Baer in Zurich involves supporting the front office with client suitability issues and monitoring risks throughout the entire client lifecycle. The ideal candidate should have experience in private banking and possess strong communication and interpersonal skills.

Tasks

  • Providing comprehensive support to front-office staff regarding customer deposits
  • Serving as the central point of contact within the region for all tool- and process-related matters
  • Preparation of monthly monitoring reports at the market and group levels
  • Review of the audit results provided by 2LoD and discussion of the findings with relevant managers and RM's
  • Defining and implementing training and awareness initiatives related to customer deposits
  • Developing and maintaining best-practice guidelines in key areas and sharing insights across teams
  • Lead change management activities within the 1LoD for process- and tool-related changes
  • Assistance with hiring new front-office staff and managers
  • Leading the Suitability Champion meetings and the bimonthly group leader exchange meetings
  • Conducting routine monitoring tasks related to customer deposits and holding ACE meetings
  • Service as a liaison officer to GPS (including the Suitability RTO) and compliance monitoring bodies
  • Representing the region in global projects and initiatives related to customer prepayments
  • Exchange with representatives from other regions to share best practices

Requirements

  • A natural team player with a proactive attitude and the ability to connect with colleagues from diverse backgrounds
  • Proven communication and interpersonal skills for interacting with employees and stakeholders at various management levels
  • Always communicates competently and professionally
  • A systematic, precise, and meticulous approach to work, along with the ability to manage complex tasks and work under pressure
  • Personal integrity and ethical behavior
  • Banking training and/or higher education
  • At least 3 years of experience in a similar role in the private banking sector
  • Proficient user of MS Office applications, with expertise in Excel and PowerPoint

We offer

No information available.

Job details

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