Job offer

Credit Change & Innovation Officer

The Julius Baer Group is seeking a Credit Change & Innovation Officer to support the Credit Department in Asia in implementing system and process improvements and developing innovative solutions. The ideal candidate will have a strong analytical mindset, experience in the financial industry, and excellent communication skills.

Job description

The position of Credit Change & Innovation Officer offers the opportunity to perform analytical and support tasks for credit officers in Asia, with a focus on system-supported credit processes within the regional context.

Tasks

The main tasks include:
  • Assistance in identifying functional and operational requirements for applications related to Credit Asia
  • Partnership with credit leaders to identify digital needs for CRM Asia
  • Definition of the project scope and key deliverables, including the product vision, with regard to risk management capabilities, processes, and applications
  • Maintaining and updating requirements specifications, test cases, and process flows to support project preparation
  • Focus on customer value and the continuous improvement of products and roadmaps
  • Consolidation of budget estimates for submission by the deadline

Project Delivery

Responsibilities in the area of project delivery include:
  • Support for ongoing digital projects by coordinating documentation, scheduling, and tracking activities, milestones, critical paths, and dependencies
  • Overseeing the coordination of key initiatives to ensure consistency in the product roadmap
  • Identifying, tracking, and resolving risks and issues that may arise during the project lifecycle
  • Coordinating the preparation and execution of user acceptance testing and user acceptance
  • Participation in stakeholder forums to present analytical findings and support follow-up actions
  • Facilitate communication between IT and change management teams, front-office staff, and credit officers to ensure clarity and alignment
  • Preparing regular and detailed project status reports and convening progress meetings to keep CRM managers informed

Change Management and Communication

Responsibilities in the area of change management and communication include:
  • Managing transformations by leading or supporting implementation, communication, and training
  • Managing interactions and communication with stakeholders
  • Development and delivery of customized training sessions based on stakeholder requests
  • Communicating important changes and workarounds to customers and users

Requirements

The requirements for this position include:
  • Strong analytical skills, attention to detail, and structured problem-solving abilities
  • Ability to manage and demonstrate final products
  • An enthusiastic team player with a positive attitude
  • Excellent communication and stakeholder management skills
  • Proven ability to manage large cross-functional project teams
  • Demonstrated ability to interact with functional leadership at all levels

Professional and technical requirements

The professional and technical requirements include:
  • At least 2–3 years of professional experience in a financial institution, technology, or consulting environment, preferably

Job details

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