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Process Excellence Specialist
The Process Excellence Specialist at Julius Baer is responsible for implementing process optimization projects and initiatives in Asia to improve the customer experience, operational efficiency, and risk control. The ideal candidate has experience in process optimization, Lean Six Sigma, and change management, as well as strong communication and leadership skills.
Job description
The Process Excellence Specialist is a hands-on role that implements Target Operating Model (TOM) modifications and process excellence projects and initiatives in APAC to improve the client experience, operational efficiency, risk control, and scalability.Tasks
The main tasks include:- Maintaining the APAC-TOM and Process Excellence Roadmaps and assisting with the prioritization of initiatives
- Conducting diagnostics, value stream mapping, root cause analyses, and operating model design
- Identification of opportunities for efficiency, automation, risk reduction, and client experience
- Definition of Baseline, KPIs, and Other Success Criteria
- Development of implementation plans and updated controls
- Timely delivery of project milestones
Requirements
The requirements include:- Process Excellence and TOM Expertise
- Lean Six Sigma: Green Belt (or equivalent) preferred
- Digital Enablement: Familiarity with process mining, workflow automation (RPA/BPM), and analytics
- Data-driven problem-solving approach: Ability to analyze performance trends, quantify benefits, and make fact-based decisions
- Change Management: Experience with structured frameworks (e.g., ADKAR)
- Risk and Compliance Awareness: Understanding Regulatory Expectations, Operational Risks, and Audit Requirements in Banking
Leadership skills and behavioral competencies
Leadership competencies and behavioral competencies include:- Stakeholder influence: Strong ability to align senior leaders and manage cross-functional teams without direct authority
- Strategic thinking: the ability to develop roadmaps, prioritize initiatives, and balance business needs with constraints
- Excellence in Execution: Delivering Results Under Pressure Through Strong Planning, Prioritization, and Follow-Through
- Communication and Facilitation: A clear, precise communicator with strong workshop facilitation and presentation skills
- Collaboration and Partnership: Effective collaboration with front-, middle-, and back-office teams, as well as cross-regional and global teams
- Adaptability and resilience: A self-starter who thrives in dynamic environments and challenges the status quo
Qualifications and experience
Qualifications and experience include:- University studies or relevant tertiary education
- 3–5 years of relevant experience (Treasury, Operations; preferred)
- Experience with B3 tools (Tableau, Data, Power BI) is preferred
- Black Belt, PRINCE2/ADKAR, or Agile certification is a plus
- Experience with Signavio, ARIS, Celonis, or workflow automation platforms is a plus
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