Process Excellence Specialist

Job description

Julius Baer has embarked on an ambitious digital transformation journey to take the client experience to the next level. The initiative encompasses our private banking and intermediation businesses worldwide. We are expanding our team and looking for individuals who want to actively help shape the digital future of Julius Baer.

Tasks

The Process Excellence Specialist in APAC is a hands-on role that will implement Target Operating Model (TOM) modifications and process excellence projects and initiatives at JB Singapore and Hong Kong to improve the customer experience, operational efficiency, risk control, and scalability. The candidate will collaborate with business partners and technology teams, both regionally and globally, to identify, prioritize, and implement a range of improvements.

Scope & Impact

- Regional coverage: Singapore & Hong Kong, aligned with global TOM standards - Departments involved: Front, Middle, and Back Office; Risk; Legal; Compliance; Finance; COO/Operations; IT

Your challenge

Key Responsibilities

• Maintain the APAC TOM & Process Excellence Roadmap and provide support in prioritizing initiatives in line with global standards and regional expectations.
• Conducting end-to-end diagnostics, value stream mapping, as-is assessments, and to-be operating model design.
• Identify opportunities for efficiency, automation, risk reduction, and customer experience improvement using Lean Six Sigma and/or data-driven analysis.
• Defining baselines, KPIs, and other performance metrics aligned with management and stakeholder expectations; tracking and reporting on benefits.
• Development of implementation plans, updated controls, and sustainable, audit-ready process documentation.
• Achieving project milestones within the planned timeframe.

Change Management & Adoption

• Implementation of structured change management (readiness, communication, training) for process redesign initiatives.
• Promoting acceptance of newly designed processes and monitoring results after implementation.

Your profile

Requirements

Technical skills

• Process Excellence & TOM Expertise: Experience in process redesign, value stream mapping, operating model definition, and control frameworks.
• Lean Six Sigma: Green Belt (minimum) preferred; ability to apply DMAIC, root cause analysis, and continuous improvement techniques.
• Digital Activation: Familiarity with process mining, workflow automation (RPA/BPM), and analytics tools.
• Data-Driven Problem-Solving Skills: The ability to analyze performance trends, quantify benefits, and make fact-based decisions.
• Change Management: Experience in applying structured frameworks (e.g., ADKAR) to foster acceptance.
• Risk & Compliance Awareness: Understanding Regulatory Expectations