Job offer
Senior Business Analyst - Client Relationship Management 80-100% (f/m/d) - (Contract through our external payroll partner, immediate start for 12 months, with the possibility of extension)
Julius Baer is seeking a Senior Business Analyst (80–100%) in Zurich for a 12-month project focused on transforming CRM capabilities in the Sales and Trading division. The role requires 7–9 years of experience in business analysis within the financial sector, as well as in-depth knowledge of CRM platforms and data management.
Tasks
- Support for the GPS Platform Transformation Program, with a focus on Client Relationship Management (CRM) capabilities in sales and retail
- Acting as a bridge between business and technology teams
- Defining business data requirements, data ownership, and quality controls for customer information
- Performing data mapping and source-to-target analyses across CRM platforms and related systems
- Improving the accuracy, consistency, and usability of customer data, customer hierarchies, and customer relationships
- Development of business requirements, user stories, process flows, and functional specifications
- Collaborating with architects and developers to deliver CRM enhancements and integration solutions
- Support for testing, implementing, and rolling out CRM capabilities
Requirements
- Bachelor's degree or higher in computer science, information systems, finance, or engineering
- 7–9 years of experience in business analysis in the banking or financial services industry
- Extensive experience with CRM platforms and client relationship management
- Proven experience in customer data management, data modeling, and relationship management
- Knowledge of the concepts of customer master data, golden source, data governance, and data quality frameworks
- Experience with business partner structures, customer hierarchies, and legacy entities
- Experience integrating CRM platforms with upstream and downstream systems; understanding of functional specifications
- Strong analytical and problem-solving skills, with the ability to translate business requirements
Job details