Job offer
Senior Business Analyst - Client Relationship Management
Julius Baer is seeking a Senior Business Analyst for a 12-month contract position in Zurich to support the GPS platform transformation program within the Client Relationship Management division. The role bridges business and technology teams by defining data requirements, implementing CRM integrations, and improving customer data quality.
Job Title and Details
- Senior Business Analyst - Client Relationship Management (f/m/d)
- Contract through our external payroll partner, immediate start for 12 months, with the possibility of an extension
- Zurich
- Full-time
Job description
- In this role, you will support the GPS Platform Transformation program, focusing on Client Relationship Management (CRM) capabilities across Sales and Trading. The role will serve as a bridge between business and technology teams
Responsibilities / Key Responsibilities
- Define business data requirements, data ownership, and quality controls for client onboarding information
- Perform data mapping and source-to-target analysis across CRM platforms, internal systems, and related front-office customer management data
- Improve the accuracy, consistency, and usability of client data, client hierarchies, loan and relationship structures, and business partner information
- Collaborate with architects and developers to deliver CRM enhancements, integrations, and data solutions
- Develop business requirements, user stories, process flows, and functional specifications using APIs and data integrations
- Quickly troubleshoots issues, exercises sound judgment in controlled environments, and remains focused on delivery despite ambiguity or changing priorities
- Project management tool. Additional communication via APIs and translations are documented through an account here
- Fluent in English; German is a plus
Profiles/Requirements
- Experience with business partner structures, client hierarchies, and legal entity interfaces
- Experience integrating CRM platforms with upstream and downstream systems
- Knowledge of client onboarding, sales, client coverage, or wealth management is a plus
- Strong analytical and problem-solving skills, with the ability to translate business requirements into functional specifications and data integrations
- Communicates clearly across departments and cultures, influences decisions without formal authority, and navigates complex organizations to drive results
- Agile ways of working and a team-first mindset to achieve shared goals
- Works independently and proactively in global teams, contributes to collaboration and communication tools. Additional integration processes are documented via an account here
Job details
Training opportunities powered by skillaware.