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Senior Business Analyst - Client Relationship Management
Julius Baer sucht einen Senior Business Analyst für ein 12-monatiges Vertragsverhältnis in Zürich, der das GPS-Plattform-Transformationsprogramm im Bereich Client Relationship Management unterstützt. Die Rolle verbindet Business- und Technologie-Teams durch die Definition von Datenanforderungen, CRM-Integrationen und die Verbesserung der Kundendatenqualität.
Jobtitel und Details
- Senior Business Analyst - Client Relationship Management (f/m/d)
- Contract through our external payroll partner, immediate start for 12 months, possible extension
- Zurich
- Full time
Jobbeschreibung
- In this role will support the GPS Platform Transformation programme, focusing on Client Relationship Management (CRM) capabilities across Sales and Trading. The role will bridge business and technology teams
Verantwortlichkeiten / 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 and 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
- Produce business requirements, user stories, process flows and functional specifications via APIs and data integrations
- Quickly troubleshoot issues, applies sound judgement in controlled environments, and remains focused on delivery despite ambiguity or changing priorities
- Project management tool. Further communication via APIs and translations are documented via an account here
- Fluent in English; German is an advantage
Profile/Anforderungen
- 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 advantageous
- Strong analytical and problem-solving skills with the ability to translate business requirements into functional specifications and data integrations
- Communicates clearly across functions and cultures, influences decisions without formal authority, and navigates complex organisations to drive outcomes
- Agile ways of working team-first mindset to achieve shared goals
- Works independently and proactively in global teams, contributes to collaboration and communication tool. Further integration processes are documented via an account here
Jobdetails
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