Jobs at Julius Baer

Support Relationship Managers in client administration, meeting preparation, onboarding, documentation, and relationship management. Handle client requests, draft proposals, manage calendars, ensure compliance, and contribute to process improvements to maintain high service quality and grow client relationships.

Provide proactive investment advice and asset allocation guidance to private banking clients, drive positive portfolio performance per risk profile, support AUM growth, collaborate with Relationship Managers, monitor compliance and risk, perform portfolio reviews, and contribute to team efficiency and client-facing business development.

Support Regional Heads by managing and implementing regional initiatives, coordinating meetings and committees, delivering analyses, reports and presentations, driving business management and administrative tasks, and building stakeholder partnerships across the bank.

Execute client tax reporting and withholding tax reclaim activities, manage complex controls and incidents, advise on problem resolution, support process improvements, maintain key tools and collaborate with stakeholders.

Maintain and enhance the Wealth Planning risk and control framework for GPS. Provide risk advisory, design and administer controls, evaluate control effectiveness, assess policy impacts, deliver training, collaborate cross-functionally, and represent GPS in bank-wide committees and projects.

Design and govern end-to-end solution architectures for enterprise AI/ML platforms. Ensure alignment with target architectures, security, MLOps, and data capabilities. Produce ADRs, coach engineering teams, translate ART-level designs into team solutions, identify risks and technical debt, and support PI planning and delivery.

Manage end-to-end administration and governance of global deferred compensation programmes. Provide advisory support to employees and executives, ensure compliance with tax and regulatory requirements, prepare board submissions, drive process digitalisation (Workday, EquatePlus), coordinate cross-functional stakeholders, support audit readiness, and propose improvements to plan design and controls.

You will lead the integration, development, and customization of the Front Arena platform to enhance risk and valuation capabilities while ensuring high availability, compliance, and performance improvements across trading and mid-office functions.

Lead the development of Java applications in private banking, manage technical upgrades, oversee a team of developers, and drive stakeholder interaction for IT deliveries.

Coordinate and manage penetration testing engagements and exposure management activities. Liaise with internal teams and external vendors, scope tests, provision environments, track remediation in ServiceNow VR, and report status to stakeholders while ensuring regulatory and audit compliance.

Represent Product Control in a core-banking replacement programme: gather and analyze Product Control requirements, develop and test solutions with IT, manage SIT/UAT/dress rehearsal testing, support change management and stakeholder communication, and ensure integration with trading platforms and reconciliation systems.

Lead a 14+ person team running tax reporting and reconciliation data processes, ensuring data quality and completeness, coaching staff, and driving transformation via automation, process engineering, and reusable analytics solutions.

Support Relationship Managers with client administration, meeting preparation, documentation, and customised client requests. Help manage risk controls, ensure regulatory compliance, assist in business management tasks, and contribute to process improvements and client service excellence.

Lead Valuation Control within Product Control, overseeing valuation governance, independent price verification, valuation adjustments (PVA/AVA), and fair value controls. Provide senior oversight of valuations across trading and treasury products, challenge Front Office pricing and models, enhance valuation frameworks and automation, support audits and regulators, and build a high-performing team to ensure accurate, auditable financial reporting and regulatory compliance.

The role requires leading global strategic initiatives, driving business opportunities, and supporting partnerships in the wealth management domain. It involves collaboration across teams and the development of strategy papers for senior stakeholders.

Manage accounting and financial reporting for domestic and international entities, prepare monthly statements and VAT returns, ensure ICS compliance, support IFRS and statutory reporting, perform analytical reviews, collaborate with tax/IT/payroll, support corporate transactions, drive process improvements and SAP initiatives, and provide technical accounting support.

Serve as the bridge between central functions and market-level intermediaries, providing front-line operational support, coordinating implementation of global initiatives, managing projects and governance, preparing senior-level briefings, and acting as deputy to ensure execution, escalation, and continuous process improvement for the Market Intermediaries Western Switzerland & Americas.

Support the Transformation Office by coordinating EoDB programme communications, developing AI and strategic initiative communications for senior stakeholders, creating executive-ready presentations and reports, and contributing to Transformation Office projects and reporting to drive adoption and portfolio execution.

The Credit Officer will manage credit risk for complex trading clients, structure transactions, prepare credit requests, and support credit methodology projects.

The Assistant Relationship Manager supports Relationship Managers in client administration, interaction, and daily operations while ensuring compliance with regulations and quality service. Responsibilities include managing calendars, preparing presentations, and risk management.