Jobs at Julius Baer

Manages Lombard and mortgage credit risk activities, including transaction analysis, portfolio controls, distressed credit monitoring, collateral shortfall management, impaired asset reporting, legal documentation, and approval submissions. The role ensures compliance with local and group requirements, supports recovery strategies, collaborates with Credit and Legal teams, and contributes to credit-related projects and process improvements.

Supports Relationship Managers and Group Heads with client administration, meeting preparation, reporting, documentation, travel organization, expense claims, and customized client requests. Assists with investment proposals, marketing activities, projects, and process improvements. Maintains accurate client records, supports risk and compliance controls, follows up on deficiencies, and escalates concerns. Provides high-quality client service while ensuring adherence to private banking regulations, internal policies, and ethical standards.

Process securities transfer instructions across equities, fixed income, funds, structured products, derivatives and precious metals for Singapore and Hong Kong booking centers. Open and maintain custody accounts and static data in the core banking system, coordinate with custodians/sub-custodians, clear SWIFT exceptions, ensure payments (stamp duty/taxes/fees), and support regulatory and risk compliance.

Own and implement the engineering and integration layer for AI capabilities, prototype LLM/RAG pipelines, build APIs and pipelines, integrate AI into CI/CD and observability platforms, ensure security/compliance and traceability, and drive automation and developer productivity in cross-functional teams.

Support the operations and maintenance of the External Workforce Management model, ensuring compliance and efficiency across HR, Procurement, Finance, and Technology.

As a Data Management Specialist, you will co-design and monitor data management standards and processes, collaborating with various business units to drive data-centricity at Julius Baer.

Manages day-to-day operational, sales, administrative, reporting, risk-control, and budget activities for a wealth-management market team. Supports the Group Head with approvals, risk monitoring, strategic initiatives, team task management, sales-process coordination, performance analysis, meetings, communications, and process improvements. Requires strong organization, communication, analytical ability, client-service orientation, and proficiency with PowerPoint and Excel.

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.

Support the Regional CFO team on financial reporting, planning, reconciliations, and ad-hoc analyses. Assist with project management for finance initiatives, M&A support, financial modelling, and transformation projects to improve performance steering. Prepare commentary for senior management and help monitor initiatives.

Develop and configure custom applications in ServiceNow, manage system integration, automate workflows, and ensure performance optimization and adherence to security policies.

The role involves preparing and maintaining KYC documentation, ensuring compliance with regulations, and collaborating with Private Banking RMs to support client onboarding and reviews.

Manage Julius Baer’s global custodian and cash correspondent (Agent Bank) relationships, overseeing service delivery, contracts, fee negotiations, due diligence, market rule compliance, stakeholder collaboration, process optimisation, escalations remediation, and network development to support post-trade services and custody/payments expertise.

The ServiceNow Developer will develop ITSM, GRC/IRM, and SecOps solutions, focusing on custom applications, system integration, automation, and performance optimization while ensuring compliance with security policies.

Lead strategic and operational initiatives for the Intermediaries segment in Monaco: manage transformation rollouts, support governance, track KPIs and budgets, liaise with Compliance/Legal/Operations/IT/Markets, improve STP rates, and maintain process knowledge and controls.

The Relationship Manager oversees a portfolio of High/Ultra High Net Worth clients, delivering tailored wealth management solutions, acquiring new clients, and ensuring high satisfaction levels.

Manage day-to-day operational, sales and administrative activities for a relationship team, supporting the Group Head with approvals, reporting, analytics, process improvements, meetings, sales coordination, and budget/cost control.

The Assistant Relationship Manager supports RMs in client care and operations, manages calendars, prepares meetings, and ensures compliance. The role requires relationship management, risk control, and effective communication with diverse stakeholders.

Lead technical implementation of an enterprise data management ecosystem (IDMC) focusing on data governance, catalog, and data quality. Design and maintain metamodels, configure workflows, dashboards and UI, integrate data quality with governance/catalog, implement CAI processes, support reference data, document infrastructure/security/operations, and manage IAM roles.

Designs, develops, and maintains real-time data pipelines, backend services, and end-to-end data systems supporting analytics and AI. Responsibilities include data modeling, transformation, governance, security, quality, testing, and integration across cloud and distributed data platforms. The role requires hands-on work with Azure, Databricks, Spark, Delta Lake, event-driven architectures, containerized microservices, dbt, and BI tools, along with technical leadership and cross-functional collaboration.

Develop, maintain, and enhance financial platforms using Core Java and Spring. Collaborate for high-quality software solutions, optimize services, and support integration efforts.