Jobs at Julius Baer

Supports relationship managers and intermediary clients with trading and operational requests, including order placement, payments, loans, deposits, client communications, records, reports, meetings, and e-channel adoption. Processes transactions accurately, monitors maturities, coordinates investigations, and escalates risks while maintaining compliance with legal and internal policies. The role requires strong organization, client service, communication, financial-market knowledge, German and English fluency, and high risk awareness.

Analyzes organizational needs and business processes, documents requirements and systems, and translates business needs into feasible technical solutions. Collaborates with stakeholders and Scrum teams, considers regulatory and operating requirements, supports prioritization and change management, and validates delivery through test cases, procedures, and user acceptance testing.

Develop, configure, and maintain FIX integrations and message flows on the Financial Messaging Infrastructure (BCOM) using ITIVI Appia FIX, IBM MQ and IBM ACE. Configure FIX sessions, run FIX certification tests, support Markets projects and client onboarding, perform root-cause analysis for incidents, contribute to monitoring/automation (meshIQ), and participate in a rotating 24/7 on-call service.

Oversee and develop compliance frameworks for employee-related conflicts, mandates, secondary occupations, gifts and hospitality, and substantial shareholdings. Manage daily reviews, controls, reporting, investigations, regulatory monitoring, training, stakeholder coordination, and continuous improvement initiatives, including process digitalization.

Supports Relationship Managers and Group Heads with private banking client administration, meeting preparation, customized reporting, presentations, travel and expense coordination, and project initiatives. Maintains accurate client documentation, manages compliance and risk-control activities, follows up on deficiencies, records client interactions, and escalates concerns. Requires client-service orientation, private banking product knowledge, financial markets awareness, regulatory understanding, and representation under MAS SFA and/or FAA.

The Business Risk Manager supports the bank’s business risk management framework, assesses and mitigates risks, reviews processes and controls, and provides management reporting. The role coordinates with first- and second-line functions, supports audits and supervisory reviews, monitors incidents and remediation, contributes to risk training, and ensures regulatory and audit issues are resolved. Strong stakeholder management, analytical, project management, and banking risk expertise are required, along with Japanese proficiency and more than seven years of financial-industry experience.

Provide investment advice and asset allocation guidance to Greater China clients in partnership with Relationship Managers. Conduct portfolio reviews, manage investment risks, ensure regulatory compliance, and support assets-under-management growth. The role requires broad knowledge of equities, fixed income, funds, structured products, foreign exchange, and global portfolio strategies, along with strong client-management, commercial, and communication skills.

Prepare and maintain KYC documentation and client due diligence profiles for private banking clients. Partner with relationship managers on onboarding, periodic reviews, trigger events, client structures, and source-of-wealth/source-of-funds assessments. Validate documentation, ensure regulatory and internal compliance standards, address Compliance queries, escalate AML concerns, and contribute to process improvements and knowledge sharing.

Manages discretionary portfolios for clients across Greater China and Asia, constructing portfolios aligned with objectives and risk profiles. Engages clients in Mandarin and English, provides investment insights, prepares proposals and reviews, and partners with Relationship Managers to originate and convert opportunities. Ensures regulatory and mandate compliance while supporting portfolio performance, client satisfaction, net new flows, and CIOO business growth.

Serves as an AML transaction-monitoring subject matter expert by investigating unusual and potentially fraudulent transactions, performing enhanced due diligence, onboarding and event-triggered KYC reviews, assessing client risk and source information, documenting findings, escalating non-compliance, and monitoring remediation. The role collaborates with Compliance, Audit, Relationship Managers, HR, and international affiliates; supports fraud risk frameworks; delivers compliance training; and improves AML processes and procedures.

Prepare and maintain KYC documentation and client due diligence profiles for private banking clients. Collaborate with relationship managers on onboarding, periodic reviews, trigger events, SOW/SOF assessments, client structure reviews, and regulatory documentation. Ensure quality and completeness, address Compliance queries, escalate AML concerns, provide CDD guidance, and support process improvements and knowledge sharing.

Entry-level investment advisory role in Julius Baer’s Global Products and Solutions division. The associate will support client investment proposals, portfolio structuring, pitches, investment concepts, trade entry, and account-related tasks. The position includes rotations across wealth planning, asset-class specialists, and lending teams, with mentorship and training designed to develop future investment advisors. Candidates need a finance-related master’s degree, banking or asset-management experience, strong investment knowledge, analytical and communication skills, and native French with fluent English.

Develop and maintain Python, SQL, and Dataiku workflows for financial reporting, reconciliations, and data analysis. Extract and transform large datasets, support Product Control activities, build Tableau dashboards, validate financial data, document processes, and maintain critical control deliverables. Collaborate with finance and risk teams to improve processes and implement technical solutions while gaining experience in financial data automation and control assurance.

Leads software design, development, testing, integration, code reviews, architecture, and engineering quality while serving as Scrum Master. Facilitates agile ceremonies, supports backlog management, removes impediments, resolves conflicts, coaches team members, and drives continuous improvement. Collaborates with cross-functional teams, mentors junior engineers, and promotes scalable, secure, maintainable software delivery.

Support the Group CEO and Executive Board by developing corporate strategy, conducting market and competitor analysis, leading strategic initiatives, managing the strategic cycle, and preparing executive presentations and reports. The role coordinates cross-functional projects across finance, operations, communications, and business units, translating strategic priorities into actionable plans and measurable outcomes.

Reviews and approves onboarding for standard- and medium-risk private banking clients, assesses AML/KYC, source-of-wealth, sanctions, and legal-structure risks, and escalates higher-risk cases. Advises front-office, management, and risk committees on compliance matters, ensures adherence to MAS 626 and internal policies, manages regulatory requests, conducts quality checks, and leads a team of 5–8 onboarding officers.

Supports back-office operations control for Singapore and Hong Kong booking centres. Responsibilities include data extraction, management information and statistical reporting, regulatory and audit submissions, static table maintenance, market-rule setup, OTC derivatives reporting, trade validation approvals, subaccount opening, and user acceptance testing. The role requires coordination with stakeholders, careful data handling, risk awareness, regulatory compliance, and proficiency with Microsoft Office, macros, data extraction tools, MIS, and preferably VBA or SQL.

Reviews and processes private banking account-opening documentation, ensuring accurate and timely account setup, amendment processing, deficiency tracking, and escalation. Provides internal client support to Relationship Managers, assists with signature verification and information retrieval, supports process improvements and user acceptance testing, and collaborates with Legal, Compliance, and other stakeholders on documentation and regulatory requirements.

Lead the Emerging Markets Investment Advisory team, developing advisors and serving as a senior investment partner to relationship managers and UHNW clients. Provide culturally attuned portfolio strategy, asset allocation, market analysis, and investment recommendations across major asset classes. Ensure MiFID II compliance, governance, trade execution, and operational excellence while contributing regional insights and thought leadership. The role involves executive-level client engagement, team development, international travel, and collaboration with research, product, compliance, legal, and operations teams.

Leads technical change and lifecycle management for Flowable applications, overseeing architecture compliance, development, testing, release planning, vulnerability management, production readiness, and third-level support. Translates business requirements into technical capabilities, guides agile delivery teams, manages stakeholders, estimates development resources, and ensures adherence to governance and service management frameworks.