At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.



Join Julius Baer's Control Framework & Risk Advisory team in Global Products & Solutions (GPS) as a Wealth Planning Business Risk Manager, where you will play a crucial role in maintaining the integrity and effectiveness of the Wealth Planning risk and control framework. As a key member of our team, you will have the opportunity to make a significant impact, drive efficiencies and promote our culture of risk management.



At Julius Baer, we are dedicated to delivering exceptional wealth management solutions to private clients and institutions worldwide. As one of the leading Swiss private banks, we combine over 130 years of heritage with forward-thinking innovation, offering bespoke advice rooted in market expertise and personal commitment.



The GPS unit plays a central role in shaping client-focused investment strategies, developing innovative financial products, and providing expert advisory across all major asset classes. By aligning global insights with local needs, we empower relationship managers with tailored solutions that meet evolving client needs.




YOUR CHALLENGE



As a GPS Wealth Planning Business Risk Manager, you will play a crucial role in maintaining the integrity and effectiveness of the Wealth Planning risk and control framework. As a key member of the team, you will have the opportunity to make a significant impact, drive efficiencies and promote our culture of risk management You will work alongside experienced experts to:

• Be the go-to Wealth Planning (WP) Business Risk Manager for the GPS division - provide expert guidance and risk advisory to the stakeholders, ensuring that key risks are addressed and mitigated


• Design, implement, evaluate, and maintain the control risk framework for GPS to strengthen the control landscape of the WP sub-unit in alignment to the Bank's internal control standards


• Manage the effectiveness of the controls across the WP sub-unit, identifying areas for improvement and mitigate potential risks to ensure adherence to regulatory requirements


• Assess impact of changes of bank-wide policies and ensure adjustments are reflected in the internal controls


• Administer the internal control tool (e.g. creating new controls, editing existing controls and assigning roles as required) centrally for WP sub-unit


• Deliver targeted training to promote our culture of risk awareness and risk management


• Collaborate with cross-functional teams and identify opportunities to enhance functional efficiency, proposing process/control improvements for the purpose of implementing effective controls to mitigate key business risks


• Represent the GPS unit in bank-wide committees, projects, and working groups dedicated to WP-relevant risks and/or control topics

YOUR PROFILE

• Bachelor's degree or equivalent higher education, preferably in Banking & Finance, Law, Accounting or Tax


• Further education in financial markets, financial planning or risk is a strong plus (e.g., CFA, CFP, FRM)


• Relevant Industry Experience: More than 5 years of working experience preferably in the private banking industry, with a focus on risk, legal, compliance, or Wealth Planning/Trust Fiduciary Services background


• Strong knowledge of risk management and audit principles


• Excellent interpersonal, communication, and presentation skills


• Good understanding of banking business, financial products, and processes related to Wealth Planning and/or Trust/Fiduciary Services


• Expertise in (in-depth) data analysis, gap assessments, and development of solution options


• Able to work independently in a global team setup, take ownership of initiatives, and having a precise, structured way of working


• Highly motivated personality with pronounced "can-do" attitude and solution orientation


• Fluent in English (German is a strong advantage)


• Eligibility to work in the country of application

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.



Is this not quite what you are looking for? Set up a
job alert by creating a candidate account here.