Business Risk Manager – Client Suitability Expert 80-100% (f/m/d)

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.

Business Risk Management (BRM) plays a critical role within the 1st Line of Defense (1LoD) in supporting the Region in managing and monitoring risk across the entire client lifecycle. BRM’s key responsibilities include risk-related advise to Front Management, support risk-related approvals, facilitate stakeholder collaboration (between the three lines of defence), deliver Regional and/or Market Risk Reporting and drive risk-related initiatives across the Bank. BRM is expected to act as a role model in terms of risk behaviour whilst delivering value for (internal) clients and working collaboratively across the Bank.
The role offers a unique opportunity to establish a new Suitability Competence Center, with the primary objective of further strengthening front office support across all organizational levels, ensuring robust business oversight and enhancing management reporting.

YOUR CHALLENGE

• Provide comprehensive support to front office staff on client suitability matters

• Serve as the central point of contact within the region for all tool- and process related topics

• Prepare monthly control result reports at both market and group level

• Assess control results provided by the 2LoD, including the identification of patterns, discussion of findings with relevant management and RMs

• Define and drive suitability related training and awareness initiatives

• Establish and maintain best practice guides on key areas and share insights across teams

• Lead change management activities within the 1LoD for process- and tool related changes

• Support the onboarding of new front office employees and managers

• Lead the Suitability Champion sessions and bi-monthly group heads exchange sessions

• Perform suitability recurring control tasks and conduct ACE sessions

• Act as liaison officer to GPS (including the Suitability RTO) and compliance control units

• Represent the region in global suitability related projects and initiatives

• Exchange with representatives from other regions to share best practices

YOUR PROFILE

Personal and Social Skills

• A natural team player with a proactive mindset and the ability to relate to colleagues from diverse backgrounds

• Proven communication and interpersonal skills to deal with employees and stakeholders on different management levels

• Always communicates in a competent and professional manner

• Systematic, precise and diligent working style and the ability to oversee complexity and perform under pressure

• Personal Integrity and ethical behaviour

Professional and Technical Skills

• Banking apprenticeship and/or higher education

• At least 3 years of experience in a similar role in the Private Banking Business

• In-depth knowledge of suitability related processes, tools and frameworks, as well as general risk management principles

• Strong analytical and problem-solving skills

• Fluent language skills (verbal and written) in English, German and French would be an asset

• Ability to adapt and thrive in a dynamic environment

• Independent, efficient, proactive and meticulous working style

• Proficient user in MS Office applications, Excel and PowerPoint skills

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.

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