Senior Business Analyst - Client Relationship Management 80-100% (f/m/d)
Bahnhofstrasse 36, 8001 Zürich · Banken · Privatbank · >6500 · Deutsch
About Us
Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes.
YOUR CHALLENGE
Partner with business stakeholders to gather, analyse and document requirements, translating business needs into technology solutions Analyse, structure and model client, contact, legal entity and relationship data to support CRM and Sales processes Define business data requirements, data ownership and quality controls for client and relationship information Perform data mapping and source-to-target analysis across CRM platforms and related front-office systems Improve the accuracy, consistency and usability of client data, client hierarchies and business partner relationships Produce business requirements, user stories, process flows and functional specifications Collaborate with architects and developers to deliver CRM enhancements, integrations and data solutions Support testing, implementation and adoption of CRM capabilities
YOUR PROFILE
Bachelor's degree or higher in Computer Science, Information Systems, Finance or a related discipline 7+ years of business analysis experience within banking or financial services Strong experience with CRM platforms and client relationship management processes Proven experience in client data management, data modelling and relationship modelling Hands-on experience with data mapping, source-to-target mapping and data migration activities Understanding of Customer Master Data / Golden Source concepts, data governance and data quality frameworks Experience with business partner structures, client hierarchies and legal entity data Experience integrating CRM platforms with upstream and downstream systems via APIs and interfaces Strong analytical and problem-solving skills with the ability to translate business requirements into functional specifications Knowledge of Client Onboarding, Sales, Client Coverage or Wealth Management processes is advantageous Communicates clearly across functions and cultures, influences decisions without formal authority, and navigates complex organisations to drive outcomes Quickly troubleshoots issues, applies sound judgement in controlled environments, and remains focused on delivery despite ambiguity or changing priorities Works independently and proactively in global teams, contributes to collaborative Agile ways of working, and maintains a team-first mindset to achieve shared goals Fluency in English; German is an advantage
Fähigkeiten
Gehaltsspanne
Auf AnfrageDieser Arbeitgeber nennt die Gehaltsspanne im ersten Gespräch.
Benefits
UnterstütztBYOD wird je nach Inserat unterstützt.
Kontakt
For recruiting agents, please see the additional information here.
