Senior Business Analyst - Client Relationship Management 80-100% (f/m/d) - (Contract through our external payroll partner, immediate start for 12 months, possible extension) — Julius Baer
- Location
- Zurich
- Contract
- other
- Posted
- —
Role overview
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.
In this role you will support the GPS Platform Transformation programme, focusing on Client Relationship Management (CRM) capabilities across Sales and Trading.
- 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.
- 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
Key requirements
- 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
Application process
- 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.
Additional details
- The role will bridge business and technology teams to improve client data management, CRM processes and system integrations, ensuring high-quality and scalable client data solutions.
- 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
Notes and original content
- YOUR CHALLENGE
- YOUR PROFILE
- 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
Questions about this listing
What salary does Julius Baer offer for this role?
Julius Baer lists CHF 101'500 - 154'000 gross per year for this position in Zurich. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Julius Baer offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Julius Baer during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Zürich?
EU/EFTA residents living in the border zone of the country adjoining Canton Zürich can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Zürich's cantonal migration office or with HR during the application.
How do I apply for this position at Julius Baer?
Use the "Apply now" button on this page — it links directly to Julius Baer's original listing at juliusbaer.wd3.myworkdayjobs.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
