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Julius Baer is the leading Swiss private banking group with a focus on servicing and advising sophisticated private clients and a premium brand in global wealth management. That is why a comprehensive range of services and first-class service quality are essential - as are the committed teams that provide them.
Design and maintain adequate, efficient and comprehensive control framework in regards to quantitative and qualitative investment controls
Perform 2nd line of defence controls for discretionary and advisory mandates in regards to investment risk (allocation, diversification, investment universe, client restrictions etc)
Setup, improve and provide reports to management as well as maintain data management within controlling system
Communication and coordination with portfolio manager, portfolio advisor and relationship manager
Responsible for various projects (technical implementations, process management)
Support duties in various operative tasks
REQUIREMENTS Professional and technical
Degree in Business Information Technology/ Finance/ Economics or an equivalent educational background
Capability and interest to take over responsibility of operative IT related topics
Excellent skills in MS Office applications (Excel, Access, VBA, Sharepoint would be a plus) and SQL Server
Excellent language skills in German and English (oral and written form)
1-3 years of relevant working experience in Risk or Compliance in Private Banking
Knowledge of financial instruments and banking products
Personal and social
Able to work on own initiative, willing to take responsibility and ownership
Distinguished flexibility and efficiency
Good communication skills
Organized and reliable working style
Analytical skills, ability to assess the full scope of a problem and technical affinity
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