Jobs at Julius Baer

Develop, deploy, and optimize machine learning and AI solutions, including multi-agent systems, RAG applications, LLM integrations, agentic workflows, and production AI models. Evaluate and improve model performance, prompts, and outputs while collaborating with platform, data engineering, data science, and cross-functional teams. Participate in software development, testing, debugging, code reviews, and lifecycle delivery within a DevOps environment.

Develop, deploy, and optimize machine learning and AI solutions, including multi-agent systems, tool-calling capabilities, RAG systems, and LLM-based applications. Evaluate and improve model performance, prompts, agentic workflows, and production reliability. Collaborate with platform teams, data engineers, data scientists, and stakeholders while contributing to testing, debugging, code reviews, and software development best practices.

Conduct name screening and searches for prospective and existing clients, review and document screening hits, escalate potential matches, and ensure accurate account-opening and lifecycle documentation. The role supports internal relationship managers, regulatory compliance, process improvement, user acceptance testing, and collaboration with Compliance and other stakeholders.

Supports Relationship Managers and Group Heads with private banking client administration, meeting preparation, reporting, presentations, business travel, expense claims, and client communications. Maintains accurate documentation, supports customized client solutions, assists with projects and process improvements, and helps manage compliance, risk controls, account-opening requirements, and pending issues. Requires Japanese proficiency, private banking product knowledge, financial markets awareness, and familiarity with relevant regulatory and cultural environments.

Supports the global Cyber Fusion Center through continuous security monitoring, L1/L2 incident response, threat intelligence, threat hunting, cyber investigations, detection engineering, and attack simulation. The role analyzes and remediates security incidents, supports audits and forensic activities, coordinates cyber risk management, and communicates control requirements and risk insights to stakeholders and senior management.

Process mandatory and voluntary corporate actions across global markets for Singapore and Hong Kong booking centres. Coordinate with custodians, brokers, agents, and internal teams; review SWIFT messages; reconcile positions, entitlements, and breaks; monitor confirmations and posting accuracy; resolve queries; support regulatory requirements, risk management, and user acceptance testing.

Prepare and maintain accurate KYC documentation and client due diligence profiles for private banking onboarding, periodic reviews, and trigger events. Draft source of wealth and source of funds narratives, assess client structures, validate documentation, address Compliance queries, escalate AML concerns, and support process improvements. The role partners closely with relationship managers and requires strong knowledge of KYC risk assessment, financial crime compliance, and regulatory standards.

Supports Relationship Managers and Group Heads with private banking client administration, meeting preparation, reporting, presentations, business travel, expense claims, and project initiatives. Maintains accurate client documentation, supports account openings and payment instructions, follows up on risk and compliance issues, and ensures regulatory adherence. Provides responsive client service, communicates feedback internally, and contributes to process improvements and business development activities.

Supports back-office client performance reporting and data quality management for Singapore and Hong Kong booking centres. Responsibilities include handling client performance queries, reviewing reports and statements, reconciling positions between T24 and Triple'A Plus, supporting regulatory controls and initiatives, and identifying process improvements. The role requires private banking experience, knowledge of performance calculations and asset classes, strong attention to detail, risk awareness, communication skills, and the ability to meet tight deadlines.

Leads the global strategic agenda for Global Products & Solutions, driving growth initiatives, partnerships, joint ventures, M&A support, market analysis, and cross-unit projects. Partners with business owners, Group Strategy, and Finance to deliver strategic recommendations and new business opportunities. Oversees project rollouts, senior management reporting, regulatory compliance, and stakeholder alignment while providing team leadership in a financial services environment.

Processes securities transfer instructions across equities, fixed income, funds, structured products, derivatives, and precious metals. Opens and maintains custody accounts, updates static data and counterparty settlement instructions, performs pre-trade validation, manages custodian communications, clears SWIFT exceptions, and coordinates tax and fee payments. The role also supports regulatory compliance, client queries, and user acceptance testing while ensuring accurate, timely, and policy-compliant operations.

Process mandatory and voluntary corporate actions across global markets for Singapore and Hong Kong booking centers. Coordinate with custodians, brokers, agents, and internal teams; review SWIFT messages; reconcile positions, entitlements, and breaks; monitor confirmations and postings; resolve queries; support user acceptance testing; and ensure regulatory, risk, and operational control requirements are met.

Lead the technical direction and evolution of an enterprise Design System. Design and maintain accessible reusable components, define front-end architecture and standards, govern versioning and releases, drive adoption across applications, and champion WCAG compliance. The role includes architecture reviews, stakeholder collaboration, code reviews, technical mentoring, developer enablement, and leadership of front-end engineering initiatives using modern web technologies, micro frontends, automated testing, and monorepo tooling.

The Business Risk Manager supports the bank’s business risk management framework, assesses and mitigates risks, reviews processes and controls, and provides management reporting. The role coordinates with first- and second-line functions, supports audits and supervisory reviews, monitors incidents and remediation, contributes to risk training, and ensures regulatory and audit issues are resolved. Strong stakeholder management, analytical, project management, and banking risk expertise are required, along with Japanese proficiency and more than seven years of financial-industry experience.

Provide investment advice and asset allocation guidance to Greater China clients in partnership with Relationship Managers. Conduct portfolio reviews, manage investment risks, ensure regulatory compliance, and support assets-under-management growth. The role requires broad knowledge of equities, fixed income, funds, structured products, foreign exchange, and global portfolio strategies, along with strong client-management, commercial, and communication skills.

Prepare and maintain KYC documentation and client due diligence profiles for private banking clients. Partner with relationship managers on onboarding, periodic reviews, trigger events, client structures, and source-of-wealth/source-of-funds assessments. Validate documentation, ensure regulatory and internal compliance standards, address Compliance queries, escalate AML concerns, and contribute to process improvements and knowledge sharing.

Manages discretionary portfolios for clients across Greater China and Asia, constructing portfolios aligned with objectives and risk profiles. Engages clients in Mandarin and English, provides investment insights, prepares proposals and reviews, and partners with Relationship Managers to originate and convert opportunities. Ensures regulatory and mandate compliance while supporting portfolio performance, client satisfaction, net new flows, and CIOO business growth.

Prepare and maintain KYC documentation and client due diligence profiles for private banking clients. Collaborate with relationship managers on onboarding, periodic reviews, trigger events, SOW/SOF assessments, client structure reviews, and regulatory documentation. Ensure quality and completeness, address Compliance queries, escalate AML concerns, provide CDD guidance, and support process improvements and knowledge sharing.

Support the Group CEO and Executive Board by developing corporate strategy, conducting market and competitor analysis, leading strategic initiatives, managing the strategic cycle, and preparing executive presentations and reports. The role coordinates cross-functional projects across finance, operations, communications, and business units, translating strategic priorities into actionable plans and measurable outcomes.

Reviews and approves onboarding for standard- and medium-risk private banking clients, assesses AML/KYC, source-of-wealth, sanctions, and legal-structure risks, and escalates higher-risk cases. Advises front-office, management, and risk committees on compliance matters, ensures adherence to MAS 626 and internal policies, manages regulatory requests, conducts quality checks, and leads a team of 5–8 onboarding officers.