Teams at Julius Baer

The Process Excellence Specialist will execute TOM modifications and process improvement projects to enhance client experience and efficiency, aligning with business strategies and managing cross-functional collaboration.

The Process Excellence Specialist executes TOM modifications and process excellence projects to improve client experience and efficiency in APAC. Responsibilities include diagnostics, workflow automation, change management, and risk compliance.

Support Relationship Managers with client administration, meeting preparation, customized reporting, documentation, and post-processing. Assist in presentations, investment proposal drafting, business management tasks, expense processing, risk controls, regulatory compliance, and process improvement to ensure high-quality client service and adherence to internal policies.