Business Analyst - Client Lifecycle Management

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.

Bank Julius Baer is building a Global CLM (Client Lifecycle Management) Platform to be used in all its Processing Hubs and Booking Centres for Client Onboarding and Lifecycle Management. The Business Analyst serves as the connector between business and development teams and translates business needs into technical requirements for the development teams in an agile environment. The Global CLM Platform is a multi-year program built in-house and includes processes like Partner and Account opening, KYC, Lead & Prospect Management, Client Investment Profile, Periodic Client Reviews, Client Risk Management and Document Management, in accordance with global business needs and local regulations. The Business Analyst for the Global-CLM implementation will be responsible for the derivation of business requirements that are feasible to be integrated into the global CLM application. This requires coordination with business stakeholders as well as gaining a profound understanding of structures, the organisation’s business and operating model, and the applicable regulatory requirements. Successful candidates have previous experience of implementing Client Onboarding and Lifecycle Management processes and platforms, possess technical knowledge of CRM applications, an innovative mindset, are accomplished business analysts for medium to large projects. They are able to deal with ambiguity, drive for results, demonstrate courage and possess good decision quality. They are able to work with stakeholders remotely, create strong relationships and work effectively with scrum teams in Singapore, Switzerland, and Europe. The role will be located in Singapore.

YOUR CHALLENGE

Delivery Responsibilities

• Analyze needs and issues of the organisation or business domain
• Specify and document new business processes or systems
• Feasible integration of the business processes and needs into technical solutions (considering time and budget constraints) that enable the Scrum team to meet its objectives
• Align with (senior) business stakeholders to understand structures, the organisation’s business and operating model, and the applicable regulatory requirements
• Validate the fulfilment of business requirements by elaborating test cases, test procedure and user acceptance testing
• Ensure appropriate involvement of relevant business stakeholders throughout the whole project lifecycle

Regulatory Responsibilities &/OR Risk Management

• Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations

RANK

• Associate Director

YOUR PROFILE

SKILLS REQUIREMENTS

Personal and Social

• Excellent communication and stakeholder management skills. Enthusiastic collaborator and team player with a positive attitude
• Self-motivated, team-oriented and hands-on personality, comfortable in driving and managing change as well as challenging the status quo
• Strong conceptual, analytical and problem solving skills. Track record of prioritizing and making trade-offs by objectively evaluating opportunities vs potential pitfalls. Demonstrated data-driven decision making
• Ability to think pragmatically and drive execution of concepts. Analyse, prioritize, resolve issues and take decisions during challenging times
• Experience working in a global environment with distributed teams

Professional and Technical

• A minimum of a Bachelor’s degree or equivalent
• Proven experience as a Business Analyst in software delivery projects
• Strong understanding of Agile methodology (e.g. SAFe) and experience of partnering with IT in a Scrum setup
• Proficiency in Jira or similar Agile project management tools
• Good understanding of business processes, process design, and process re-engineering
• Strong stakeholder management skills
• Experience in finding operational synergies and performing impact analysis on business models, tools and processes
• Experienced in working with DevOps
• Experienced in applying testing methodologies, especially functional testing and user acceptance testing (UAT)
• Experience in the private banking and global wealth management industry with strong delivery record is a plus

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