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.
Drive the development and successful delivery of digital trading capabilities for a large consumer base. Working with both business and technology, the role is responsible for defining requirements, managing priorities, coordinating cross-functional delivery, and ensuring solutions meet client, business, and regulatory needs. Working closely with a large number of stakeholders, the successful candidate will lead and ensure alignment on strategic initiatives that enhance the client trading experience and support the bank's digital transformation agenda.
YOUR CHALLENGE
- Lead requirements definition, target-state design, product roadmap and solution coordination and delivery of FX, Precious Metals (PM) and Exchange Traded Derivatives (ETDs) e-Trading capabilities for consumers
- Ensure alignment with stakeholders across the board including Business, Client & Partner Management, Credit, Trading Channels, Pre-Trade Controls, Access Management, Regulatory and Order Management, to achieve production readiness
- Act as the primary SME bridging business requirements and technology delivery, driving stakeholder alignment and solution decisions
- Coordinate end-to-end system integration, testing, migration planning, operating model readiness, and business adoption activities across
- Ensure successful delivery by proactively managing dependencies, risks, timelines, and stakeholder expectations
YOUR PROFILE
- 7+ years of experience delivering trading, execution, FX, capital markets, and platform transformation initiatives within Private Banking, Wealth Management, or Financial Services
- Strong understanding of FX/PM, ETDs, e-trading workflows, order lifecycle management, pre-trade controls, regulatory requirements, and digital channel platforms
- Proven experience managing end-to-end digital product lifecycles, including controlled pilot launches, end user testing, web analytics, client feedback, adoption measurement, and mass-rollout execution
- Demonstrated track record delivering complex, cross-functional initiatives with business and technology stakeholders, from requirements gathering through implementation and adoption
- Experience in Agile delivery environments, encompassing backlog management, prioritisation, user story definition, release planning, and stakeholder engagement
- Ability to translate business needs into clear functional requirements and pragmatic technology solutions, supported by strong analytical, technical, and problem-solving skills
- University degree in Business Administration, Finance, Economics, Information Technology, Engineering, or a related discipline; relevant project delivery, business analysis, change management, Agile, or project management certifications are advantageous
- Solid understanding of financial markets and digital platform delivery, with preferred exposure to e-Banking, trading platforms, or wealth management technology ecosystems
- Excellent stakeholder management and communication skills, with strong leadership and influencing capabilities to drive decisions in a matrix environment without direct reporting lines
- Highly organised, proactive, and delivery-focused, able to manage competing priorities in fast-paced environments while remaining adaptable, resilient, and solution-oriented amidst ambiguity and complex change
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