CRM Data & Relationship Analytics Lead

Bank Julius Bär & Co. Ltd.; Zürich; Vor Ort; CHF 120.000 - 190.000; Vollzeit

Zusammenfassung

Julius Baer is seeking a Senior Business Analyst to support CRM platform transformations within Sales and Trading. You will bridge business and technology teams to improve client data management, CRM processes and system integrations, delivering scalable data solutions.

The role focuses on requirements gathering, data modelling, data governance and API integrations to enhance client master data across front-office systems.

Qualifikationen

• 7+ years of business analysis experience within banking or financial services.
• Strong experience with CRM platforms and client relationship management processes.
• Hands-on experience with data mapping, source-to-target mapping and data migration activities.
• Understanding of Customer Master Data / Golden Source concepts, data governance and data quality frameworks.
• Experience with data modelling, client hierarchies and legal entity data.
• Fluency in English; German is advantageous.

Aufgaben

• Partner with business stakeholders to gather, analyse and document requirements for CRM solutions.
• Analyse, structure and model client, contact, legal entity and relationship data for CRM and Sales processes.
• Define business data requirements, data ownership and quality controls for client information.
• Perform data mapping and source-to-target analysis across CRM platforms and related front-office systems.
• Collaborate with architects and developers to deliver CRM enhancements, integrations and data solutions.
• Support testing, implementation and adoption of CRM capabilities.

Kenntnisse

CRM platforms

data mapping

data modelling

requirements gathering

functional specifications

Ausbildung

Bachelor's degree in Computer Science/Information Systems/Finance

Tools

APIs

Jobbeschreibung

Julius Baer is seeking a Senior Business Analyst to support CRM platform transformations within Sales and Trading. You will bridge business and technology teams to improve client data management, CRM processes and system integrations, delivering scalable data solutions.

The role focuses on requirements gathering, data modelling, data governance and API integrations to enhance client master data across front-office systems.