Cross Unit Relationship Compliance Officer 100% (f/m/d)

Julius Baer; Zürich; Vor Ort; CHF 100’000 - 130’000; Vollzeit

Zusammenfassung

A leading company in wealth management is looking for a compliance expert to manage the Cross-Unit Relationship Framework. The role involves developing policies, advising stakeholders, and ensuring compliance standards are met. Ideal candidates have a degree in a relevant field and at least five years of experience in private banking, demonstrate strong IT skills, and possess excellent communication abilities.

Qualifikationen

• Minimum of 5 years of experience in the private banking sector.
• Fluent in German and English; additional languages are a plus.
• Strong sense of responsibility and impeccable integrity.

Aufgaben

• Maintenance and development of the Cross-Unit Relationship Framework.
• Provision of advice to various stakeholders and representation of Compliance in projects.
• Definition and performance of controls to ensure adherence to the CUR Framework.

Kenntnisse

Communication

Proactive attitude

IT tools proficiency

Analytical skills

Ausbildung

Degree in Law, Economics, Audit or Finance

Tools

MS Office (particularly Excel)

Jobbeschreibung

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.

YOUR CHALLENGE

• Maintenance and development of the Cross-Unit Relationship Framework

• Global coordinator and subject matter expert of the Cross-Unit Relationship (CUR) topic

• Provision of advice to various stakeholders (Front, Legal, IT, COO area)

• Representation of Compliance in projects / lead of CUR related projects

• Maintenance and development of CUR-policies and Operational Guidelines for various set-ups; coordination of the implementation with local stakeholders

• Definition and performance of controls in order to ensure adherence to the CUR Framework

• Maintenance and development of the CUR Dashboards and establishment of ad-hoc reports

• Establishment and provision of trainings (e-learnings) related to the CUR topic

• Maintenance of the CUR intranet page

YOUR PROFILE

• Degree (Bachelor or Master) in Law, Economics, Audit or Finance

• Minimum of 5 years of experience in the private banking sector

• Proficient with IT tools, demonstrating advance skills in MS Office (particularly Excel)

• Excellent communication skills with the ability to articulate complex issues clearly

• Self-motivated team player with a proactive attitude, able to work independently

• Strong sense of responsibility and impeccable integrity

• Keen interest in tools and processes

• Fluent in German and English, any further languages are an advantage

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