Senior CRM & Data Analyst—Banking & Wealth Tech

Julius Baer; Zürich; Vor Ort; CHF 110.000 - 170.000; Vollzeit

Zusammenfassung

Julius Baer in Zürich seeks a Senior Business Analyst to support the GPS Platform Transformation, focusing on CRM capabilities across Sales and Trading. You will bridge business and technology to improve client data management and CRM processes.

You will gather requirements, model client data and relationships, define data ownership and quality controls, and collaborate with architects and developers to deliver CRM enhancements and data integrations.

Qualifikationen

• Bachelor's degree or higher in a relevant field.
• 7+ years of business analysis experience within banking or financial services.
• Strong experience with CRM platforms and client relationship management processes.
• Proven experience in client data management, data modelling and relationship modelling.
• Hands-on experience with data mapping, source-to-target mapping and data migration activities.
• Understanding of Client Master Data / Golden Source concepts, data governance and data quality frameworks.
• Experience with business partner structures, client hierarchies and legal entity data.
• Experience integrating CRM platforms with upstream and downstream systems via APIs and interfaces.
• Strong analytical and problem-solving skills with the ability to translate business requirements into functional specifications.
• Knowledge of Client Onboarding, Sales, Client Coverage or Wealth Management processes is advantageous.
• Communicates clearly across functions and cultures, influences decisions without formal authority, and navigates complex organisations to drive outcomes.
• Quickly troubleshoots issues, applies sound judgement in controlled environments, and remains focused on delivery despite ambiguity or changing priorities.
• Works independently and proactively in global teams, contributes to collaborative Agile ways of working, and maintains a team-first mindset to achieve shared goals.
• Fluency in English; German is an advantage.

Aufgaben

• Partner with business stakeholders to gather, analyse and document requirements, translating business needs into technology solutions.
• Analyse, structure and model client, contact, legal entity and relationship data to support CRM and Sales processes.
• Define business data requirements, data ownership and quality controls for client and relationship information.
• Perform data mapping and source-to-target analysis across CRM platforms and related front-office systems.
• Improve the accuracy, consistency and usability of client data, client hierarchies and business partner relationships.
• Produce business requirements, user stories, process flows and functional specifications.
• 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 modelling

Data mapping

Business analysis

Stakeholder management

Agile collaboration

English fluent

Ausbildung

Bachelor's degree or higher in Computer Science, Information Systems, Finance or related

Tools

APIs

Data governance

Jobbeschreibung

Julius Baer in Zürich seeks a Senior Business Analyst to support the GPS Platform Transformation, focusing on CRM capabilities across Sales and Trading. You will bridge business and technology to improve client data management and CRM processes.

You will gather requirements, model client data and relationships, define data ownership and quality controls, and collaborate with architects and developers to deliver CRM enhancements and data integrations.