About the role
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.
The broadening of our mandate to include Artificial Intelligence, Client Lifecycle Management (CLM), and E-Banking — in addition to the original focus on Wealth Navigator — requires additional support to sufficiently service our front-office users and end-clients. Dedicated support is needed to ensure strategic readiness for major upcoming projects in Switzerland, including the Direct Order rollout, Portfolio Analysis decommissioning, CLM BR switch, and host system replacement.YOUR CHALLENGE
Lead and coordinate adoption and engagement initiatives across multiple transformation programmes, including Wealth Navigator, AI, CLM, and E-Banking
Design and deliver targeted change management activities to enable smooth transitions and sustainable user adoption
Develop and implement training materials and communication plans tailored to diverse stakeholder groups
Facilitate workshops, sessions, and roadshows to engage users and address change barriers
Apply Agile methodologies to plan, iterate, and adapt engagement approaches throughout project lifecycles
Collaborate closely with project teams, business units, and IT partners to align adoption strategies with technical delivery timelines
Monitor and analyse user adoption patterns using relevant metrics and feedback mechanisms
Report on engagement progress and effectiveness to stakeholders and decision-makers
YOUR PROFILE
Relevant tertiary education or higher vocational qualification in Business Administration, Communications, Information Technology, or a related field
Demonstrable experience in Training & Change Management, preferably within digital transformation or IT-driven initiatives
Working knowledge of Agile methodologies and experience operating in fast-paced, iterative project environments
Strong Stakeholder Management capabilities across different levels and functions, with the ability to communicate complex topics simply
Proven ability to drive User Engagement in complex, multi-channel environments
Experience with Adoption Analytics - collecting, interpreting, and acting on user behaviour data to improve outcomes
Proficiency in using collaboration and project management tools such as Confluence and JIRA for documentation, task tracking, and team coordination
Fluent in written and spoken English; German language skills are considered a strong advantage
We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.
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Aplyr's read
Julius Baer is a leading Swiss private bank focusing on wealth management for high-net-worth clients, attracting talent in finance, compliance, and technology.
What's promising
- •Strong reputation in private banking enhances client trust and loyalty.
- •Global presence offers diverse career opportunities across regions.
- •Focus on technology and innovation supports modern banking solutions.
What to watch
- •High reliance on high-net-worth clients can increase vulnerability to economic downturns.
- •Regulatory scrutiny in the financial sector may impact operations.
- •Intense competition in private banking could pressure profit margins.
Why Julius Baer
- •Swiss heritage provides a stable and prestigious brand image.
- •Specializes in personalized wealth management for affluent individuals.
- •Emphasis on compliance and risk management ensures robust operational integrity.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Julius Baer
Julius Baer is a Swiss private banking group that specializes in wealth management and private banking services for high-net-worth individuals and families.
