Business Risk Manager – Client Suitability Expert 80-100% (f/m/d)

08 May 2026
80 – 100%
Zürich

Job summary

Join Julius Baer, a leader in wealth management, shaping the future together. Enjoy a collaborative work environment with ample growth opportunities.

Tasks

Support front office staff on client suitability matters.
Prepare monthly control result reports at market and group levels.
Lead change management activities within the 1LoD.

Skills

3+ years in a similar role in Private Banking required.
Strong analytical and problem-solving skills necessary.
Fluent in English; knowledge of German and French is a plus.

Is this helpful?

About the job

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.

Business Risk Management (BRM) plays a critical role within the 1st Line of Defense (1LoD) in supporting the Region in managing and monitoring risk across the entire client lifecycle. BRM’s key responsibilities include risk-related advise to Front Management, support risk-related approvals, facilitate stakeholder collaboration (between the three lines of defence), deliver Regional and/or Market Risk Reporting and drive risk-related initiatives across the Bank. BRM is expected to act as a role model in terms of risk behaviour whilst delivering value for (internal) clients and working collaboratively across the Bank.
The role offers a unique opportunity to establish a new Suitability Competence Center, with the primary objective of further strengthening front office support across all organizational levels, ensuring robust business oversight and enhancing management reporting.

IHRE AUFGABEN

Provide comprehensive support to front office staff on client suitability matters

Serve as the central point of contact within the region for all tool- and process related topics

Prepare monthly control result reports at both market and group level

Assess control results provided by the 2LoD, including the identification of patterns, discussion of findings with relevant management and RMs

Define and drive suitability related training and awareness initiatives

Establish and maintain best practice guides on key areas and share insights across teams

Lead change management activities within the 1LoD for process- and tool related changes

Support the onboarding of new front office employees and managers

Lead the Suitability Champion sessions and bi-monthly group heads exchange sessions

Perform suitability recurring control tasks and conduct ACE sessions

Act as liaison officer to GPS (including the Suitability RTO) and compliance control units

Represent the region in global suitability related projects and initiatives

Exchange with representatives from other regions to share best practices

YOUR PROFILE

Personal and Social Skills

A natural team player with a proactive mindset and the ability to relate to colleagues from diverse backgrounds

Proven communication and interpersonal skills to deal with employees and stakeholders on different management levels

Always communicates in a competent and professional manner

Systematic, precise and diligent working style and the ability to oversee complexity and perform under pressure

Personal Integrity and ethical behaviour

Professional and Technical Skills

Banking apprenticeship and/or higher education

At least 3 years of experience in a similar role in the Private Banking Business

In-depth knowledge of suitability related processes, tools and frameworks, as well as general risk management principles

Strong analytical and problem-solving skills

Fluent language skills (verbal and written) in English, German and French would be an asset

Ability to adapt and thrive in a dynamic environment

Independent, efficient, proactive and meticulous working style

Proficient user in MS Office applications, Excel and PowerPoint skills

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 .

Is this not quite what you are looking for? Set up a job alert by creating a candidate account here .