Julius Baer

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. Responsible for leading a team of employees in Group Internal Audit. Conduct independent, objective, and risk-based audits of various company and group business activities, following the annual audit plan or responding to special requests from the Board of Directors. Taking ownership for annual risk assessment and formulation of annual audit plan, execution of the annual audit plan, keeping up-to-date with audit and reporting standards, driving the development of new auditing techniques and foster integration with other audit team. Act as a role model by delivering value for clients, developing teams and talents, and working collaboratively across the Bank. YOUR CHALLENGE Support the head group internal audit in executing GIA’s mandate to achieve the goals set by JB group’s board of directors and the audit committee board Plan, lead and execute audits and/or project assurance assignments by taking responsibility to Issue audit planning memorandums, including identification of risks and definition of key audit objectives Complete and document the audit assignments on time, accurately, within budget and in line with audit standards and internal audit methodology Assess materiality of identified issues & related risks autonomously Present and discuss identified weaknesses and shortcomings with auditees and recommend feasible and value-adding actions Proactive monitor and follow-up on the implementation of the audit actions Lead annual risk assessments and audit planning in the responsible areas, lead special tasks (e.g., ad-hoc analyses), share best practices, and contribute to process and methodology improvements Communicate with senior management, external auditor and regulators alongside the head group internal audit Stay updated on regulatory changes and bank developments Promote to work in interdisciplinary teams (i.e. integrated process audits with IT, data analytics, project assurance/SMEs and other specialists, driving improvements in integrated audits) Coach and develop team members through regular feedback and guidance on audit assignments, fostering a positive and collaborative team spirit YOUR PROFILE Strong project management, audit, and assurance skills Leadership and teamwork skills with ability to work independently under pressure Analytical mindset with experience in data analysis and review of internal control systems Goal-oriented and structured work approach Strong interpersonal skills, personal integrity, and adaptability Minimum eight years of experience in internal/external audit in the financial industry, preferably in wealth management and private banking or a big four audit and advisory firm Audit related certification (e.g. CIA, CPA etc.) University degree or equivalent in economics, finance, banking, business administration, law, or similar field 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.

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. We are seeking an experienced and visionary leader to manage the offshore operations of our Global Enterprise Services (India) entity in India as the Chief Executive Officer. The successful candidate will be responsible for developing and executing the strategic plans for our Indian offshore operations, operational excellence and financial stewardship ensuring alignment with the overall Bank's strategy. The incumbent is responsible for operationally managing the Bank’s offshore vertical in India across multiple locations and will oversee the day-to-day operations, set strategic direction, and make key decisions to ensure efficient and high-quality service delivery. The appointed CEO will also be responsible to oversee the development activities on a day-to-day basis of our offshoring operations in Mumbai and Chennai. The ideal candidate possesses an entrepreneurial spirit, excellent interpersonal and communication skills, and a charismatic personality that commands respect from clients and colleagues at all levels. The candidate also displays genuine interest in people, be a natural team player, and demonstrate persistence, persuasiveness, and integrity. Mumbai serves as primary location of the CEO, which allows him or her to align closely with stakeholders from the India onshore business of the Bank. Secondary location will be Chennai and regular on-site presence there will be required. In particular the initial build-up phase will require on-site monitoring of activities in Chennai. YOUR CHALLENGE Major areas of responsibility include the following activities but not limited to: Entity management : The CEO will oversee the GES management team, corporate staff, and global stakeholders to achieve operational and developmental goals, while ensuring end-to-end management of all legal entity-related processes, including legal, regulatory, financial, HR-related, and operational elements. The successful candidate will be fully accountable for managing the legal entity from an operational and regulatory perspective. The CEO is also responsible to meet all regulatory required activities and responsibilities and holds full accountability for those. In addition, the CEO contributes to strategic entity development and long-term growth of the offshoring setup. Operational effectiveness : The CEO will successfully manage and develop all aspects of GES to ensure high-quality service delivery, increase operational efficiency, and foster team growth along the global pipeline. This includes as well implementing and developing cross-functional centres of competence to foster know-how transfer and servicing effectiveness. Risk management : The CEO will operationalize all dimensions of the Bank’s risk management framework, including a strong and effective control framework, in-line with legal, regulatory and Group policy requirements. This includes ensuring early identification and mitigation of potential risk as well as business continuity management. Financial stewardship : The CEO ensures all aspects of legal entity financial management in alignment with relevant stakeholders. He or she oversees and manages entity liquidity, budget as well as intra-group charging processes. This role includes the implementation of effective measures to increase cost efficiency and financial controls. Stakeholder management : The CEO builds and maintain strong and long-lasting relationships with all relevant global and local stakeholders, ensuring necessary involvement and regular alignments on all relevant topics. He or she will address stakeholder feedback and concerns proactively and ensures senior stakeholder involvement. The CEO also manages vendor relationships successfully. People management : The CEO ensures management of the GES team in-line with global governance framework requirements. He or she facilitates alignment to global frameworks and benchmarks (e.g. re. performance, compensation or promotion). The CEO initiates and conducts trainings and monitors development progress of team members in collaboration with respective functional leadership team. The CEO also handles HR related topics and issues on a daily basis. The successful candidate will have ownership of the overall GES people development framework and will be responsible for developing the workforce in alignment with global and local functional leads in a global matrix organization. Culture development : The CEO will foster an entrepreneurial and responsible leadership spirit and establish inclusive, cooperative and trustful working relationship with all team members. He or she will successfully foster a strong collaboration within the teams and centres of competence, ensuring open communication and active participation in team initiatives. This role also entails to identify and support development opportunities for team members to improve overall performance YOUR PROFILE Highly exceptional communication skills Thorough understanding of management and financial practices in all areas and phases of the bank’s operations and client lifecycle Excellent managerial and financial skills and the ability to take leadership over any business operations area Extensive professional experience in leadership roles We are looking forward to receiving your full job application through our online application tool.

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. We are seeking an experienced and visionary leader to manage the offshore operations of our Global Enterprise Services (India) entity in India as the Chief Executive Officer. The successful candidate will be responsible for developing and executing the strategic plans for our Indian offshore operations, operational excellence and financial stewardship ensuring alignment with the overall Bank's strategy. The incumbent is responsible for operationally managing the Bank’s offshore vertical in India across multiple locations and will oversee the day-to-day operations, set strategic direction, and make key decisions to ensure efficient and high-quality service delivery. The appointed CEO will also be responsible to oversee the development activities on a day-to-day basis of our offshoring operations in Mumbai and Chennai. The ideal candidate possesses an entrepreneurial spirit, excellent interpersonal and communication skills, and a charismatic personality that commands respect from clients and colleagues at all levels. The candidate also displays genuine interest in people, be a natural team player, and demonstrate persistence, persuasiveness, and integrity. Mumbai serves as primary location of the CEO, which allows him or her to align closely with stakeholders from the India onshore business of the Bank. Secondary location will be Chennai and regular on-site presence there will be required. In particular the initial build-up phase will require on-site monitoring of activities in Chennai. YOUR CHALLENGE Major areas of responsibility include the following activities but not limited to: Entity management: The CEO will oversee the GES management team, corporate staff, and global stakeholders to achieve operational and developmental goals, while ensuring end-to-end management of all legal entity-related processes, including legal, regulatory, financial, HR-related, and operational elements. The successful candidate will be fully accountable for managing the legal entity from an operational and regulatory perspective. The CEO is also responsible to meet all regulatory required activities and responsibilities and holds full accountability for those. In addition, the CEO contributes to strategic entity development and long-term growth of the offshoring setup. Operational effectiveness: The CEO will successfully manage and develop all aspects of GES to ensure high-quality service delivery, increase operational efficiency, and foster team growth along the global pipeline. This includes as well implementing and developing cross-functional centres of competence to foster know-how transfer and servicing effectiveness. Risk management: The CEO will operationalize all dimensions of the Bank’s risk management framework, including a strong and effective control framework, in-line with legal, regulatory and Group policy requirements. This includes ensuring early identification and mitigation of potential risk as well as business continuity management. Financial stewardship: The CEO ensures all aspects of legal entity financial management in alignment with relevant stakeholders. He or she oversees and manages entity liquidity, budget as well as intra-group charging processes. This role includes the implementation of effective measures to increase cost efficiency and financial controls. Stakeholder management: The CEO builds and maintain strong and long-lasting relationships with all relevant global and local stakeholders, ensuring necessary involvement and regular alignments on all relevant topics. He or she will address stakeholder feedback and concerns proactively and ensures senior stakeholder involvement. The CEO also manages vendor relationships successfully. People management: The CEO ensures management of the GES team in-line with global governance framework requirements. He or she facilitates alignment to global frameworks and benchmarks (e.g. re. performance, compensation or promotion). The CEO initiates and conducts trainings and monitors development progress of team members in collaboration with respective functional leadership team. The CEO also handles HR related topics and issues on a daily basis. The successful candidate will have ownership of the overall GES people development framework and will be responsible for developing the workforce in alignment with global and local functional leads in a global matrix organization. Culture development: The CEO will foster an entrepreneurial and responsible leadership spirit and establish inclusive, cooperative and trustful working relationship with all team members. He or she will successfully foster a strong collaboration within the teams and centres of competence, ensuring open communication and active participation in team initiatives. This role also entails to identify and support development opportunities for team members to improve overall performance YOUR PROFILE Highly exceptional communication skills Thorough understanding of management and financial practices in all areas and phases of the bank’s operations and client lifecycle Excellent managerial and financial skills and the ability to take leadership over any business operations area Extensive professional experience in leadership roles 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.

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. Lets shape the future of wealth management together. Responsible for leading a team of employees in Group Internal Audit. Conduct independent, objective, and risk-based audits of various company and group business activities, following the annual audit plan or responding to special requests from the Board of Directors. Taking ownership for annual risk assessment and formulation of annual audit plan, execution of the annual audit plan, keeping up-to-date with audit and reporting standards, driving the development of new auditing techniques and foster integration with other audit team. Act as a role model by delivering value for clients, developing teams and talents, and working collaboratively across the Bank. YOUR CHALLENGE Support the head group internal audit in executing GIAs mandate to achieve the goals set by JB groups board of directors and the audit committee board Plan, lead and execute audits and/or project assurance assignments by taking responsibility to Issue audit planning memorandums, including identification of risks and definition of key audit objectives Complete and document the audit assignments on time, accurately, within budget and in line with audit standards and internal audit methodology Assess materiality of identified issues & related risks autonomously Present and discuss identified weaknesses and shortcomings with auditees and recommend feasible and value-adding actions Proactive monitor and follow-up on the implementation of the audit actions Lead annual risk assessments and audit planning in the responsible areas, lead special tasks (e.g., ad-hoc analyses), share best practices, and contribute to process and methodology improvements Communicate with senior management, external auditor and regulators alongside the head group internal audit Stay updated on regulatory changes and bank developments Promote to work in interdisciplinary teams (i.e. integrated process audits with IT, data analytics, project assurance/SMEs and other specialists, driving improvements in integrated audits) Coach and develop team members through regular feedback and guidance on audit assignments, fostering a positive and collaborative team spirit YOUR PROFILE Strong project management, audit, and assurance skills Leadership and teamwork skills with ability to work independently under pressure Analytical mindset with experience in data analysis and review of internal control systems Goal-oriented and structured work approach Strong interpersonal skills, personal integrity, and adaptability Minimum eight years of experience in internal/external audit in the financial industry, preferably in wealth management and private banking or a big four audit and advisory firm Audit related certification (e.g. CIA, CPA etc.) University degree or equivalent in economics, finance, banking, business administration, law, or similar field 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. Show more Show less