At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, entrepreneurial, empowered, and to create value beyond wealth. Global Products & Solutions (GPS) plays a central role in shaping client-focused investment strategies, developing innovative financial products, and providing expert advisory across all major asset classes. The GPS Platform Transformation drives innovation across the GPS platform to enable sustainable growth through cutting-edge technology, focusing on delivering maximum value at optimal cost while ensuring platform health, performance, and reliability.
Your tasks
- Work with cross-functional stakeholders to identify, analyse, and document business requirements, ensuring alignment with strategic objectives.
- Review existing business processes to spot gaps, inefficiencies, and risks, and recommend practical, measurable improvements.
- Convert business needs into clear delivery artefacts such as business requirement documents, user stories, process maps, acceptance criteria, and decision logs.
- Challenge requirements constructively, evaluate solution options, and help stakeholders reach clear decisions on scope, priorities, and expected outcomes.
- Document end-to-end user journeys or workflows, supporting architecture, product owners, and software development teams.
- Maintain requirements traceability, manage controlled change processes, and ensure alignment from discovery to delivery.
- Provide business analysis across FX and Precious Metals, including Spot, Forwards, Swaps, NDFs, Options, and Structured or Exotic Products.
- Produce end-to-end solution documents and implementation blueprints, collaborating closely with architects and SMEs to define strategic and scalable solutions.
- Analyse front-to-back FX and Precious Metals workflows across client onboarding/management, pricing, quoting, suitability checks, execution, booking, risk management, and post-trade processing.
- Partner with FX Institutional Sales, Trading, and Technology teams to drive enhancements to existing eFX platforms, including client onboarding, price composition and distribution, RFQ workflows including intervention, execution services, client reporting, and operational efficiency.
- Ensure requirements reflect product-specific conventions, including currency pairs, value dates, settlement methods, physical or cash delivery, and lifecycle events.
- Analyse existing FX/PM applications, interfaces, and processes to identify capability gaps, duplicated activities, control weaknesses, and opportunities for optimisation.
- Meet all legal, regulatory, and compliance standards/requirements.
- Adhere to the standards and expectations outlined in the relevant user manuals and guidelines.
- Demonstrate the highest standards of professional conduct including honesty and integrity, due care and diligence, fair dealing, effective management of conflicts of interest, continuous professional development, sound risk management, and compliance with applicable laws, regulations, and policies.
What you bring
- 7+ years of experience in business analysis, requirements engineering, and application support.
- Profound knowledge of FX and PM products, including application support for Sales, Relationship Managers, Traders, Operations teams, and End Clients.
- Strong understanding of Private Banking products, services, and client lifecycle processes, including onboarding, suitability and appropriateness assessments, client pricing, reporting, and regulatory requirements.
- Proven experience supporting FX Institutional Sales processes, including onboarding, sales coverage, pricing and quote distribution, Request for Quote workflows, suitability controls, revenue tracking, and client reporting.
- Knowledge of over-the-counter derivative structures and multi-leg option strategies, such as Risk Reversals, Straddles, Strangles, Bull Spreads, and Bear Spreads, would be an advantage.
- Strong understanding of FX e-Trading workflows across single-dealer and multi-dealer platforms, including client connectivity, price composition, trade execution, and transaction lifecycle management.
- Experience using delivery tools and Agile methodologies such as Jira and Confluence to manage requirements, maintain traceability, and support successful project delivery.
- Ability to translate complex business challenges into clear and actionable solutions and to troubleshoot effectively.
- Clear communication with stakeholders, technology teams, and control functions across functions, cultures, and distributed teams.
- Ability to influence decisions without formal authority and navigate complex organisations and decision paths.
- Ability to work independently and in a global team setup, taking on initiatives with a positive attitude and a collaborative, team-first mindset.
- Resilience in delivery despite ambiguity, changing priorities, or tight timelines, with motivation to achieve shared goals.
About the company
Julius Baer is a global wealth management company focused on client-centric investment strategies, innovative financial products, and expert advisory across all major asset classes.
The team
The GPS Platform & Services team strategically develops and drives innovation across the Global Products & Solutions platform, collaborating with cross-functional stakeholders and reporting to the Head of Sales Platform.