Credit Change & Innovation Officer

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.

GENERAL DESCRIPTION The candidate provides dedicated analytical and support to Credit Officers across Credit Asia, focusing on system-driven credit processes within the regional framework.

The candidate collaborates closely with business stakeholders from the Front, COO, CRO, Operations, GPS, Finance, Compliance to ensure smooth adoption and utilization of Asia Credit-related applications (e.g., CRM, T24, L&D, Doxter, Payment Hub, Murex) by enabling effective data interpretation, requirement documentation, and testing assistance. The role serves as a conduit between Credit teams and change/initiative owners, facilitating execution and acts as the main point of contact for Credit Asia for IT related incidences.

The coverage excludes the management of Unified Credit Check Engine (UCCE).

YOUR CHALLENGE

KEY FEATURES AND ACCOUNTABILITIES

Core Responsibilities

Support gathering of functional and operational input for applications impacting Credit Asia (eg. CRM, LnD, Doxter, T24, Murex, Front Arena, etc) ensuring an end-to-end implementation

Partner with Credit leads to identify digital needs for CRM Asia

Define project scope and key deliverables with product vision respective to Risk management capabilities, processes and applications

Maintain and update requirement logs, test cases and process flows to aid project readiness

Focus on customer value and continuously drive product improvements and roadmap

Consolidate budget estimates for submission within timeline

Project Delivery

Provide support to ongoing digital projects by coordinating documentation, scheduling walkthroughs, and tracking action items, milestones, critical path and dependencies

Drive coordination of key initiatives to enable consistency in the product roadmap

Identify, track and resolve risks and issues that may arise during the lifecycle of the project; proactively propose mitigating actions

Coordinate preparation and execution of User Acceptance Testing and User sign-off

Attend stakeholder forums to represent analyst-level insights and assist in follow-up actions post-meetings

Facilitate communication between IT/change teams, Front and Credit Officers to ensure clarity and alignment

Issue regular & accurate project status reports and institute progress meetings to keep CRM leads informed

Change Management and Communications

Drive transformation by running or supporting the implementation, communication and training

Manage interactions and communication with stakeholders

Develop and deliver customized training sessions based on stakeholder requests

Communicate key changes and workarounds to clients and users

Regulatory Responsibilities &/OR Risk Management

Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations

YOUR PROFILE

SKILLS REQUIREMENTS

Personal and Social

Strong analytical mindset with attention to detail and structured problem-solving skills and understands a broad range of technologies

Ability to drive and demonstrate strong end-product orientation

Enthusiastic collaborator and team player with a positive attitude

Excellent communications and stakeholder management skills

Proven ability to manage large cross-functional project teams

Proven ability to interact with functional management at all levels

Professional and Technical

Minimum 2-3 years of working experience in a financial institution, technology or consulting environment, preferably within client-centric digital banking or wealth management platforms

Good understanding of business processes, process design, and process re-engineering

Experience in finding operational synergies and performing impact analysis on business models, tools and processes

Proficient in Microsoft Office

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