CH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Business Analyst - Client Relationship Management (m/w/x)
Vollzeitnur vor OrtSenior
Zürich
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Business Analyst - Client Relationship Management (m/w/x)
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Supporting GPS Platform Transformation for wealth management CRM capabilities. 7+ years banking/financial services BA experience required. Focus on client data management and system integrations.
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Anforderungen
- Bachelor's degree in Computer Science, Information Systems, Finance or related
- 7+ years business analysis in banking or financial services
- Strong CRM platforms and client relationship management experience
- Proven client data, data modelling, and relationship modelling experience
- Hands-on data mapping, source-to-target mapping, data migration experience
- Understanding of Customer Master Data, Golden Source, data governance, data quality
- Experience with business partner structures, client hierarchies, legal entity data
- Experience integrating CRM platforms via APIs and interfaces
- Strong analytical and problem-solving skills
- Translate business requirements into functional specifications
- Knowledge of Client Onboarding, Sales, Client Coverage or Wealth Management processes advantageous
- Clear communication across functions and cultures
- Influence decisions without formal authority
- Navigate complex organizations to drive outcomes
- Quickly troubleshoot issues
- Sound judgement in controlled environments
- Focus on delivery despite ambiguity or changing priorities
- Work independently and proactively in global teams
- Contribute to collaborative Agile ways of working
- Team-first mindset to achieve shared goals
- Fluency in English
- German language knowledge is an advantage
Aufgaben
- Support the GPS Platform Transformation programme
- Focus on Client Relationship Management (CRM) capabilities
- Bridge business and technology teams
- Improve client data management, CRM processes, and system integrations
- Ensure high-quality and scalable client data solutions
- Partner with business stakeholders to gather, analyse, and document requirements
- Translate business needs into technology solutions
- Analyse, structure, and model client, contact, legal entity, and relationship data
- Support CRM and Sales processes
- Define business data requirements, data ownership, and quality controls
- Perform data mapping and source-to-target analysis
- Improve accuracy, consistency, and usability of client data, hierarchies, and relationships
- Produce business requirements, user stories, process flows, and functional specifications
- Collaborate with architects and developers to deliver CRM enhancements, integrations, and data solutions
- Support testing, implementation, and adoption of CRM capabilities
Berufserfahrung
7 Jahre
Ausbildung
Bachelor-Abschluss
Sprachen
Deutsch – Grundkenntnisse
Englisch – fließend
Tools & Technologien
CRM platformsAPIs
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Zur Originalanzeige bei CH10 - BJB Bank Julius Baer & Co. Ltd.Über das Unternehmen
CH
FinancialServicesZürich
The company shapes the future of wealth management, focusing on individual empowerment and creating value beyond wealth.
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