Job Description

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.

The broadening of our mandate to include Artificial Intelligence, Client Lifecycle Management (CLM), and E-Banking — in addition to the original focus on Wealth Navigator — requires additional support to sufficiently service our front-office users and end-clients. Dedicated support is needed to ensure strategic readiness for major upcoming projects in Switzerland, including the Direct Order rollout, Portfolio Analysis decommissioning, CLM BR switch, and host system replacement.

YOUR CHALLENGE

• Lead and coordinate adoption and engagement initiatives across multiple transformation programmes, including Wealth Navigator, AI, CLM, and E-Banking

• Design and deliver targeted change management activities to enable smooth transitions and sustainable user adoption

• Develop and implement training materials and communication plans tailored to diverse stakeholder groups

• Facilitate workshops, sessions, and roadshows to engage users and address change barriers

• Apply Agile methodologies to plan, iterate, and adapt engagement approaches throughout project lifecycles

• Collaborate closely with project teams, business units, and IT partners to align adoption strategies with technical delivery timelines

• Monitor and analyse user adoption patterns using relevant metrics and feedback mechanisms

• Report on engagement progress and effectiveness to stakeholders and decision-makers

YOUR PROFILE

• Relevant tertiary education or higher vocational qualification in Business Administration, Communications, Information Technology, or a related field

• Demonstrable experience in Training & Change Management, preferably within digital transformation or IT-driven initiatives

• Working knowledge of Agile methodologies and experience operating in fast-paced, iterative project environments

• Strong Stakeholder Management capabilities across different levels and functions, with the ability to communicate complex topics simply

• Proven ability to drive User Engagement in complex, multi-channel environments

• Experience with Adoption Analytics - collecting, interpreting, and acting on user behaviour data to improve outcomes

• Proficiency in using collaboration and project management tools such as Confluence and JIRA for documentation, task tracking, and team coordination

• Fluent in written and spoken English; German language skills are considered a strong advantage

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

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