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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