Product Owner

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 Banking Operations function of Bank Julius Baer (BJB) is part of the COO organization. It plays a crucial role in delivering high quality and seamless services with the focus on efficiency and accuracy towards its clients. The responsibilities are encompassing a wide range of services, treasury/FX/MM & payment processing, securities processing and settlement, reconciliations, thereby enabling and facilitating the smooth day-to-day operations of BJB. We are looking for a Product Owner to take on the responsibility of the Core Banking platform regionally, managing operational change-the-bank and a run-the-bank component. The opportunity is in a challenging environment, involving multiple stakeholder across different products and services.

**YOUR CHALLENGE**:
**Project Scoping**
- Participate in the project as business analyst / product owner from the business perspective
- Gather and define user stories and create a backlog (including functional, non-functional, legal and operational requirements) for T24
- Partner with business leads to identify needs for Core Banking
- Focus on customer value and continuously drive product improvements and roadmap
- Facilitate timeline and budget estimates; facilitate business case preparation
- Set up project governance and project team

**Project Delivery**
- Ensure solutions are strategic whenever possible with an eye on future macro-developments
- Drive coordination of key initiatives to enable consistency in the product roadmap
- Establish project plan, identify key milestones, critical path and dependencies
- Examine project progress and maintain project plan
- Identify, track and resolve risks and issues that may arise during the lifecycle of the project; proactively propose mitigating actions
- Ensures that all deliverables are provided on-time and on-quality by institutionalizing appropriate quality checks
- Coordinate preparation and execution of User Acceptance Testing and User sign-off
- Issue regular & accurate project status reports and institute progress meetings to keep stakeholders informed

**Change Management and Communications**
- Drive transformation by running or supporting the implementation, communication and training
- Manage interactions and communication with stakeholders
- Work with Business Sponsor to ensure operational readiness of business after project go-live
- Design and execute training plan
- 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

**RANK APPLICABLE TO THE POSITION**
- D/ED

**YOUR PROFILE**:
**Professional and Technical**
- Minimum 10 years of experience in private banking
- 8+ years’ experience with agile delivery approaches (e.g., Scrum, SAFe), ideally working experience as a product owner or similar role
- Experience in working with T24 or any core banking platform preferred
- Thorough understanding of private banking value chain and good understanding of core processes such as advisory and investment management and the typical PB product landscape
- Strong expertise in digital products and services in Private Banking (e.g. Digital Advisory)
- Good understanding of business processes, process design, and process re-engineering
- Good understanding of business processes, process design, and process re-engineering
- Demonstrated capability for problem solving, decision making, sound judgement assertiveness
- Experience in finding operational synergies and performing impact analysis on business models, tools and processes
- Ability to work independently with mínimal supervision and taking a hands-on approach

**Personal and Social**
- Strong conceptual skills
- Analytical and understands a broad range of technologies; keeps up to date with market and technology trends
- Ability to drive and demonstrate strong end-product orientation
- Big picture thinking, problem solving
- Excellent communication and stakeholder management skills
- Proven ability to manage large cross-functional project teams
- Proven ability to interact with functional management at all levels