Client Forms Publishing Specialist Luxembourg at Julius Baer International Limited
Luxembourg, , Luxembourg -
Full Time


Start Date

Immediate

Expiry Date

20 Sep, 26

Salary

0.0

Posted On

22 Jun, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Form Lifecycle Management, Impact Analysis, Field Mapping, Quality Assurance, Stakeholder Communication, Project Support, Testing, Versioning, Documentation, English Fluency

Industry

Banking

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 forms generalist is a cross functional expert that ensures the integrity of the form’s lifecycle process. They End-to-End cover the tasks required to bring a new or changed form to all relevant business interfaces. The employee exhibits a deep understanding of: - Internal and external forms and their business usage - The lifecycle process utilized to publish and release forms - The IT infrastructure through which forms are offered to our internal clients The forms generalist distinguishes themselves through reliability, diligence and a thorough eye for quality in working with forms as a critical building block in the overall success of the bank. The forms generalist is able to communicate in a structured and professional manner with business stakeholders, IT partners and within their own team. Some generalists will take over tasks in a project setting, as support with form expertise might be required by the CtB organization. YOUR CHALLENGE The generalist takes ownership of the form lifecycle process and all related tasks. While not all required work packages will lie with themselves, they will track and follow up on any delays or impediments along the full workflow. Support and educate business representatives in the form lifecycle process steps. The generalist assists and advises the internal clients on the required tasks, timeline and possible technical dependencies as a result of their request. Conduct impact analysis and assessments for new or updated forms. The generalist uses their understanding of both business as well as technical aspects of the form update to identify required tasks and potential dependencies. Initiate and maintain close communication to IT. The publishing of new / changed forms necessarily includes a distribution within various technical solutions. The generalist co-ordinates and tracks these tasks to ensure a synchronized release of a form on all platforms. The account opening solution utilized by Bank Julius Baer Europe and Bank Julius Baer (Monaco) requires field mappings to capture and render client data. The generalist is responsible for the creation and maintenance of these field mappings. The generalist is responsible for testing and potential correction of form updates in the Diamond Account Opening solution. Reliable versioning and synchronization of form updates. Ensure proper auditability and historization by maintaining the form repositories cross the various platforms. YOUR PROFILE Has successfully finished vocational training or academic degree. First professional experience preferred. (Self-) Organization and planning skills for daily business Conscientious, self-responsible, client and service-oriented way of working and thinking High level of diligence and accuracy. Fluent spoken and written English. More languages are an 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. Is this not quite what you are looking for? Set up a job alert by creating a candidate account here. The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Why join Julius Baer? At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes. For more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.

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Responsibilities
The specialist manages the end-to-end lifecycle of internal and external forms, ensuring integrity and synchronized release across technical platforms. This includes conducting impact analyses, creating field mappings for account opening solutions, and coordinating with IT partners.
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