Finance Transformation Specialist: Change Enablement & Business Readiness 1 at BANK JULIUS BAER CO LTD

Zurich, Zurich, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

25 Jan, 26

Salary

0.0

Posted On

27 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Organisational Change Management, Stakeholder Engagement, Leadership Sponsorship, Communication Skills, Training Programmes, Impact Assessments, Finance Operations, Project Coordination, Interpersonal Skills, Resistance Management, Knowledge Transfer, Cross-Functional Teams, Change Management Methodologies, Business Readiness, Process Owners Collaboration, Training Sessions

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. YOUR CHALLENGE Develops and implements a comprehensive change management strategy aligned with the ROC Finance Programme, focusing on organisational readiness across key finance functions including Financial Accounting, Management Accounting, Treasury, and Pricing Conducts detailed organisational impact assessments to identify changes in roles, processes, and capabilities, collaborating with HR, L&D, and process owners to close skill gaps and support operating model adjustments Drives stakeholder engagement and leadership sponsorship by equipping senior leaders with tools and messaging to champion change, while designing and executing targeted communication campaigns tailored to diverse finance audiences Designs and delivers role-specific training programmes—combining e-learning, workshops, and job aids—in partnership with Learning & Development, ensuring effective knowledge transfer and sustained capability post-go-live Monitors business readiness through a structured dashboard (tracking training completion, UAT participation, feedback sentiment, etc.), proactively manages resistance, and provides post-implementation support to drive adoption and continuous improvement YOUR PROFILE Demonstrated experience in organisational change management (OCM) within large-scale transformation programmes, preferably in financial services or highly regulated industries; proven track record in delivering change initiatives spanning people, process, and technology In-depth knowledge of change management methodologies and frameworks, such as ADKAR, Prosci, or Kotter’s 8-Step Model, with hands-on application in developing change strategies, conducting impact assessments, and measuring business readiness Strong understanding of finance operations and systems, particularly in areas like Financial Accounting, Management Accounting, Treasury, and Pricing; familiarity with banking platforms (e.g., T24/Temenairo) or ERP systems beneficial Excellent communication and interpersonal skills, with the ability to tailor messages for diverse audiences—from frontline staff to senior leaders—and create compelling content (FAQs, newsletters, presentations) to drive engagement and reduce resistance Project coordination and stakeholder management abilities, including facilitating workshops, running training sessions, coordinating with HR and L&D, managing readiness dashboards, and working effectively in cross-functional teams under tight deadlines We only consider candidates who can start immediately. 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

Develop and implement a comprehensive change management strategy aligned with the ROC Finance Programme, focusing on organisational readiness across key finance functions. Conduct detailed organisational impact assessments and drive stakeholder engagement to support operating model adjustments.