Alle Stellen
Kick-start your career with Julius Baer’s Graduate Programme starting April 2027. The 18-month programme is designed to unleash your potential through three dynamic rotations, including an international assignment. You will gain hands-on experience, build a global network, and lay the foundation for a thriving career in wealth management.
Tasks
- Rotate across three specialised control functions, gaining comprehensive insights into Custody Bank Control, Fund Control, and Monitoring and Control Execution in Switzerland and Spain.
- Custody Bank Control (Zurich): Contribute to oversight and control activities for Swiss collective investment schemes in the role of Custodian Bank, supporting compliance with CISA/KAG, applicable regulations, and fund-specific requirements.
- Support the monitoring and review of investment activities and fund operations, ensuring compliance with investment restrictions and the accuracy of NAV calculations, distributions, transactions, and fund records.
- Gain exposure to governance reporting and stakeholder interactions while collaborating across teams to support effective fund governance and regulatory compliance.
- Fund Control (Madrid): Support the monitoring of investment guidelines and regulatory requirements by reviewing fund restrictions, assessing breaches and exceptions, and collaborating with portfolio managers and other stakeholders on their resolution.
- Monitoring and Control Execution (Zurich): Support the design, assessment, and enhancement of 2LoD controls covering key compliance risks, ensuring alignment with regulatory requirements and business practices.
- Execute recurring compliance controls in a timely and accurate manner, with a primary focus on client suitability assessments, while gaining exposure to pricing practices, intermediary frameworks, and other defined risk areas.
- Collaborate with Client-Facing Units to support the identification and remediation of control deficiencies, leveraging structured workflows and tracking actions through to completion.
- Analyze, validate, and interpret control results and exception reports, contributing to management reporting and continuous improvement initiatives.
Requirements
- Bachelor’s or Master’s degree from a university or university of applied sciences with above-average grades in Finance, Economics, Law, Business Information Technology or a related field (graduation max. 12 months ago).
- Initial practical experience through internships, working student positions or other relevant activities in Compliance, Risk Management, Fund Services or Asset Management combined with strong analytical skills and attention to detail.
- Passion for wealth management and a desire to create value beyond wealth.
- A global mindset, excellent interpersonal skills, and a strong appetite for learning.
- Fluency in English and German; additional languages are a plus.
- Basic computer skills (Microsoft Office and common business applications) and an interest in data analysis and automation.
- Initial experience with Python, VBA, or SQL (e.g., through studies, personal projects, or professional experience) is desirable.
- Eligibility to work in the country where you apply for the position.
Benefits
- Tailored career path: Develop expertise in your chosen field while growing personally and professionally.
- Global perspective: Gain international experience and work with diverse teams.
- Community & mentorship: Learn from industry leaders and peers and build a strong network.
- Impactful work: Contribute to projects that make a real difference from day one.
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Über uns
Julius Bär Gruppe AG ist eine international tätige Privatbank mit Schwerpunkt auf Vermögensverwaltung und Anlageberatung für vermögende Privatkunden. Das Unternehmen bietet Dienstleistungen in den Bereichen Wealth Management, Investment Advisory, Vermögensplanung sowie Finanzierungslösungen an und verfolgt eine offene Produktplattform für individuelle Anlagelösungen. Julius Bär ist weltweit in zahlreichen Finanzzentren vertreten und betreut Kundinnen und Kunden über ein internationales Netzwerk von Standorten.
Das Team
As part of Central Compliance, you will join the Investment Controlling and Monitoring & Control teams, which play a key role in ensuring regulatory compliance, effective investment oversight, and strong control framework execution, with a focus on specific risk types.