Process Excellence Specialist

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
Julius Baer has embarked on an ambitious digital transformation journey to bring our client experience to the next level. The initiative encompasses our private banking and intermediaries businesses globally. We are growing our team and are looking for individuals who want to actively shape the digital future of Julius Baer, the international reference in Private Banking. We offer you an environment and colleagues who motivate, challenge and help you advance and the opportunity to work on digital products and services that will make a difference for our clients.

The candidate will be a member of the Digital Business Transformation Team in Asia, which manages and delivers the business project portfolio to support the Bank’s growth strategy in Asia. Together with partners from business and IT, aligned with the Bank's overall strategy, the unit delivers improved client experience, operating efficiency and flexibility to clients and internal stakeholders alike.

The Process Excellence Specialist in APAC is a hands-on role that will execute Target Operating Model (TOM) modifications and process excellence projects and initiatives across BJB Singapore and Hong Kong to improve client experience, operating efficiency, risk control, and scalability. The candidate will partner with business users and technology teams, regionally and globally, to identify, prioritize, and execute a portfolio of improvements—combining Lean Six Sigma, process mining, and digital enablement, as relevant—and drive change adoption through structured change management.

Scope & Impact
• Regional coverage: Singapore & Hong Kong; alignment with global TOM.
• Stakeholders: Front, Middle & Back Office, Risk, Legal, Compliance, Finance, COO/Operations, IT.

YOUR CHALLENGE

KEY RESPONSIBILITIES

Process Excellence & TOM Delivery

• Maintain the APAC TOM & Process Excellence roadmap and support initiative prioritization, aligned with global standards and regional expectations.
• Execute end‑to‑end diagnostics, value stream mapping, as‑is assessments and to‑be operating model design.
• Identify efficiency, automation, risk reduction and client experience opportunities using Lean Six Sigma and/or data‑driven analysis.
• Define baselines, KPIs and other success measures, aligned with management and stakeholder expectations, track and report benefits.
• Develop implementation plans, updated controls and sustainable and audit-ready process documentation.
• Deliver project milestones on time.

Change Management & Adoption

• Execute structured change management (readiness, communications, training) of process reengineering initiatives.
• Drive adoption of redesigned processes and monitor post‑go‑live results.

Digital & Automation Enablement

• Partner with Digital Delivery (product teams) and Technology teams to embed workflow automation, process mining and digital tools.
• Support requirements definition and Agile delivery (user stories, backlog input), as relevant.

Risk, Compliance & Governance

• Ensure target processes meet regulatory, legal, audit, risk and conduct requirements.
• Maintain audit‑ready documentation and evidence of controls.

YOUR PROFILE

SKILLS REQUIREMENTS

Technical Competencies

• Process Excellence & TOM Expertise: Skilled in process redesign, value stream mapping, operating model definition and control frameworks.
• Lean Six Sigma: Green Belt (minimum) preferred; able to apply DMAIC, root‑cause analysis and continuous improvement techniques.
• Digital Enablement: Familiarity with process mining, workflow automation (RPA/BPM), and analytics tools.
• Data‑Driven Problem Solving: Ability to analyze performance trends, quantify benefits, and drive fact‑based decisions.
• Change Management: Experience applying structured frameworks (e.g., ADKAR) to support adoption.
• Risk & Compliance Awareness: Understanding of regulatory expectations, operational risk and audit requirements within banking.

Leadership & Behavioral Competencies

• Stakeholder Influence: Strong ability to align senior leaders and manage cross‑functional teams without direct authority.
• Strategic Thinking: Capable of shaping roadmaps, prioritising initiatives and balancing business needs with constraints.
• Execution Excellence: Delivers outcomes under pressure with strong planning, prioritization and follow‑through.
• Communication & Facilitation: Clear, concise communicator with strong workshop facilitation and presentation skills.
• Collaboration & Partnership: Works effectively across Front, Middle, Back Office and with cross-location and global teams.
• Adaptability & Initiative: Self‑starter who thrives in fast paced, dynamic environments, challenges the status quo and drives continuous improvement.

Regulatory Responsibilities &/OR Risk Management Competencies

• 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.

QUALIFICATIONS & EXPERIENCE

• Minimum Bachelor’s degree with over 5 years in process excellence/TOM within banking, preferably, private banking.
• Lean Six Sigma Green Belt (or equivalent experience) is preferred.
• Proven cross‑functional delivery with measurable business impact, preferably in multi-geographic organisations.
• Strong stakeholder management, communication and facilitation.
• Ability to lead without direct reports across multiple locations.
• Experience with BI tools (Tableau, Qlik, Power BI) preferred.
• Black Belt, PROSCI/ADKAR or Agile certification is a plus.
• Experience with Signavio, ARIS, Celonis or workflow automation platforms is a plus.

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.

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