Product Owner Client Lifecycle Management

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.

Bank Julius Baer is building a Global CLM (Client Lifecycle Management) Platform to be used in all its Processing Hubs and Booking Centres for Client Onboarding and Lifecycle Management. The Product Owner owns the vision of a (set of) distinct CLM product(s), leads – jointly with the Scrum Master and the Lead Developer - a development team in an agile environment and manages the development as well as the maintenance of the owned product(s). The Global CLM Platform is a multi-year program built in-house and includes processes like Partner and Account opening, KYC, Lead & Prospect Management, Client Investment Profile, Periodic Client Reviews, Client Risk Management and Document Management, in accordance with global business needs and local regulati...