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Julius Baer

Provides private banking services worldwide

Deferred Compensation Specialist

Compensation & BenefitsConfirmed live in the last 24 hours
Full-timeZürich, SwitzerlandNo salary listedIn-person

About the Job

Requirements

  • A higher education qualification in business, finance, or law.
  • A minimum of 4 years of experience in equity or deferred compensation design and administration.
  • Demonstrated knowledge of cash- and equity-based deferral mechanisms, including performance conditions, vesting rules, post-termination delivery scenarios, and market practices.
  • A solid grasp of Swiss and international tax and legal considerations, employment and regulatory issues related to deferral programmes, and financial reporting impacts such as IFRS 2.
  • High familiarity with human resources information systems, especially Workday, equity tracking software, especially EquatePlus, and related reporting tools.
  • Advanced Microsoft Office skills, especially Excel modelling.
  • Fluency in German and English.
  • Strong organisational skills, agility, and resilience, with the ability to adapt quickly while maintaining accuracy and service levels.
  • The ability to function effectively amidst regulatory, organisational, or business-priority changes.
  • Meticulous attention to detail and high standards for accuracy.
  • A structured approach and ability to work in complex, regulated environments.
  • Ability to work autonomously and collaboratively.
  • Ability to explain technical concepts clearly and confidently, including under pressure.
  • Discretion and integrity when handling sensitive executive-level data.

Responsibilities

  • Review and enhance existing deferred compensation frameworks, proposing improvements based on regulatory developments, market practice, or internal feedback.
  • Prepare clear, accurate, well-structured submissions and governance documentation for presentation to the Executive Board and Board of Directors.
  • Own the full lifecycle of deferred compensation plans, from design to delivery, ensuring precision, consistency, and adherence to internal policies and strategic objectives.
  • Serve as the primary point of contact for employees, executives, cross-functional partners, and external vendors, providing guidance on award mechanics, tax implications, and policy interpretation.
  • Process transactions, validate data, and troubleshoot operational issues to ensure daily operations run smoothly while supporting longer-term improvements.
  • Ensure compliance with international tax regulations, including local reporting obligations, coordinate annual remuneration disclosures, and support audit readiness across operating entities.
  • Evaluate, implement, and optimise external platforms such as Workday and Equatex/EquatePlus to streamline processes, reduce manual effort, and improve user experience.
  • Prepare and/or review plan and contract documentation, regulatory submissions, and reports; maintain records and controls to meet internal and external audit requirements.
  • Collaborate with Global Mobility, Payroll, Legal, and Reward colleagues to coordinate delivery across related areas, including expatriation, incentives, and regulatory reporting.

Desired Qualifications

  • Experience in financial services or a multinational corporation.

About the Company

Julius Baer

Provides private banking services worldwide

Julius Baer Group Ltd. is a Swiss private bank that serves high-net-worth individuals and families. It focuses on wealth management, investment advisory, discretionary mandates, financing, and related private banking services. Customers’ assets are managed through personalized investment strategies, custody, and tailored financial planning delivered by relationship managers and specialists."

Company size
5,001-10,000
Company stage
IPO
Headquarters
Switzerland
Founded
1890

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