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.

We are seeking a detail-oriented and motivated Manual Tester to join our agile DevOps team for CRM. In this role, you will be responsible for ensuring the quality and reliability of business-critical processes within our CRM platform, which supports key client advisory and relationship management functions across the bank.

The ideal candidate has hands-on experience in functional testing of CRM systems, demonstrates diligence and precision in execution, and possesses a strong desire to deeply understand complex financial services workflows and technical implementations.
Prior exposure to Actico CRM, is highly advantageous but not mandatory - what matters most is curiosity, rigor, and commitment to excellence.

YOUR CHALLENGE

• Design, develop, and execute comprehensive manual test cases based on business requirements, system specifications, and regulatory standards

• Perform end-to-end testing of CRM functionalities including client onboarding, suitability assessments, product recommendations, document generation, and advisor dashboards

• Identify, log, track, and retest software defects using structured methodologies and issue tracking tools (e.g., JIRA)

• Collaborate closely with business analysts, developers, and test management

• Participate in requirement reviews to assess testability and provide early feedback

• Ensure thorough regression testing during releases and patches

• Maintain up-to-date documentation of test scenarios, results, and traceability matrices

• Support UAT activities by preparing test environments, data, and guidance materials for business users

• Contribute to continuous improvement of testing practices and quality assurance frameworks

YOUR PROFILE

• Proven experience in manual software testing, preferably within CRM or client management platforms

• Solid understanding of testing concepts: test design techniques, defect lifecycle, test prioritization

• Experience working in agile (SAFe) environments

• High level of accuracy, structure, and accountability; known for diligent and methodical work

• Strong analytical skills with a genuine willingness to dive deep into complex topics, whether procedural, technical, or domain-specific (e.g., MiFID II, KYC/AML)

• Familiarity with rule-driven CRM solutions used in financial services is considered a strong advantage

• Comfortable handling sensitive client data with strict adherence to confidentiality and information security policies

• Excellent communication skills in English; German proficiency is desirable

• Bachelor in Business Administration or related field close to the Financial Industry and/or Customer Relationship Management

• At least 3 years of Education in Information Technology (apprenticeship or bachelor) preferrable

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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