Bank Julius Bär & Co. AG
Deferred Compensation Specialist - 100%
📍 Zurich
Role and responsibilities
Play a key role in reviewing and enhancing existing deferred compensation frameworks – proposing improvements based on regulatory developments, market practice, or internal feedback. Prepare clear, accurate, and well-structured submissions and governance documentation for presentation to the Executive Board and the 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. Act as the primary point of contact for employees, executives, and cross-functional partners (HR, Finance, Legal, Compliance, Internal Audit, and external vendors), providing clear guidance on award mechanics, tax implications, and policy interpretation. Balance strategic responsibilities with operational efficiency in execution: including transactions processing, data validation, and troubleshooting to ensure daily operations run smoothly – without losing sight of longer-term improvements. Ensure strict compliance with international tax regulations (including local reporting obligations), coordinate annual remuneration disclosures, and support audit readiness across all operating entities. Drive continuous improvement through technology enablement – evaluating, implementing, and optimising external platforms like Workday and Equatex/EquatePlus to streamline processes, reduce manual effort, and improve user experience. Support global oversight by preparing and/or reviewing plan and contract documentation, regulatory submissions, and reports. Maintain comprehensive records and controls to meet internal and external audit requirements. Collaborate closely with Global Mobility, Payroll, Legal, and Reward colleagues to ensure integrated delivery across related domains, particularly in areas touching expatriation, incentives, and regulatory reporting.
Team / description
Join a compact, high-performing team that oversees Deferred Compensation, Global Mobility, and Business Travel Compliance, giving you broad exposure across reward, tax, compliance, and finance – all within a respected global private banking leader.
Qualifications and Skills
Higher education qualification in business, finance, or law with a minimum of 4 years’ experience in equity or deferred compensation design and administration, preferably within financial services or a multinational corporation.
Demonstrated knowledge of cash- and equity-based deferral mechanisms, including performance conditions, vesting rules, post-termination delivery scenarios, and market practices. Solid grasp of tax and legal considerations (Swiss and international), as well as, employment and regulatory issues related to deferral programmes, and financial reporting impacts (e.g. IFRS2).
High familiarity with HR Information Systems (esp. Workday), equity tracking software (esp. EquatePlus), and related reporting tools. Advanced MS Office skills especially Excel modelling.
Fluency in German and English is required.