Manual Tester for Customer Relationship Management Application 100% (f/m/d) - (Contract through our external payroll partner with immediate start for 12 months, with possible extension)

Bank Julius Bär & Co. AG

Zürich

Key information

Publication date:23 January 2026
Workload:100%
Place of work:Zürich

Job summary

Join Julius Baer as a Manual Tester, shaping wealth management! Enjoy an entrepreneurial environment with opportunities for growth.

Tasks

Design and execute manual test cases for CRM systems.
Conduct end-to-end testing for client onboarding and assessments.
Collaborate with teams to ensure software quality and compliance.

Skills

3+ years in manual testing; CRM experience preferred.
Strong analytical skills and attention to detail.
Excellent communication in English; German is a plus.

Is this helpful?

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.

IHRE AUFGABEN

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

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