Team Business Manager

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.

The Team Business Manager (Team BM) is responsible for managing day-to-day operational, sales and administrative aspects in close collaboration with the Group Head (GH). This role includes supporting GH with daily requests, covering and/or supporting commercial and risk approvals and overseeing the team task management. The Team BM is also responsible for preparing relevant reports, presentations and supporting respective team and GH with regular updates and insights from the Bank/Region/Market level.

YOUR CHALLENGE

Manages and supports regular operational, sales and administrative tasks and requests within the teams' scope

Coordinates and/or supports Bank’s strategic initiatives and projects, by closely collaborating with the Market Business Management team and within the respective team

Supports GH in their supervisory duty, managing daily risks by conducting regular risk exchanges with GH and monitoring of risk & control reports/dashboards, and performs approval and control tasks delegated by GH in accordance with internal guidelines

Conducts and/or coordinates quantitative and qualitative analyses as a decision basis for team and individual RM client book planning, performance reviews, scorecards process and/or ad hoc requests

Gathers team input and provides ideas to improve efficiency in processes and systems of the Bank

Communicates relevant information from Bank/Region/Market level and derives actions for the respective team, including monitoring and follow-up on agreed actions

Organizes and executes team meetings and communication, in close collaboration with GH

Manages systematic sales process with support from Regional Business Development and Group Head, and coordinates / follow-up on the sales tools usage within respective team

Conducts budget planning and effective cost controlling of respective team (if applicable)

YOUR PROFILE

Personal and Social Skills

A natural team player with ability to relate to colleagues from diverse backgrounds

Plans, organizes, and carries out work autonomously and allocates work time independently

Highly service oriented and passionate about client servicing

Always communicates in a competent and professional manner

Open, approachable and displays genuine interest in people and in improving processes

Systematic, precise and diligent working style and the ability to perform under pressure

Personal integrity and ethical behavior

Professional and Technical Skills

Strong communication, presentation and interpersonal skills

Strong analytical and problem-solving skills

Able to work under pressure and manage a portfolio of tasks

Independent, efficient, proactive and meticulous working style

Proficient user in MS Office applications, especially PowerPoint and Excel

We are looking forward to receiving your full job application through our online application tool.