Business Manager Intermediaries, Geneva, 100% (f/m/d)

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 Business Manager Intermediaries will serve as a fully integrated role bridging central coordination and on-site operational support across the Market Intermediaries Western Switzerland & Americas. Combining the strategic and tactical responsibilities, this position ensures efficient execution of global initiatives while providing responsive, market-level support to front-line leaders and stakeholders.

Acting as a two-way conduit between Internal Units and the respective Intermediaries Market, the Business Manager Intermediaries drives alignment, enhances communication, and supports sustainable business growth through structured coordination and operational excellence.

YOUR CHALLENGE

Front-Line Operational Support

Provide direct assistance to the Market Head Intermediaries Western Switzerland & Americas, as well as ad-hoc support to Group Heads and Relationship Managers

Organize and coordinate Management Committees, regular business reviews and strategy sessions

Track action items etc.; ensure accountability and follow-through

Strategic Coordination & Governance

Serve as primary liaison between the Intermediaries segment, in particular Market Intermediaries Western Switzerland & Americas, and central/global functions (e.g., Compliance, IT, Marketing, Operations), facilitating smooth exchange of information and requirements

Coordinate the implementation of bank-wide projects, initiatives, and regulatory changes at the market level, ensuring adherence to timelines and quality standards

Represent the Intermediaries segment in cross-functional working groups; contribute market-relevant perspectives to shaping strategies and solutions

Top-Down Execution

Receive, evaluate, and prepare centrally driven topics for local adaptation and distribution

Disseminate approved directives, guidelines, and campaign materials to front-line units

Monitor execution progress, identify roadblocks, and report outcomes back to central stakeholders

Bottom-Up Escalation

Act as first point of contact for front-line inputs, feedback, and proposals; conduct initial assessment and prioritization

Consolidate, refine, and forward relevant market-generated content to central bodies for consideration or action

Advocate for practical adjustments based on real-world constraints or client needs

Project & Process Management

Develop presentations, briefing notes, status updates, and decision dossiers for senior management

Identify recurring inefficiencies and propose structural improvements

Lead or co-manage workstreams

Deputy Function

Step in to handle key business management tasks when needed, ensuring smooth operations during absences or busy periods

YOUR PROFILE

Qualifications & Experience

Bachelor’s degree in Business Administration, Finance, Economics, or a related discipline (Master’s degree considered advantageous)

Minimum of 5 years’ professional experience within private banking, wealth management, or financial services, with demonstrated exposure to both operational support and strategic coordination

Prior experience in a business management, executive support, or intermediary-facing role strongly preferred

Solid understanding of Swiss banking practices, regulatory expectations, and front-office workflows

Required Skills & Competencies

Exceptional enthusiasm, with excellent organizational and time-management abilities with keen attention to detail

Strong analytical skills with proficiency in synthesizing complex information into clear summaries

Excellent verbal and written communication skills in French and English (additional fluency in Spanish and/or German is highly beneficial)

High level of autonomy combined with teamwork orientation and service-mindedness

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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