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.

Responsible for managing day-to-day operational and administrative aspects of an Intermediaries front business unit. This role may include managing cross-functional projects and initiatives, overseeing financial management, coordinating events, governing business-specific processes, preparing key reports and presentations as well as supporting Intermediaries front employees with regular updates and insights.

YOUR CHALLENGE

Centralized Execution and Operational Tasks:

• Support the centralized execution capability and execute operational tasks within the Governance and Process Management CH/GUE Team
• Manage client lifecycle/mid-office tasks and issue pricing agreements

Stakeholder Management and Collaboration:

• Establish relationships with internal stakeholders, including front markets within the Intermediaries Division
• Act as a point of contact for internal stakeholders and provide support and guidance on processes and systems

Process Support and Development:

• Gain in-depth knowledge of operational processes in the intermediaries lifecycle and provide support and training to internal stakeholders
• Contribute to the development and maintenance of process manuals and training guides
• Gather information from various sources, perform data analysis, and present findings to stakeholders
• Discuss solutions and implement changes to drive efficiency and operational excellence

Ad-hoc Duties and Projects:

• Assist with ad-hoc duties as assigned by the Line Manager and peers
• Participate in projects according to available capacity and contribute to the team's objectives
• Completed apprenticeship or technical college degree with a focus on business administration/banking & finance
• Knowledge and experience in the financial industry, preferably in a similar role
• Strong organizational skills, ability to multi-task, and service-oriented mindset
• Excellent communication and stakeholder management skills
• Proficient in MS Office, particularly Excel
• Fluency in English and German; French and Italian language skills are a plus

YOUR PROFILE

• Completed apprenticeship or technical college degree with a focus on business administration/banking & finance

• Knowledge and experience in the financial industry, preferably in a similar role

• Strong organizational skills, ability to multi-task, and service-oriented mindset

• Excellent communication and stakeholder management skills

• Proficient in MS Office, particularly Excel

• Fluency in English mandatory, German highly appreciated; French and Italian language skills are a plus

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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