Team Operations & Strategy Manager

Bank Julius Bär & Co. Ltd.; Zürich; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Zusammenfassung

Julius Baer in Zurich seeks a Team Business Manager to run day-to-day operations, sales and administrative tasks for the wealth-management team, working closely with the Group Head.

You will support risk approvals, prepare reports and insights, coordinate strategic initiatives with Market Business Management, and drive improvements in processes and tools.

This role requires strong communication, analytical thinking and the ability to manage a busy workload with precision and integrity.

Qualifikationen

• Strong communication and interpersonal skills for cross-team collaboration.
• Analytical and problem-solving abilities to support decisions.
• Ability to work under pressure and manage multiple tasks efficiently.
• Independent, proactive approach with attention to detail.

Aufgaben

• Manages and supports regular operational, sales and administrative tasks 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).

Kenntnisse

Strong communication

Analytical thinking

Problem solving

Independent & proactive

MS Office proficiency

PowerPoint

Excel

Tools

MS Office

PowerPoint

Excel

Jobbeschreibung

Julius Baer in Zurich seeks a Team Business Manager to run day-to-day operations, sales and administrative tasks for the wealth-management team, working closely with the Group Head.

You will support risk approvals, prepare reports and insights, coordinate strategic initiatives with Market Business Management, and drive improvements in processes and tools.

This role requires strong communication, analytical thinking and the ability to manage a busy workload with precision and integrity.