GPS Strategy & Business Development Project Leader

Tasks

• Strategic and Long-Term Partnership Management and Design
• Collaboration with senior-level partners in the area of client acquisition (e.g., banks, brokers, law and accounting firms, corporate treasuries, family offices), with a focus on net new business and insourcing flows
• Ongoing Portfolio Management and Performance Reporting
• Analysis of future customer needs and structuring of financial products in compliance with regulatory requirements
• Representing the Julius Baer Group in close collaboration with other departments to build effective client relationships
• Collaborating with various departments and teams throughout the company. Defining relevant action plans and building relationships
• Market Development and Maintenance (e.g., in Japan, Malaysia, Singapore, Indonesia, Australia, Europe (Luxembourg, Switzerland, Germany), the UK, the U.S., and the rest of Asia)
• Generating, tracking, and following up on opportunities with a view to achieving goals, building customer loyalty, and developing networks
• Responsibility for regional and global client portfolios
• Support for Network Development Worldwide
• Managing Your Own Compliance Issues
• Direct, global strategic project work with the Group's various senior strategy projects
• Partnership with all relevant business units, sales, and promotion of network development
• Benchmarking and Participation in Finance-Related Networks and Research Partnerships
• Supporting the team manager in project and strategy management activities
• Work closely with Group Strategy to monitor the implementation of strategic initiatives from start to finish
• Defining and establishing the company's ambition parameters in consultation with the Head of GPS (Strategy & Business Development)
• Coordinating efforts with our team to quantify client risks and meet compliance and suitability reporting requirements
• Collaboration with our compliance, treasury, and sales management teams, market research and alternative investment data teams, and the alternative investment funds team
• Contribution to the development of a network of clients, wealth managers, other professionals, and other asset managers
• Analysis, development, and management of market and/or partnership proposals for the business
• Responsibility for the full rollout of the GPS business across all customers as Aggie Baer Flows; building the channel pipeline, fostering local market engagement, and expanding beyond customers' wealth mindset
• Monitoring of strategic initiatives, investment transitions, discrepancies, and market research worldwide

Requirements

• Partner and key senior stakeholder for external management, including the Global Head of GPS
• Strong interpersonal skills, including a solid understanding of market dynamics
• Good judgment and the ability to work under pressure
• A proven track record of effective work in a global context
• Pragmatic and results-oriented
• Must be bilingual; in addition to English, at least one of the following languages: French, Japanese, German, Spanish, Arabic, or Mandarin
• Solid professional experience in the field of finance and wealth management
• 15 years of experience in global banking
• To demonstrate our commitment to our partners' business success by ensuring that we apply our approach
• Proven experience in the field of