Job offer
Strategy & Business Development Project Manager
The Strategy & Business Development Project Manager is responsible for the project management and implementation of strategic initiatives within the Global Products & Solutions division at Julius Baer. The role involves working with various stakeholders to ensure that product offerings remain competitive and relevant.
Job description
Job Title:
Strategy & Business Development Project ManagerTasks
- Project management and implementation of local, regional, global and strategic initiatives with a holistic view to ensure that all relevant aspects are considered
 - Focus on initiatives to ensure that the product offering suite for Global Products & Solutions (GPS) remains competitive and relevant
 - Regular dialog with Investment Advisors, Senior Management and Product Specialists to understand client needs and requirements
 - Collaborate with stakeholders across various functions within the bank to define the overall scope, objectives, deliverables and timelines for initiatives
 - Coordination and implementation of relevant change management activities
 - Build effective relationships across the banking sector to gain knowledge of the business and its latest products and services
 
Key features of the position
Personnel management
- Contribute to strengthening team spirit and fostering a collaborative working environment in a global environment
 - Build highly effective relationships with global, regional and local stakeholders across various banking functions
 
Customer management (internal & external)
- Independently lead end-to-end management/implementation of local, regional, global and strategic initiatives and contribute to all project phases
 - Determination of the overall scope, objectives, results and timetables in coordination with the business and in consultation with management
 - Collaborate with various stakeholders across the banking division to identify and analyze business requirements
 - Ensuring regular and effective communication with relevant stakeholders and management
 - Regular inputs/updates/MIS reporting of projects/initiatives for various management forums
 - Identification of opportunities to improve functional efficiency and productivity
 
Regulatory responsibilities &/or risk management
- Fulfillment of all legal, regulatory and compliance standards/requirements
 - Compliance with the standards and expectations set out in the relevant user manuals and guidelines
 - Demonstration of appropriate values and behavior
 
Requirements
Personal & social
- Working independently in a global environment and effectively managing internal and external stakeholders
 
Professional & technical
- At least 7 years of relevant wealth management experience with a strong understanding of financial markets and products
 - Relevant higher education and professional background
 - Strong commercial judgment and business acumen
 - Familiarity with agile project methods and tools
 - Strong understanding of IT and strong command of MS Office applications
 - Strong verbal communication and writing skills
 
Regulatory
- Familiarity with local regulatory expectations and requirements
 - Understanding of cross-border rules and regulations
 - Demonstrate risk awareness as a team, balanced with commercial judgment and business acumen
 
Job details